Root Financial Partners
WFRD icon

Root Financial Partners’s Weatherford International WFRD Stock Holding History

Root Financial Partners’s Portfolio WFRD Stock Details WFRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18K Buy
+229
New +$20K ﹤0.01% 1609
2026
Q2 		– Sell
-246
Closed -$23.3K – 3163
2026
Q1 		$23.3K Buy
246
+59
+32% +$5.55K ﹤0.01% 1233
2025
Q4 		$14.6K Buy
187
+131
+234% +$9.5K ﹤0.01% 1332
2025
Q3 		$3.83K Buy
+56
New +$3.33K ﹤0.01% 1812

Other funds holding WFRD

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Root Financial Partners opened a new position in Weatherford International (WFRD) in Q3 2026: 229 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #1609 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WFRD as recently as Q1 2026.

Root Financial Partners first reported a position in WFRD in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.3K in Q1 2026. 312 funds tracked by Wall St. Rank hold WFRD as of Q3 2026.

  • Root Financial Partners held 229 shares of Weatherford International worth $18K as of Q3 2026.
  • Weatherford International was a new Root Financial Partners position in Q3 2026.
  • Weatherford International made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1609 holding.
  • Root Financial Partners first reported a position in Weatherford International in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Weatherford International position peaked at $23.3K in Q1 2026.
  • 312 funds tracked by Wall St. Rank held Weatherford International as of Q3 2026.

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