Root Financial Partners
WLFC icon

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
Q3 		$2.2K Buy
+44
New +$2.7K ﹤0.01% 2604
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: Q3 2026 in Review

Root Financial Partners opened a new position in Willis Lease Finance (WLFC) in Q3 2026: 44 shares worth $2.2K. The stake represents ﹤0.01% of the portfolio and ranks #2604 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WLFC as recently as Q1 2026.

Root Financial Partners first reported a position in WLFC in Q3 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold WLFC as of Q3 2026.

  • Root Financial Partners held 44 shares of Willis Lease Finance worth $2.2K as of Q3 2026.
  • Willis Lease Finance was a new Root Financial Partners position in Q3 2026.
  • Willis Lease Finance made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2604 holding.
  • Root Financial Partners first reported a position in Willis Lease Finance in Q3 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Willis Lease Finance as of Q3 2026.

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