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Clearstead Advisors’s Willis Lease Finance WLFC Stock Holding History

Clearstead Advisors’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
Q2 		$229 Buy
+3
New +$196 ﹤0.01% 3171

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FTIA
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RC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's WLFC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Willis Lease Finance (WLFC) in Q2 2026: 3 shares worth $229. The stake represents ﹤0.01% of the portfolio and ranks #3171 among its holdings.

176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Clearstead Advisors held 3 shares of Willis Lease Finance worth $229 as of Q2 2026.
  • Willis Lease Finance was a new Clearstead Advisors position in Q2 2026.
  • Willis Lease Finance made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3171 holding.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.