IWC
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Integrated Wealth Concepts’s Willis Lease Finance WLFC Stock Holding History

Integrated Wealth Concepts’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 		$687 Buy
+9
New +$588 ﹤0.01% 5608

Other funds holding WLFC

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's WLFC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Willis Lease Finance (WLFC) in Q2 2026: 9 shares worth $687. The stake represents ﹤0.01% of the portfolio and ranks #5608 among its holdings.

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

  • Integrated Wealth Concepts held 9 shares of Willis Lease Finance worth $687 as of Q2 2026.
  • Willis Lease Finance was a new Integrated Wealth Concepts position in Q2 2026.
  • Willis Lease Finance made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5608 holding.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.