Bare Financial Services’s Willis Lease Finance WLFC Stock Holding History

Bare Financial Services’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	$299	Buy	+6	New	+$367	﹤0.01%	1874

Other funds holding WLFC

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PIP

Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bare Financial Services's WLFC Position: Q3 2026 in Review

Bare Financial Services opened a new position in Willis Lease Finance (WLFC) in Q3 2026: 6 shares worth $299. The stake represents ﹤0.01% of the portfolio and ranks #1874 among its holdings.

53 funds tracked by Wall St. Rank hold WLFC as of Q3 2026.

Bare Financial Services held 6 shares of Willis Lease Finance worth $299 as of Q3 2026.
Willis Lease Finance was a new Bare Financial Services position in Q3 2026.
Willis Lease Finance made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #1874 holding.
53 funds tracked by Wall St. Rank held Willis Lease Finance as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.