Root Financial Partners
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Root Financial Partners’s Wyndham Hotels & Resorts WH Stock Holding History

Root Financial Partners’s Portfolio WH Stock Details WH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$62.9K Buy
+875
New +$64.8K ﹤0.01% 966
2026
Q2 		– Sell
-218
Closed -$17.7K – 3165
2026
Q1 		$17.7K Buy
218
+125
+134% +$9.8K ﹤0.01% 1390
2025
Q4 		$7.03K Sell
93
-102
-52% -$7.69K ﹤0.01% 1645
2025
Q3 		$15.6K Buy
+195
New +$16.8K ﹤0.01% 1238

Other funds holding WH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Ilex Capital Partners
Ilex Capital Partners London, United Kingdom $5.15B AUM 9.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Root Financial Partners opened a new position in Wyndham Hotels & Resorts (WH) in Q3 2026: 875 shares worth $62.9K. The stake represents ﹤0.01% of the portfolio and ranks #966 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WH as recently as Q1 2026.

Root Financial Partners first reported a position in WH in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold WH as of Q3 2026.

  • Root Financial Partners held 875 shares of Wyndham Hotels & Resorts worth $62.9K as of Q3 2026.
  • Wyndham Hotels & Resorts was a new Root Financial Partners position in Q3 2026.
  • Wyndham Hotels & Resorts made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #966 holding.
  • Root Financial Partners first reported a position in Wyndham Hotels & Resorts in Q3 2025 and has held it in 4 quarters since.
  • 360 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2026.

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