Copeland Capital Management, LLC

Position in MKTW — Marketwise, Inc.

CIK 1541743 Conshohocken, PA

Position in MKTW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$134,602

New position

Shares Held

7,545

first reported quarter

Ownership

0.048%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#16

of 50 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Copeland Capital Management, LLC holds $61,669,887 across 5 Financial Data & Stock Exchanges names. MKTW ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MORN	Morningstar, Inc.	229,546	$35,813,765
2	TRU	TransUnion	328,552	$23,701,740
3	MSCI	MSCI Inc.	1,816	$1,017,032
4	NDAQ	Nasdaq, Inc.	12,722	$1,002,748
5	MKTW	Marketwise, Inc. This page	7,545	$134,602

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$134,602	7,545	—	Shares	Sole	2026-08-04
No filing history on record for this holder in this stock.