As of the latest SEC filings, MARKETWISE, INC. (MKTW) is held by 68 institutional funds. The largest fund shareholder is iShares Russell 2000 ETF (IWM), holding an estimated $1,003,260.96 in market value, representing a significant portion of its portfolio.
Funds holding MARKETWISE, INC. (MKTW)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MKTW
- CIK:
- 0001805651
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $1,003,260.96 | 53,593 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $805,802.40 | 43,045 | Mar 31, 2026 | May 28, 2026 |
|
RVT
ROYCE SMALL-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.02% | $468,000.00 | 25,000 | Mar 31, 2026 | May 21, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $391,304.16 | 20,903 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $333,977.92 | 19,856 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.00% | $331,755.84 | 17,722 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $141,041.20 | 10,060 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $135,545.36 | 9,668 | Feb 28, 2026 | Apr 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $79,503.84 | 4,247 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $67,094.98 | 3,989 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $59,417.28 | 3,174 | Mar 31, 2026 | May 28, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.00% | $47,904.48 | 2,559 | Mar 31, 2026 | May 26, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $41,330.96 | 2,948 | Feb 28, 2026 | Apr 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $39,844.84 | 2,842 | Feb 28, 2026 | Apr 24, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $35,944.34 | 2,137 | Apr 30, 2026 | Jun 24, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $34,332.48 | 1,834 | Mar 31, 2026 | May 26, 2026 |
|
-
EQ/Small Company Index Portfolio
|
ETF | Independent / Boutique | 0.00% | $28,959.84 | 1,547 | Mar 31, 2026 | May 26, 2026 |
|
-
LVIP SSGA Small-Cap Index Fund
|
ETF | Independent / Boutique | 0.00% | $23,961.60 | 1,280 | Mar 31, 2026 | May 18, 2026 |
|
BBVSX
Bridge Builder Small/Mid Cap Value Fund
|
MF | Independent / Boutique | 0.00% | $23,868.00 | 1,275 | Mar 31, 2026 | May 22, 2026 |
|
VTWV
VANGUARD RUSSELL 2000 VALUE INDEX FUND
|
ETF | Vanguard | 0.00% | $19,894.38 | 1,419 | Feb 28, 2026 | Apr 28, 2026 |
|
NSIDX
Small Cap Index Fund
|
MF | Independent / Boutique | 0.00% | $19,487.52 | 1,041 | Mar 31, 2026 | May 28, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $16,375.36 | 1,168 | Feb 28, 2026 | Apr 24, 2026 |
|
-
EQ/AB Small Cap Growth Portfolio
|
ETF | Independent / Boutique | 0.00% | $14,695.20 | 785 | Mar 31, 2026 | May 26, 2026 |
|
DFSU
Dimensional US Sustainability Core 1 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $13,069.14 | 777 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Small-Cap Index Portfolio
|
ETF | Independent / Boutique | 0.00% | $12,692.16 | 678 | Mar 31, 2026 | May 27, 2026 |
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