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Root Financial Partners’s WisdomTree WT Stock Holding History

Root Financial Partners’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-39
Closed -$568 – 3199
2026
Q1 		$568 Buy
+39
New +$603 ﹤0.01% 2827

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KWM
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Truist Financial
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YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Root Financial Partners's WT Position: Q2 2026 in Review

Root Financial Partners sold out of WisdomTree (WT) in Q2 2026, closing a stake of 39 shares — an estimated $568 sold.

Root Financial Partners first reported a position in WT in Q1 2026 and held it in 1 quarter. The position peaked at $568 in Q1 2026. 71 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Root Financial Partners reported no remaining WisdomTree position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 39 WisdomTree shares in Q2 2026, an estimated $568.
  • Root Financial Partners first reported a position in WisdomTree in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's WisdomTree position peaked at $568 in Q1 2026.
  • 71 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

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