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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
Q2 		– Sell
-15
Closed -$851 – 3174
2026
Q1 		$851 Hold
15
– – ﹤0.01% 2670
2025
Q4 		$678 Hold
15
– – ﹤0.01% 2172
2025
Q3 		$685 Buy
+15
New +$727 ﹤0.01% 2114

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

Root Financial Partners sold out of Willis Lease Finance (WLFC) in Q2 2026, closing a stake of 15 shares — an estimated $851 sold.

Root Financial Partners first reported a position in WLFC in Q3 2025 and held it in 3 quarters. The position peaked at $851 in Q1 2026. 175 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Root Financial Partners reported no remaining Willis Lease Finance position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 15 Willis Lease Finance shares in Q2 2026, an estimated $851.
  • Root Financial Partners first reported a position in Willis Lease Finance in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Willis Lease Finance position peaked at $851 in Q1 2026.
  • 175 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

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