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
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 $404M AUM 17.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $198M AUM 57.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's WLFC Position: Q1 2026 in Review

Creative Planning increased its Willis Lease Finance (WLFC) stake by 22% in Q1 2026, buying an estimated $98.4K and bringing the position to 9,147 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #3005.

Creative Planning first reported a position in WLFC in Q2 2013 and has held it in 16 quarters since. 125 funds tracked by Wall St. Rank hold WLFC as of Q1 2026.

  • Creative Planning held 9,147 shares of Willis Lease Finance worth $519K as of Q1 2026.
  • Creative Planning bought 1,638 Willis Lease Finance shares in Q1 2026, an estimated $98.4K.
  • Willis Lease Finance made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3005 holding.
  • Creative Planning first reported a position in Willis Lease Finance in Q2 2013 and has held it in 16 quarters since.
  • 125 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.