FFA
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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
Q2 		$21.8K Buy
95
+5
+6% +$980 ﹤0.01% 3910
2026
Q1 		$15.8K Buy
90
+1
+1% +$180 ﹤0.01% 3817
2025
Q4 		$12.1K Buy
89
+40
+82% +$5.17K ﹤0.01% 3789
2025
Q3 		$6.72K Buy
+49
New +$7.13K ﹤0.01% 3629

Other funds holding WLFC

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors's WLFC Position: Q2 2026 in Review

Farther Finance Advisors increased its Willis Lease Finance (WLFC) stake by 5.6% in Q2 2026, buying an estimated $980 and bringing the position to 95 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3910.

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

  • Farther Finance Advisors held 95 shares of Willis Lease Finance worth $21.8K as of Q2 2026.
  • Farther Finance Advisors bought 5 Willis Lease Finance shares in Q2 2026, an estimated $980.
  • Willis Lease Finance made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3910 holding.
  • Farther Finance Advisors first reported a position in Willis Lease Finance in Q3 2025 and has held it in 4 quarters since.
  • 5 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.