RFP
MKTW icon

Root Financial Partners’s MarketWise MKTW Stock Holding History

Root Financial Partners’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37 Buy
+2
New +$31 ﹤0.01% 3406

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.53M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return

Root Financial Partners's MKTW Position: Q1 2026 in Review

Root Financial Partners opened a new position in MarketWise (MKTW) in Q1 2026: 2 shares worth $37. The stake represents ﹤0.01% of the portfolio and ranks #3406 among its holdings.

52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

  • Root Financial Partners held 2 shares of MarketWise worth $37 as of Q1 2026.
  • MarketWise was a new Root Financial Partners position in Q1 2026.
  • MarketWise made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3406 holding.
  • 52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.