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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
Q1 		$5.06K Buy
74
+16
+28% +$1.09K ﹤0.01% 1956
2025
Q4 		$3.72K Sell
58
-32
-36% -$2.13K ﹤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 $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's WMK Position: Q1 2026 in Review

Root Financial Partners increased its Weis Markets (WMK) stake by 28% in Q1 2026, buying an estimated $1.09K and bringing the position to 74 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Root Financial Partners first reported a position in WMK in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.47K in Q3 2025. 179 funds tracked by Wall St. Rank hold WMK as of Q1 2026.

  • Root Financial Partners held 74 shares of Weis Markets worth $5.06K as of Q1 2026.
  • Root Financial Partners bought 16 Weis Markets shares in Q1 2026, an estimated $1.09K.
  • Weis Markets made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1956 holding.
  • Root Financial Partners first reported a position in Weis Markets in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Weis Markets position peaked at $6.47K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Weis Markets as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.