Root Financial Partners’s Wave Life Sciences WVE Stock Holding History

Root Financial Partners’s Portfolio WVE Stock Details WVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$122	Buy	+33	New	+$174	﹤0.01%	3612

Other funds holding WVE

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.36% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

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

Root Financial Partners opened a new position in Wave Life Sciences (WVE) in Q3 2026: 33 shares worth $122. The stake represents ﹤0.01% of the portfolio and ranks #3612 among its holdings.

12 funds tracked by Wall St. Rank hold WVE as of Q3 2026.

Root Financial Partners held 33 shares of Wave Life Sciences worth $122 as of Q3 2026.
Wave Life Sciences was a new Root Financial Partners position in Q3 2026.
Wave Life Sciences made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3612 holding.
12 funds tracked by Wall St. Rank held Wave Life Sciences as of Q3 2026.

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