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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-24
Closed -$1.1K 4434
2025
Q3
$1.1K Buy
+24
New +$1.16K ﹤0.01% 3501

Other funds holding WLFC

Global Retirement Partners's WLFC Position: Q4 2025 in Review

Global Retirement Partners sold out of Willis Lease Finance (WLFC) in Q4 2025, closing a stake of 24 shares — an estimated $1.1K sold.

Global Retirement Partners first reported a position in WLFC in Q3 2025 and held it in 1 quarter. The position peaked at $1.1K in Q3 2025. 113 funds tracked by Wall St. Rank hold WLFC as of Q4 2025.

  • Global Retirement Partners reported no remaining Willis Lease Finance position as of Q4 2025 after selling out during the quarter.
  • Global Retirement Partners sold 24 Willis Lease Finance shares in Q4 2025, an estimated $1.1K.
  • Global Retirement Partners first reported a position in Willis Lease Finance in Q3 2025 and held it in 1 quarter.
  • Global Retirement Partners's Willis Lease Finance position peaked at $1.1K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Willis Lease Finance as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.