EWA
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EverSource Wealth Advisors’s Willis Lease Finance WLFC Stock Holding History

EverSource Wealth 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 		$1.6K Sell
21
-9
-30% -$588 ﹤0.01% 3806
2026
Q1 		$1.7K Buy
30
+3
+11% +$180 ﹤0.01% 3695
2025
Q4 		$1.22K Sell
27
-480
-95% -$20.7K ﹤0.01% 3658
2025
Q3 		$23.2K Sell
507
-624
-55% -$30.3K ﹤0.01% 2261
2025
Q2 		$53.8K Buy
+1,131
New +$53.4K ﹤0.01% 1574

Other funds holding WLFC

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EverSource Wealth Advisors's WLFC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Willis Lease Finance (WLFC) stake by 30% in Q2 2026, selling an estimated $588 and leaving 21 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3806.

EverSource Wealth Advisors first reported a position in WLFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $53.8K in Q2 2025. 31 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • EverSource Wealth Advisors held 21 shares of Willis Lease Finance worth $1.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 9 Willis Lease Finance shares in Q2 2026, an estimated $588.
  • Willis Lease Finance made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3806 holding.
  • EverSource Wealth Advisors first reported a position in Willis Lease Finance in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Willis Lease Finance position peaked at $53.8K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.