MarketWise Inc
MKTW15.230USD
-0.640-4.03%
Close 12/19, 16:00（ET）Quotes delayed by 15 min
37.34MMarket Cap
5.65P/E TTM
More Details of MarketWise Inc Company
MarketWise, Inc. operates a multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors. The Company provides its subscribers with the research, education, and tools that they need to navigate the financial markets. It produces a diversified product portfolio from a variety of financial research brands, such as Stansberry Research, Chaikin Analytics, Brownstone Research, InvestorPlace, and TradeSmith. It offers its research across a variety of platforms, including desktop, laptop, and mobile devices, including tablets and mobile phones. It covers various investment strategies, such as value investing, income, growth, commodities, cryptocurrencies, ventures, biotechnology, mutual funds, options, and trading. The Company also offers financial software and analytical tools. Through 12 primary customer-facing brands, the Company has about 27 free products and 116 paid products.
MarketWise Inc Info
Ticker SymbolMKTW
Company nameMarketWise Inc
IPO dateSep 14, 2020
CEOEifrig (David)
Number of employees439
Security typeOrdinary Share
Fiscal year-endSep 14
Address1125 N. Charles Street
CityBALTIMORE
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code21201
Phone18884389694
Website
Ticker SymbolMKTW
IPO dateSep 14, 2020
CEOEifrig (David)
Company Executives of MarketWise Inc
Name
Name/Position
Position
Shareholding
Change
Mr. Frank Porter Stansberry
Mr. Frank Porter Stansberry
Director
Director
210.01K
+3.33%
Mr. Glenn H. Tongue
Mr. Glenn H. Tongue
Independent Director
Independent Director
21.31K
+52.29%
Mr. Van D. Simmons
Mr. Van D. Simmons
Independent Director
Independent Director
18.16K
+59.51%
Mr. Scott Daniel Forney
Mr. Scott Daniel Forney
General Counsel, Corporate Secretary
General Counsel, Corporate Secretary
17.55K
-4.33%
Mr. Erik Mickels
Mr. Erik Mickels
Chief Operating and Financial Officer
Chief Operating and Financial Officer
13.23K
-21.21%
Mr. Marco Galsim
Mr. Marco Galsim
Chief Information Officer
Chief Information Officer
6.94K
-28.37%
Mr. Matthew Turner
Mr. Matthew Turner
Independent Chairman of the Board
Independent Chairman of the Board
--
--
Mr. Matthew Smith
Mr. Matthew Smith
Independent Director
Independent Director
--
--
Dr. David Eifrig
Dr. David Eifrig
Chief Executive Officer, Director
Chief Executive Officer, Director
--
-100.00%
Mr. Michael Palmer
Mr. Michael Palmer
Managing Director, Copywriter, Director
Managing Director, Copywriter, Director
--
--
Name
Name/Position
Position
Shareholding
Change
Mr. Frank Porter Stansberry
Mr. Frank Porter Stansberry
Director
Director
210.01K
+3.33%
Mr. Glenn H. Tongue
Mr. Glenn H. Tongue
Independent Director
Independent Director
21.31K
+52.29%
Mr. Van D. Simmons
Mr. Van D. Simmons
Independent Director
Independent Director
18.16K
+59.51%
Mr. Scott Daniel Forney
Mr. Scott Daniel Forney
General Counsel, Corporate Secretary
General Counsel, Corporate Secretary
17.55K
-4.33%
Mr. Erik Mickels
Mr. Erik Mickels
Chief Operating and Financial Officer
Chief Operating and Financial Officer
13.23K
-21.21%
Mr. Marco Galsim
Mr. Marco Galsim
Chief Information Officer
Chief Information Officer
6.94K
-28.37%
Revenue Breakdown
Currency: USDUpdated: Mon, Oct 6
Currency: USDUpdated: Mon, Oct 6
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2021
FY2020
FY2019
By BusinessUSD
Name
Revenue
Proportion
Membership subscriptions
41.86M
52.35%
Term subscriptions
37.42M
46.80%
Non-subscription revenue
676.00K
0.85%
By RegionUSD
Name
Revenue
Proportion
United States
79.95M
100.00%
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Membership subscriptions
41.86M
52.35%
Term subscriptions
37.42M
46.80%
Non-subscription revenue
676.00K
0.85%
Shareholding Stats
Updated: Wed, Nov 19
Updated: Wed, Nov 19
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Stansberry (Frank Porter)
8.69%
Ascendant Sponsor LP
6.31%
Lynch (Dale)
6.22%
Barclays Capital Inc.
