Copeland Capital Management’s Willis Lease Finance WLFC Stock Holding History

Copeland Capital Management’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	$20.9M	Buy	+273,696	New	+$17.9M	0.43%	89

Other funds holding WLFC

PIP

Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SAM

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return

Copeland Capital Management's WLFC Position: Q2 2026 in Review

Copeland Capital Management opened a new position in Willis Lease Finance (WLFC) in Q2 2026: 273,696 shares worth $20.9M. The stake represents 0.43% of the portfolio and ranks #89 among its holdings.

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

Copeland Capital Management held 273,696 shares of Willis Lease Finance worth $20.9M as of Q2 2026.
Willis Lease Finance was a new Copeland Capital Management position in Q2 2026.
Willis Lease Finance made up 0.43% of Copeland Capital Management's portfolio in Q2 2026, its #89 holding.
32 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.