MarketWise, Inc. Class A Common Stock · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Russell 2000 ETF iShares Trust | IWM | $1.00M | 0.00% | 53,593 NS | $71.92B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $805.8K | 0.00% | 43,045 NS | $1.99T | FIGI |
| ROYCE SMALL-CAP TRUST, INC. — | — | $468.0K | 0.02% | 25,000 NS | $2.23B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $391.3K | 0.00% | 20,903 NS | $81.50B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $331.8K | 0.00% | 17,722 NS | $12.46B | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $79.5K | 0.01% | 4,247 NS | $1.21B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $59.4K | 0.00% | 3,174 NS | $4.82B | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $47.9K | 0.00% | 2,559 NS | $1.80B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $34.3K | 0.00% | 1,834 NS | $3.39B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $29.0K | 0.00% | 1,547 NS | $1.59B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $24.0K | 0.00% | 1,280 NS | $1.95B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $23.9K | 0.00% | 1,275 NS | $9.06B | FIGI |
| Small Cap Index Fund Northern Funds | — | $19.5K | 0.00% | 1,041 NS | $1.38B | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $14.7K | 0.00% | 785 NS | $1.90B | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $12.7K | 0.00% | 678 NS | $768.54M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $11.3K | 0.00% | 603 NS | $584.32M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $10.7K | 0.00% | 569 NS | $2.63B | FIGI |
| Spectrum Fund Meeder Funds | — | $9.4K | 0.00% | 502 NS | $241.63M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $8.0K | 0.00% | 430 NS | $962.08M | FIGI |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | — | $6.8K | 0.00% | 365 NS | $436.75M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $6.7K | 0.00% | 356 NS | $419.22M | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $6.4K | 0.00% | 342 NS | $174.05M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $3.8K | 0.00% | 203 NS | $354.45M | FIGI |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | — | $3.4K | 0.00% | 181 NS | $225.03M | FIGI |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $2.9K | 0.00% | 153 NS | $126.20M | FIGI |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | — | $1.7K | 0.00% | 93 NS | $260.28M | FIGI |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | — | $1.4K | 0.00% | 75 NS | $79.21M | FIGI |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | — | $1.2K | 0.00% | 63 NS | $253.61M | FIGI |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $917.28 | 0.00% | 49 NS | $1.02B | FIGI |
| EQ/Franklin Small Cap Value Managed Volatilit… EQ Advisors Trust | — | $861.12 | 0.00% | 46 NS | $241.02M | FIGI |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | — | $205.92 | 0.00% | 11 NS | $54.22M | FIGI |
| PROFUND VP ULTRA SMALL CAP ProFunds | — | $112.32 | 0.00% | 6 NS | $15.31M | FIGI |
| Russell 2000 Fund Rydex Series Funds | — | $93.60 | 0.00% | 5 NS | $12.87M | FIGI |
| PROFUND VP SMALL CAP ProFunds | — | $74.88 | 0.00% | 4 NS | $11.88M | FIGI |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | — | $56.16 | 0.00% | 3 NS | $5.96M | FIGI |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | — | $18.72 | 0.00% | 1 NS | $2.76M | FIGI |