CIBC Private Wealth Group
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CIBC Private Wealth Group’s Willis Lease Finance WLFC Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$271 Buy
6
+3
+100% +$129 ﹤0.01% 3163
2025
Q3 		$137 Buy
+3
New +$145 ﹤0.01% 2966
2024
Q3 		– Sell
-933
Closed -$21.1K – 3309
2024
Q2 		$21.1K Hold
933
– – ﹤0.01% 2005
2024
Q1 		$15.2K Buy
+933
New +$15K ﹤0.01% 2131

Other funds holding WLFC

MI
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BCA
Buckley Capital Advisors Miami Beach, Florida $161M AUM

CIBC Private Wealth Group's WLFC Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Willis Lease Finance (WLFC) stake by 100% in Q4 2025, buying an estimated $129 and bringing the position to 6 shares worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #3163.

CIBC Private Wealth Group first reported a position in WLFC in Q1 2024 and has held it in 4 quarters since. The position peaked at $21.1K in Q2 2024. 113 funds tracked by Wall St. Rank hold WLFC as of Q4 2025.

  • CIBC Private Wealth Group held 6 shares of Willis Lease Finance worth $271 as of Q4 2025.
  • CIBC Private Wealth Group bought 3 Willis Lease Finance shares in Q4 2025, an estimated $129.
  • Willis Lease Finance made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3163 holding.
  • CIBC Private Wealth Group first reported a position in Willis Lease Finance in Q1 2024 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's Willis Lease Finance position peaked at $21.1K in Q2 2024.
  • 113 funds tracked by Wall St. Rank held Willis Lease Finance as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.