Root Financial Partners
WMK icon

Root Financial Partners’s Weis Markets WMK Stock Holding History

Root Financial Partners’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.22K Buy
+99
New +$7.34K ﹤0.01% 2074
2026
Q2 		– Sell
-74
Closed -$5.06K – 3178
2026
Q1 		$5.06K Buy
74
+16
+28% +$1.09K ﹤0.01% 1956
2025
Q4 		$3.72K Sell
58
-32
-36% -$2.14K ﹤0.01% 1857
2025
Q3 		$6.47K Buy
+90
New +$6.57K ﹤0.01% 1620

Other funds holding WMK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Root Financial Partners opened a new position in Weis Markets (WMK) in Q3 2026: 99 shares worth $7.22K. The stake represents ﹤0.01% of the portfolio and ranks #2074 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WMK as recently as Q1 2026.

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

  • Root Financial Partners held 99 shares of Weis Markets worth $7.22K as of Q3 2026.
  • Weis Markets was a new Root Financial Partners position in Q3 2026.
  • Weis Markets made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2074 holding.
  • Root Financial Partners first reported a position in Weis Markets in Q3 2025 and has held it in 4 quarters since.
  • 134 funds tracked by Wall St. Rank held Weis Markets as of Q3 2026.

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