Root Financial Partners
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Root Financial Partners’s Etsy ETSY Stock Holding History

Root Financial Partners’s Portfolio ETSY Stock Details ETSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$161K Buy
+2,253
New +$178K 0.01% 527
2026
Q2 		– Sell
-2,209
Closed -$110K – 1285
2026
Q1 		$110K Buy
2,209
+4
+0.2% +$219 0.01% 530
2025
Q4 		$122K Buy
2,205
+53
+2% +$3.23K 0.01% 400
2025
Q3 		$143K Buy
+2,152
New +$128K 0.01% 341

Other funds holding ETSY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Root Financial Partners's ETSY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Etsy (ETSY) in Q3 2026: 2,253 shares worth $161K. The stake represents 0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ETSY as recently as Q1 2026.

Root Financial Partners first reported a position in ETSY in Q3 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold ETSY as of Q3 2026.

  • Root Financial Partners held 2,253 shares of Etsy worth $161K as of Q3 2026.
  • Etsy was a new Root Financial Partners position in Q3 2026.
  • Etsy made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #527 holding.
  • Root Financial Partners first reported a position in Etsy in Q3 2025 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held Etsy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.