5.79%
BlackRock Institutional Trust Company, N.A.
4.57%
Other
68.41%
Shareholders
Shareholders
Proportion
Stansberry (Frank Porter)
8.69%
Ascendant Sponsor LP
6.31%
Lynch (Dale)
6.22%
Barclays Capital Inc.
5.79%
BlackRock Institutional Trust Company, N.A.
4.57%
Other
68.41%
Shareholder Types
Shareholders
Proportion
Individual Investor
25.63%
Investment Advisor
11.48%
Corporation
6.31%
Research Firm
6.08%
Investment Advisor/Hedge Fund
5.85%
Hedge Fund
1.48%
Bank and Trust
0.09%
Pension Fund
0.03%
Other
43.05%
Institutional Shareholding
Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
136
726.51K
30.06%
+20.17K
2025Q2
156
1.61M
60.79%
+377.48K
2025Q1
168
4.12M
54.75%
-587.85K
2024Q4
167
26.85M
67.86%
-1.15M
2024Q3
174
29.48M
74.74%
-1.51M
2024Q2
181
27.23M
64.81%
-5.38M
2024Q1
182
26.67M
68.63%
-3.74M
2023Q4
174
25.06M
66.92%
-4.61M
2023Q3
175
24.49M
66.97%
-7.57M
2023Q2
220
24.71M
75.26%
-24.92M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Stansberry (Frank Porter)
210.01K
7.61%
+6.78K
+3.33%
Jun 12, 2025
Ascendant Sponsor LP
152.55K
5.53%
--
--
Apr 17, 2025
Lynch (Dale)
150.32K
5.45%
+143.32K
+2047.39%
Apr 17, 2025
Barclays Capital Inc.
145.50K
5.27%
+83.00K
+132.80%
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
112.58K
4.08%
-11.21K
-9.06%
Jun 30, 2025
Arnold (Mark Patrick)
106.72K
3.87%
+95.22K
+828.03%
Apr 17, 2025
The Vanguard Group, Inc.
73.51K
2.66%
+1.08K
+1.49%
Jun 30, 2025
Geode Capital Management, L.L.C.
49.46K
1.79%
+3.25K
+7.02%
Jun 30, 2025
State Street Investment Management (US)
27.37K
0.99%
+804.00
+3.03%
Jun 30, 2025
Royce Investment Partners
25.00K
0.91%
--
--
Jun 30, 2025
View more
Related ETFs
Updated: Tue, Dec 2
Updated: Tue, Dec 2
Name
Proportion
iShares Micro-Cap ETF
0.01%
Global X Russell 2000 ETF
0%
Invesco Russell 2000 Dynamic Multifactor ETF
0%
iShares Russell 2000 ETF
0%
iShares Russell 2000 Value ETF
0%
Dimensional US Core Equity 1 ETF
0%
ProShares Hedge Replication ETF
0%
ProShares UltraPro Russell2000
0%
iShares Russell 2000 Growth ETF
0%
Global X Russell 2000 Covered Call ETF
0%
View more
iShares Micro-Cap ETF
Proportion0.01%
Global X Russell 2000 ETF
Proportion0%
Invesco Russell 2000 Dynamic Multifactor ETF
Proportion0%
iShares Russell 2000 ETF
Proportion0%
iShares Russell 2000 Value ETF
Proportion0%
Dimensional US Core Equity 1 ETF
Proportion0%
ProShares Hedge Replication ETF
Proportion0%
ProShares UltraPro Russell2000
Proportion0%
iShares Russell 2000 Growth ETF
Proportion0%
Global X Russell 2000 Covered Call ETF
Proportion0%
Dividend
A total of
244.47M
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Nov 03, 2025
MKTW.NB Final Cash Dividend of gross USD 0.2 paid on Dec 24, 2025 going ex on Nov 14, 2025
Nov 14, 2025
Dec 24, 2025
Nov 14, 2025
Aug 01, 2025
MKTW.NB Interim Cash Dividend of gross USD 0.2 paid on Sep 25, 2025 going ex on Aug 15, 2025
Aug 15, 2025
Sep 25, 2025
Aug 15, 2025
May 02, 2025
