Root Financial Partners
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Root Financial Partners’s Wise Group WSE Stock Holding History

Root Financial Partners’s Portfolio WSE Stock Details WSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$68 Buy
+6
New +$74 ﹤0.01% 3696

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Citigroup
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Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Root Financial Partners opened a new position in Wise Group (WSE) in Q3 2026: 6 shares worth $68. The stake represents ﹤0.01% of the portfolio and ranks #3696 among its holdings.

110 funds tracked by Wall St. Rank hold WSE as of Q3 2026.

  • Root Financial Partners held 6 shares of Wise Group worth $68 as of Q3 2026.
  • Wise Group was a new Root Financial Partners position in Q3 2026.
  • Wise Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3696 holding.
  • 110 funds tracked by Wall St. Rank held Wise Group as of Q3 2026.

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