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Hughes Financial Services’s Willis Lease Finance WLFC Stock Holding History

Hughes Financial Services’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 		$229 Buy
+3
New +$196 ﹤0.01% 1251

Other funds holding WLFC

SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Hughes Financial Services's WLFC Position: Q2 2026 in Review

Hughes Financial Services opened a new position in Willis Lease Finance (WLFC) in Q2 2026: 3 shares worth $229. The stake represents ﹤0.01% of the portfolio and ranks #1251 among its holdings.

9 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Hughes Financial Services held 3 shares of Willis Lease Finance worth $229 as of Q2 2026.
  • Willis Lease Finance was a new Hughes Financial Services position in Q2 2026.
  • Willis Lease Finance made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1251 holding.
  • 9 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.