ORG Wealth Partners’s Willis Lease Finance WLFC Stock Holding History

ORG Wealth 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 Q3	$299	Buy	+6	New	+$367	﹤0.01%	2249

Other funds holding WLFC

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

RBF Capital San Francisco, California $2.3B AUM 22.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

ORG Wealth Partners's WLFC Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Willis Lease Finance (WLFC) in Q3 2026: 6 shares worth $299. The stake represents ﹤0.01% of the portfolio and ranks #2249 among its holdings.

99 funds tracked by Wall St. Rank hold WLFC as of Q3 2026.

ORG Wealth Partners held 6 shares of Willis Lease Finance worth $299 as of Q3 2026.
Willis Lease Finance was a new ORG Wealth Partners position in Q3 2026.
Willis Lease Finance made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2249 holding.
99 funds tracked by Wall St. Rank held Willis Lease Finance as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.