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Whipplewood Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

Whipplewood Advisors’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
2026
Q2 		– Sell
-875
Closed -$106K – 664
2026
Q1 		$106K Hold
875
– – 0.05% 179
2025
Q4 		$129K Hold
875
– – 0.08% 144
2025
Q3 		$153K Hold
875
– – 0.1% 136
2025
Q2 		$129K Buy
875
+16
+2% +$1.83K 0.07% 206
2025
Q1 		$129K Sell
859
-327
-28% -$36.1K 0.08% 197
2024
Q4 		$128K Buy
+1,186
New +$119K 0.07% 205

Other funds holding ARKW

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Whipplewood Advisors's ARKW Position: Q2 2026 in Review

Whipplewood Advisors sold out of ARK Web x.0 ETF (ARKW) in Q2 2026, closing a stake of 875 shares — an estimated $106K sold.

Whipplewood Advisors first reported a position in ARKW in Q4 2024 and held it in 6 quarters. The position peaked at $153K in Q3 2025. 226 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • Whipplewood Advisors reported no remaining ARK Web x.0 ETF position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 875 ARK Web x.0 ETF shares in Q2 2026, an estimated $106K.
  • Whipplewood Advisors first reported a position in ARK Web x.0 ETF in Q4 2024 and held it in 6 quarters.
  • Whipplewood Advisors's ARK Web x.0 ETF position peaked at $153K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.