Root Financial Partners
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Root Financial Partners’s World Kinect Corp WKC Stock Holding History

Root Financial Partners’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.2K Buy
+404
New +$14.6K ﹤0.01% 1735
2026
Q2 		– Sell
-149
Closed -$3.44K – 3172
2026
Q1 		$3.44K Buy
149
+77
+107% +$1.96K ﹤0.01% 2092
2025
Q4 		$1.69K Sell
72
-35
-33% -$863 ﹤0.01% 2015
2025
Q3 		$2.78K Buy
+107
New +$2.88K ﹤0.01% 1905

Other funds holding WKC

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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Root Financial Partners opened a new position in World Kinect Corp (WKC) in Q3 2026: 404 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #1735 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WKC as recently as Q1 2026.

Root Financial Partners first reported a position in WKC in Q3 2025 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold WKC as of Q3 2026.

  • Root Financial Partners held 404 shares of World Kinect Corp worth $14.2K as of Q3 2026.
  • World Kinect Corp was a new Root Financial Partners position in Q3 2026.
  • World Kinect Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1735 holding.
  • Root Financial Partners first reported a position in World Kinect Corp in Q3 2025 and has held it in 4 quarters since.
  • 134 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2026.

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