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Whalen Wealth Management’s KraneShares CSI China Internet ETF KWEB Stock Holding History

Whalen Wealth Management’s Portfolio KWEB Stock Details KWEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,030
Closed -$516K – 232
2025
Q2 		$516K Sell
15,030
-20,447
-58% -$677K 0.32% 93
2025
Q1 		$1.24M Buy
+35,477
New +$1.18M 0.83% 31

Other funds holding KWEB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Whalen Wealth Management's KWEB Position: Q3 2025 in Review

Whalen Wealth Management sold out of KraneShares CSI China Internet ETF (KWEB) in Q3 2025, closing a stake of 15,030 shares — an estimated $516K sold.

Whalen Wealth Management first reported a position in KWEB in Q1 2025 and held it in 2 quarters. The position peaked at $1.24M in Q1 2025. 335 funds tracked by Wall St. Rank hold KWEB as of Q3 2025.

  • Whalen Wealth Management reported no remaining KraneShares CSI China Internet ETF position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 15,030 KraneShares CSI China Internet ETF shares in Q3 2025, an estimated $516K.
  • Whalen Wealth Management first reported a position in KraneShares CSI China Internet ETF in Q1 2025 and held it in 2 quarters.
  • Whalen Wealth Management's KraneShares CSI China Internet ETF position peaked at $1.24M in Q1 2025.
  • 335 funds tracked by Wall St. Rank held KraneShares CSI China Internet ETF as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.