World Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

World Investment Advisors’s Portfolio ARKK Stock Details ARKK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$316K	Sell	4,671 -606	-11%	-$45K	0.01%	1229
2025 Q4	$406K	Buy	5,277 +1,320	+33%	+$109K	0.01%	1028
2025 Q3	$341K	Buy	3,957 +555	+16%	+$42.4K	0.01%	938
2025 Q2	$239K	Buy	+3,402	New	+$188K	0.01%	1020
2021 Q4	–	Sell	-4,376	Closed	-$484K	–	268
2021 Q3	$484K	Buy	4,376 +66	+2%	+$7.95K	0.11%	126
2021 Q2	$564K	Hold	4,310	–	–	0.13%	115
2021 Q1	$429K	Buy	4,310 +1,246	+41%	+$169K	0.1%	130
2020 Q4	$480K	Buy	+3,064	New	+$332K	0.12%	128

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return