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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
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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BIP
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Root Financial Partners sold out of World Kinect Corp (WKC) in Q2 2026, closing a stake of 149 shares — an estimated $3.44K sold.

Root Financial Partners first reported a position in WKC in Q3 2025 and held it in 3 quarters. The position peaked at $3.44K in Q1 2026. 294 funds tracked by Wall St. Rank hold WKC as of Q2 2026.

  • Root Financial Partners reported no remaining World Kinect Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 149 World Kinect Corp shares in Q2 2026, an estimated $3.44K.
  • Root Financial Partners first reported a position in World Kinect Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's World Kinect Corp position peaked at $3.44K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2026.

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