Williams & Novak’s MarketWise MKTW Stock Holding History

Williams & Novak’s Portfolio MKTW Stock Details MKTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,767	Closed	-$139K	–	143
2025 Q1	$139K	Sell	13,767 -608	-4%	-$7.28K	0.14%	99
2024 Q4	$163K	Buy	14,375 +6,760	+89%	+$75.5K	0.16%	110
2024 Q3	$102K	Buy	7,615 +3,718	+95%	+$68.2K	0.1%	117
2024 Q2	$90.4K	Buy	+3,897	New	+$115K	0.08%	116

Other funds holding MKTW

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Williams & Novak's MKTW Position: Q2 2025 in Review

Williams & Novak sold out of MarketWise (MKTW) in Q2 2025, closing a stake of 13,767 shares — an estimated $139K sold.

Williams & Novak first reported a position in MKTW in Q2 2024 and held it in 4 quarters. The position peaked at $163K in Q4 2024. 43 funds tracked by Wall St. Rank hold MKTW as of Q2 2025.

Williams & Novak reported no remaining MarketWise position as of Q2 2025 after selling out during the quarter.
Williams & Novak sold 13,767 MarketWise shares in Q2 2025, an estimated $139K.
Williams & Novak first reported a position in MarketWise in Q2 2024 and held it in 4 quarters.
Williams & Novak's MarketWise position peaked at $163K in Q4 2024.
43 funds tracked by Wall St. Rank held MarketWise as of Q2 2025.

Based on Williams & Novak's 13F filing for Q2 2025, filed 24 Jul 2025.