Root Financial Partners
WWD icon

Root Financial Partners’s Woodward WWD Stock Holding History

Root Financial Partners’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$106K Buy
+323
New +$117K ﹤0.01% 712
2026
Q2 		– Sell
-296
Closed -$106K – 3210
2026
Q1 		$106K Buy
296
+163
+123% +$58.7K ﹤0.01% 540
2025
Q4 		$40.2K Buy
133
+25
+23% +$6.88K ﹤0.01% 809
2025
Q3 		$27.3K Buy
+108
New +$26.8K ﹤0.01% 951

Other funds holding WWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Root Financial Partners opened a new position in Woodward (WWD) in Q3 2026: 323 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WWD as recently as Q1 2026.

Root Financial Partners first reported a position in WWD in Q3 2025 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold WWD as of Q3 2026.

  • Root Financial Partners held 323 shares of Woodward worth $106K as of Q3 2026.
  • Woodward was a new Root Financial Partners position in Q3 2026.
  • Woodward made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #712 holding.
  • Root Financial Partners first reported a position in Woodward in Q3 2025 and has held it in 4 quarters since.
  • 342 funds tracked by Wall St. Rank held Woodward as of Q3 2026.

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