WAG
ARKW icon

Winthrop Advisory Group’s ARK Web x.0 ETF ARKW Stock Holding History

Winthrop Advisory Group’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
-1,234
Closed -$215K – 191
2025
Q3 		$215K Buy
+1,234
New +$196K 0.02% 176
2023
Q3 		– Sell
-3,795
Closed -$222K – 128
2023
Q2 		$222K Buy
3,795
+61
+2% +$3.18K 0.04% 118
2023
Q1 		$200K Buy
+3,734
New +$182K 0.04% 121

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Winthrop Advisory Group's ARKW Position: Q4 2025 in Review

Winthrop Advisory Group sold out of ARK Web x.0 ETF (ARKW) in Q4 2025, closing a stake of 1,234 shares — an estimated $215K sold.

Winthrop Advisory Group first reported a position in ARKW in Q1 2023 and held it in 3 quarters. The position peaked at $222K in Q2 2023. 242 funds tracked by Wall St. Rank hold ARKW as of Q4 2025.

  • Winthrop Advisory Group reported no remaining ARK Web x.0 ETF position as of Q4 2025 after selling out during the quarter.
  • Winthrop Advisory Group sold 1,234 ARK Web x.0 ETF shares in Q4 2025, an estimated $215K.
  • Winthrop Advisory Group first reported a position in ARK Web x.0 ETF in Q1 2023 and held it in 3 quarters.
  • Winthrop Advisory Group's ARK Web x.0 ETF position peaked at $222K in Q2 2023.
  • 242 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q4 2025.

Based on Winthrop Advisory Group's 13F filing for Q4 2025, filed 21 Jan 2026.