Root Financial Partners
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
Q3 		$237 Buy
+12
New +$231 ﹤0.01% 3469
2026
Q2 		– Sell
-2
Closed -$37 – 2078
2026
Q1 		$37 Buy
+2
New +$31 ﹤0.01% 3406

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
SRB
Sid R. Bass $2.91M AUM 19.72% 1-Year Est. Return
Phraction Management
Phraction Management Colchester, Connecticut $545M AUM 31.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
MTM Investment Management
MTM Investment Management Spartanburg, South Carolina $346M AUM 17.64% 1-Year Est. Return
Formidable Asset Management
Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

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

Root Financial Partners opened a new position in MarketWise (MKTW) in Q3 2026: 12 shares worth $237. The stake represents ﹤0.01% of the portfolio and ranks #3469 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MKTW as recently as Q1 2026.

Root Financial Partners first reported a position in MKTW in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold MKTW as of Q3 2026.

  • Root Financial Partners held 12 shares of MarketWise worth $237 as of Q3 2026.
  • MarketWise was a new Root Financial Partners position in Q3 2026.
  • MarketWise made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3469 holding.
  • Root Financial Partners first reported a position in MarketWise in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held MarketWise as of Q3 2026.

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