Creative Planning
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Creative Planning’s Willis Lease Finance WLFC Stock Holding History

Creative Planning’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 		$639K Sell
8,379
-768
-8% -$50.2K ﹤0.01% 2997
2026
Q1 		$519K Buy
9,147
+1,638
+22% +$98.4K ﹤0.01% 3005
2025
Q4 		$340K Buy
7,509
+72
+1% +$3.1K ﹤0.01% 3160
2025
Q3 		$340K Buy
7,437
+2,760
+59% +$134K ﹤0.01% 3045
2025
Q2 		$223K Buy
+4,677
New +$221K ﹤0.01% 3145
2016
Q3 		– Sell
-1,800
Closed -$13K – 4751
2016
Q2 		$13K Hold
1,800
– – ﹤0.01% 3092
2016
Q1 		$13K Hold
1,800
– – ﹤0.01% 3066
2015
Q4 		$12K Hold
1,800
– – ﹤0.01% 3198
2015
Q3 		$10K Buy
+1,800
New +$10.1K ﹤0.01% 3218
2015
Q2 		– Sell
-1,800
Closed -$11K – 3025
2015
Q1 		$11K Sell
1,800
-3,000
-63% -$20.7K ﹤0.01% 3148
2014
Q4 		$35K Buy
4,800
+3,000
+167% +$21.4K ﹤0.01% 2245
2014
Q3 		$12K Hold
1,800
– – ﹤0.01% 2853
2014
Q2 		$15K Hold
1,800
– – ﹤0.01% 2671
2014
Q1 		$12K Hold
1,800
– – ﹤0.01% 2680
2013
Q4 		$10K Hold
1,800
– – ﹤0.01% 2570
2013
Q3 		$9K Hold
1,800
– – ﹤0.01% 2513
2013
Q2 		$8K Buy
+1,800
New +$8.13K ﹤0.01% 2373

Other funds holding WLFC

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's WLFC Position: Q2 2026 in Review

Creative Planning reduced its Willis Lease Finance (WLFC) stake by 8.4% in Q2 2026, selling an estimated $50.2K and leaving 8,379 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #2997.

Creative Planning first reported a position in WLFC in Q2 2013 and has held it in 17 quarters since. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Creative Planning held 8,379 shares of Willis Lease Finance worth $639K as of Q2 2026.
  • Creative Planning sold 768 Willis Lease Finance shares in Q2 2026, an estimated $50.2K.
  • Willis Lease Finance made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2997 holding.
  • Creative Planning first reported a position in Willis Lease Finance in Q2 2013 and has held it in 17 quarters since.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.