West Branch Capital’s ARK Next Generation Technology ETF ARKW Stock Holding History

West Branch Capital’s Portfolio ARKW Stock Details ARKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-51	Closed	-$6.15K	–	419
2025 Q3	$6.15K	Hold	51	–	–	﹤0.01%	318
2025 Q2	$6.15K	Hold	51	–	–	﹤0.01%	316
2025 Q1	$4.87K	Hold	51	–	–	﹤0.01%	350
2024 Q4	$5.55K	Hold	51	–	–	﹤0.01%	326
2024 Q3	$4.38K	Hold	51	–	–	﹤0.01%	347
2024 Q2	$4.01K	Hold	51	–	–	﹤0.01%	351
2024 Q1	$4.28K	Hold	51	–	–	﹤0.01%	346
2023 Q4	$3.9K	Hold	51	–	–	﹤0.01%	353
2023 Q3	$2.78K	Hold	51	–	–	﹤0.01%	375
2023 Q2	$3.01K	Hold	51	–	–	﹤0.01%	380
2023 Q1	$2.75K	Hold	51	–	–	﹤0.01%	385
2022 Q4	$1.98K	Hold	51	–	–	﹤0.01%	391
2022 Q3	$2K	Hold	51	–	–	﹤0.01%	394
2022 Q2	$3K	Hold	51	–	–	﹤0.01%	364
2022 Q1	$4K	Buy	51 +1	+2%	+$90	﹤0.01%	369
2021 Q4	$6K	Hold	50	–	–	﹤0.01%	365
2021 Q3	$7K	Hold	50	–	–	﹤0.01%	333
2021 Q2	$8K	Buy	+50	New	+$7.17K	﹤0.01%	335

Other funds holding ARKW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

West Branch Capital's ARKW Position: Q4 2025 in Review

West Branch Capital sold out of ARK Next Generation Technology ETF (ARKW) in Q4 2025, closing a stake of 51 shares — an estimated $6.15K sold.

West Branch Capital first reported a position in ARKW in Q2 2021 and held it in 18 quarters. The position peaked at $8K in Q2 2021. 245 funds tracked by Wall St. Rank hold ARKW as of Q4 2025.

West Branch Capital reported no remaining ARK Next Generation Technology ETF position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 51 ARK Next Generation Technology ETF shares in Q4 2025, an estimated $6.15K.
West Branch Capital first reported a position in ARK Next Generation Technology ETF in Q2 2021 and held it in 18 quarters.
West Branch Capital's ARK Next Generation Technology ETF position peaked at $8K in Q2 2021.
245 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.