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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
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

CS
CapitalatWork SA Auderghem $3.99B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
RMSCM
R.M. Sincerbeaux Capital Management New York $188M AUM 12.59% 1-Year Est. Return

Root Financial Partners's WH Position: Q2 2026 in Review

Root Financial Partners sold out of Wyndham Hotels & Resorts (WH) in Q2 2026, closing a stake of 218 shares — an estimated $17.7K sold.

Root Financial Partners first reported a position in WH in Q3 2025 and held it in 3 quarters. The position peaked at $17.7K in Q1 2026. 136 funds tracked by Wall St. Rank hold WH as of Q2 2026.

  • Root Financial Partners reported no remaining Wyndham Hotels & Resorts position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 218 Wyndham Hotels & Resorts shares in Q2 2026, an estimated $17.7K.
  • Root Financial Partners first reported a position in Wyndham Hotels & Resorts in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Wyndham Hotels & Resorts position peaked at $17.7K in Q1 2026.
  • 136 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.