Root Financial Partners
WOR icon

Root Financial Partners’s Worthington Enterprises WOR Stock Holding History

Root Financial Partners’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.9K Buy
+216
New +$12.4K ﹤0.01% 1787
2026
Q2 		– Sell
-136
Closed -$7.09K – 3184
2026
Q1 		$7.09K Buy
136
+12
+10% +$642 ﹤0.01% 1812
2025
Q4 		$6.4K Buy
124
+28
+29% +$1.54K ﹤0.01% 1685
2025
Q3 		$5.33K Buy
+96
New +$6.05K ﹤0.01% 1698

Other funds holding WOR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

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

Root Financial Partners opened a new position in Worthington Enterprises (WOR) in Q3 2026: 216 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #1787 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WOR as recently as Q1 2026.

Root Financial Partners first reported a position in WOR in Q3 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold WOR as of Q3 2026.

  • Root Financial Partners held 216 shares of Worthington Enterprises worth $12.9K as of Q3 2026.
  • Worthington Enterprises was a new Root Financial Partners position in Q3 2026.
  • Worthington Enterprises made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1787 holding.
  • Root Financial Partners first reported a position in Worthington Enterprises in Q3 2025 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2026.

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