Back to WLFC
Root Financial Partners, LLC → WLFC
Root Financial Partners, LLC WLFC Position History
Willis Lease Finance Corporation • Wholesale Trade
Quarters held
4
Latest value
$2K
Q3 2026
Peak value
$2K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $685 |
| Q4 2025 | $678 |
| Q1 2026 | $851 |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 44 | — | — |
| Q1 2026 | $851 | 5 | — | — |
| Q4 2025 | $678 | 5 | — | — |
| Q3 2025 | $685 | 5 | — | — |
Other funds holding WLFC
$151.5M
$115.3M
$104M
$91.9M
$83.1M
Other Root Financial Partners, LLC positions
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CRDO
$162.3MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$161.8MDIMENSIONAL CORE FIXED INCOME ETF
HONA
$158.7MDIMENSIONAL CORE FIXED INCOME ETF
CRDO
$151.2MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$137.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF