Root Financial Partners
W icon

Root Financial Partners’s Wayfair W Stock Holding History

Root Financial Partners’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$175K Buy
+1,709
New +$167K 0.01% 495
2026
Q2 		– Sell
-145
Closed -$10.9K – 3141
2026
Q1 		$10.9K Sell
145
-15
-9% -$1.36K ﹤0.01% 1647
2025
Q4 		$16.1K Buy
160
+53
+50% +$5.1K ﹤0.01% 1286
2025
Q3 		$9.6K Buy
+107
New +$7.84K ﹤0.01% 1472

Other funds holding W

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

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

Root Financial Partners opened a new position in Wayfair (W) in Q3 2026: 1,709 shares worth $175K. The stake represents 0.01% of the portfolio and ranks #495 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in W as recently as Q1 2026.

Root Financial Partners first reported a position in W in Q3 2025 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold W as of Q3 2026.

  • Root Financial Partners held 1,709 shares of Wayfair worth $175K as of Q3 2026.
  • Wayfair was a new Root Financial Partners position in Q3 2026.
  • Wayfair made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #495 holding.
  • Root Financial Partners first reported a position in Wayfair in Q3 2025 and has held it in 4 quarters since.
  • 196 funds tracked by Wall St. Rank held Wayfair as of Q3 2026.

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