DWM
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Drive Wealth Management’s Willis Lease Finance WLFC Stock Holding History

Drive Wealth 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
2025
Q4 		– Sell
-4,587
Closed -$210K – 431
2025
Q3 		$210K Buy
+4,587
New +$222K 0.04% 329

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FTIA
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BCA
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Drive Wealth Management's WLFC Position: Q4 2025 in Review

Drive Wealth Management sold out of Willis Lease Finance (WLFC) in Q4 2025, closing a stake of 4,587 shares — an estimated $210K sold.

Drive Wealth Management first reported a position in WLFC in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 113 funds tracked by Wall St. Rank hold WLFC as of Q4 2025.

  • Drive Wealth Management reported no remaining Willis Lease Finance position as of Q4 2025 after selling out during the quarter.
  • Drive Wealth Management sold 4,587 Willis Lease Finance shares in Q4 2025, an estimated $210K.
  • Drive Wealth Management first reported a position in Willis Lease Finance in Q3 2025 and held it in 1 quarter.
  • Drive Wealth Management's Willis Lease Finance position peaked at $210K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Willis Lease Finance as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.