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FIRST TRUST ADVISORS LP: WLFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on WLFC, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 58,309 WLFC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,309 shares
    Change vs previous 13F +22,080 shares

    0.01% of the 13F portfolio, value $13,341,099.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,229 shares
    Change vs previous 13F +17,484 shares

    <0.01% of the 13F portfolio, value $6,168,349.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,745 shares
    Change vs previous 13F -3,331 shares

    <0.01% of the 13F portfolio, value $2,542,571.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,076 shares
    Change vs previous 13F -18,213 shares

    <0.01% of the 13F portfolio, value $3,026,398.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,289 shares
    Change vs previous 13F +31,480 shares

    <0.01% of the 13F portfolio, value $5,752,463.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,809 shares
    Change vs previous 13F -153 shares

    <0.01% of the 13F portfolio, value $1,391,557.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,962 shares
    Change vs previous 13F -967 shares

    <0.01% of the 13F portfolio, value $1,860,063.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,929 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,477,534.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).