MKTW.NB Interim Cash Dividend of gross USD 0.2 paid on Jun 25, 2025 going ex on May 15, 2025
May 15, 2025
Jun 25, 2025
May 15, 2025
Mar 03, 2025
MKTW.NB Interim Cash Dividend of gross USD 0.01 paid on Mar 31, 2025 going ex on Mar 18, 2025
Mar 18, 2025
Mar 31, 2025
Mar 18, 2025
Nov 07, 2024
MKTW.NB Final Cash Dividend of gross USD 0.01 paid on Dec 26, 2024 going ex on Nov 25, 2024
Nov 25, 2024
Dec 26, 2024
Nov 25, 2024
Aug 02, 2024
MKTW.NB Interim Cash Dividend of gross USD 0.01 paid on Sep 25, 2024 going ex on Aug 15, 2024
Aug 15, 2024
Sep 25, 2024
Aug 15, 2024
May 03, 2024
MKTW.NB Interim Cash Dividend of gross USD 0.01 paid on Jun 25, 2024 going ex on May 14, 2024
May 15, 2024
Jun 25, 2024
May 14, 2024
Mar 05, 2024
MKTW.NB Interim Cash Dividend of gross USD 0.01 paid on Apr 25, 2024 going ex on Mar 14, 2024
Mar 15, 2024
Apr 25, 2024
Mar 14, 2024
Oct 19, 2023
MKTW.NB Final Cash Dividend of gross USD 0.01 paid on Jan 25, 2024 going ex on Dec 21, 2023
Dec 25, 2023
Jan 25, 2024
Dec 21, 2023
Aug 03, 2023
MKTW.NB Interim Cash Dividend of gross USD 0.01 paid on Oct 26, 2023 going ex on Sep 01, 2023
Sep 05, 2023
Oct 26, 2023
Sep 01, 2023
View more
Stock Split
Date
Type
Ratio
Mar 31, 2025
Merger
20→1
Date
Type
Ratio
Mar 31, 2025
Merger
20→1
FAQs
Who are the top five shareholders of MarketWise Inc?
The top five shareholders of MarketWise Inc are:
Stansberry (Frank Porter) holds 210.01K shares, accounting for 7.61% of the total shares.
Ascendant Sponsor LP holds 152.55K shares, accounting for 5.53% of the total shares.
Lynch (Dale) holds 150.32K shares, accounting for 5.45% of the total shares.
Barclays Capital Inc. holds 145.50K shares, accounting for 5.27% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 112.58K shares, accounting for 4.08% of the total shares.
Stansberry (Frank Porter) holds 210.01K shares, accounting for 7.61% of the total shares.
Ascendant Sponsor LP holds 152.55K shares, accounting for 5.53% of the total shares.
Lynch (Dale) holds 150.32K shares, accounting for 5.45% of the total shares.
Barclays Capital Inc. holds 145.50K shares, accounting for 5.27% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 112.58K shares, accounting for 4.08% of the total shares.
What are the top three shareholder types of MarketWise Inc?
The top three shareholder types of MarketWise Inc are:
Stansberry (Frank Porter)
Ascendant Sponsor LP
Lynch (Dale)
Stansberry (Frank Porter)
Ascendant Sponsor LP
Lynch (Dale)
How many institutions hold shares of MarketWise Inc (MKTW)?
As of 2025Q3, 136 institutions hold shares of MarketWise Inc, with a combined market value of approximately 726.51K, accounting for 30.06% of the total shares. Compared to 2025Q2, institutional shareholding has increased by -30.73%.
What is the biggest source of revenue for MarketWise Inc?
In FY2025Q2, the Membership subscriptions business generated the highest revenue for MarketWise Inc, amounting to 41.86M and accounting for 52.35% of total revenue.
