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Root Financial Partners’s WPP WPP Stock Holding History

Root Financial Partners’s Portfolio WPP Stock Details WPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-29
Closed -$451 – 3187
2026
Q1 		$451 Hold
29
– – ﹤0.01% 2901
2025
Q4 		$651 Buy
+29
New +$624 ﹤0.01% 2174

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Bank of Montreal
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AA
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Jane Street
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Root Financial Partners's WPP Position: Q2 2026 in Review

Root Financial Partners sold out of WPP (WPP) in Q2 2026, closing a stake of 29 shares — an estimated $451 sold.

Root Financial Partners first reported a position in WPP in Q4 2025 and held it in 2 quarters. The position peaked at $651 in Q4 2025. 139 funds tracked by Wall St. Rank hold WPP as of Q2 2026.

  • Root Financial Partners reported no remaining WPP position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 29 WPP shares in Q2 2026, an estimated $451.
  • Root Financial Partners first reported a position in WPP in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's WPP position peaked at $651 in Q4 2025.
  • 139 funds tracked by Wall St. Rank held WPP as of Q2 2026.

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