RFP
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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
Q1 		$7.09K Buy
136
+12
+10% +$642 ﹤0.01% 1812
2025
Q4 		$6.39K 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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Root Financial Partners increased its Worthington Enterprises (WOR) stake by 9.7% in Q1 2026, buying an estimated $642 and bringing the position to 136 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Root Financial Partners first reported a position in WOR in Q3 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold WOR as of Q1 2026.

  • Root Financial Partners held 136 shares of Worthington Enterprises worth $7.09K as of Q1 2026.
  • Root Financial Partners bought 12 Worthington Enterprises shares in Q1 2026, an estimated $642.
  • Worthington Enterprises made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1812 holding.
  • Root Financial Partners first reported a position in Worthington Enterprises in Q3 2025 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Worthington Enterprises as of Q1 2026.

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