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Root Financial Partners’s Willis Lease Finance WLFC Stock Holding History

Root Financial Partners’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$851 Hold
5
– – ﹤0.01% 2670
2025
Q4 		$678 Hold
5
– – ﹤0.01% 2172
2025
Q3 		$685 Buy
+5
New +$727 ﹤0.01% 2114

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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
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RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
FTIA
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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Root Financial Partners's WLFC Position: Q1 2026 in Review

Root Financial Partners held its Willis Lease Finance (WLFC) position steady in Q1 2026 at 5 shares worth $851. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

Root Financial Partners first reported a position in WLFC in Q3 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold WLFC as of Q1 2026.

  • Root Financial Partners held 5 shares of Willis Lease Finance worth $851 as of Q1 2026.
  • Root Financial Partners left its Willis Lease Finance share count unchanged in Q1 2026.
  • Willis Lease Finance made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2670 holding.
  • Root Financial Partners first reported a position in Willis Lease Finance in Q3 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.