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Global Retirement Partners’s Willis Lease Finance WLFC Stock Holding History

Global Retirement Partners’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 		$6.41K Buy
+84
New +$5.49K ﹤0.01% 3608
2025
Q4 		– Sell
-24
Closed -$1.1K – 4434
2025
Q3 		$1.1K Buy
+24
New +$1.16K ﹤0.01% 3501

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Global Retirement Partners's WLFC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Willis Lease Finance (WLFC) in Q2 2026: 84 shares worth $6.41K. The stake represents ﹤0.01% of the portfolio and ranks #3608 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WLFC as recently as Q3 2025.

Global Retirement Partners first reported a position in WLFC in Q3 2025 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Global Retirement Partners held 84 shares of Willis Lease Finance worth $6.41K as of Q2 2026.
  • Willis Lease Finance was a new Global Retirement Partners position in Q2 2026.
  • Willis Lease Finance made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3608 holding.
  • Global Retirement Partners first reported a position in Willis Lease Finance in Q3 2025 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.