Farther Finance Advisors’s Willis Lease Finance WLFC Stock Holding History

Farther Finance 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 Q3	$14.5K	Buy	291 +6	+2%	+$367	﹤0.01%	4393
2026 Q2	$21.8K	Buy	285 +15	+6%	+$980	﹤0.01%	3910
2026 Q1	$15.8K	Buy	270 +3	+1%	+$180	﹤0.01%	3817
2025 Q4	$12.1K	Buy	267 +120	+82%	+$5.17K	﹤0.01%	3789
2025 Q3	$6.72K	Buy	+147	New	+$7.13K	﹤0.01%	3629

Other funds holding WLFC

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's WLFC Position: Q3 2026 in Review

Farther Finance Advisors increased its Willis Lease Finance (WLFC) stake by 2.1% in Q3 2026, buying an estimated $367 and bringing the position to 291 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4393.

Farther Finance Advisors first reported a position in WLFC in Q3 2025 and has held it in 5 quarters since. The position peaked at $21.8K in Q2 2026. 4 funds tracked by Wall St. Rank hold WLFC as of Q3 2026.

Farther Finance Advisors held 291 shares of Willis Lease Finance worth $14.5K as of Q3 2026.
Farther Finance Advisors bought 6 Willis Lease Finance shares in Q3 2026, an estimated $367.
Willis Lease Finance made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4393 holding.
Farther Finance Advisors first reported a position in Willis Lease Finance in Q3 2025 and has held it in 5 quarters since.
Farther Finance Advisors's Willis Lease Finance position peaked at $21.8K in Q2 2026.
4 funds tracked by Wall St. Rank held Willis Lease Finance as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.