Cathie Wood’s ARK Invest ETFs (exchange-traded funds) reported several notable trades on Wednesday, January 28, 2026, according to daily disclosures. The trades show Wood further boosting exposure to crypto-related names, while cutting exposure to defense and biotech stocks.
Claim 50% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
The buys on January 28 came as Bitcoin traded below $90,000, showing ongoing swings in the crypto market. Even so, ARK kept shifting money into crypto-focused platforms, pointing to confidence in the long-term outlook.
The purchases suggest ARK is using recent price weakness to add positions, as some investors expect clearer crypto rules ahead, which could help the sector.
Which Stocks Did Wood Buy on January 28?
On the buying side, the largest addition was Bullish (BLSH), the Peter Thiel-backed crypto exchange. ARK bought about 87,500 shares of the stock after it touched a record low, with most of the buying coming through the ARK Innovation ETF (ARKK), which added 80,124 shares, and the ARK Fintech Innovation ETF (ARKF), which added 5,648 shares.
ARK also bought 109,678 shares of Figma (FIG), the cloud-based design software company, while increasing its crypto exposure through purchases of Circle Internet (CRCL) and Coinbase (COIN). Together, these moves were part of a reported $21.5 million push into crypto-linked assets.
Which Stocks Did ARK Sell?
On the sell side, ARK trimmed its position in Kratos Defense & Security Solutions (KTOS). The firm sold 13,677 shares through the ARK Autonomous Technology & Robotics ETF (ARKQ).
ARK also reduced its biotech exposure by selling 36,958 shares of Twist Bioscience (TWST) via the ARKK ETF, continuing a recent pattern of trimming the stock.
Let’s see how all of these stocks perform using the TipRanks Stock Comparison Tool.
