Parallel Advisors
WLFC icon

Parallel Advisors’s Willis Lease Finance WLFC Stock Holding History

Parallel Advisors’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 		$749 Sell
15
-39
-72% -$2.39K ﹤0.01% 3829
2026
Q2 		$4.12K Buy
54
+24
+80% +$1.57K ﹤0.01% 3286
2026
Q1 		$1.7K Buy
+30
New +$1.8K ﹤0.01% 3424
2025
Q4 		– Sell
-3
Closed -$137 – 3762
2025
Q3 		$137 Buy
+3
New +$145 ﹤0.01% 3469

Other funds holding WLFC

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return
Shikiar Asset Management
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Parallel Advisors's WLFC Position: Q3 2026 in Review

Parallel Advisors reduced its Willis Lease Finance (WLFC) stake by 72% in Q3 2026, selling an estimated $2.39K and leaving 15 shares worth $749. The position accounts for ﹤0.01% of the portfolio, ranked #3829.

Parallel Advisors first reported a position in WLFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.12K in Q2 2026. 31 funds tracked by Wall St. Rank hold WLFC as of Q3 2026.

  • Parallel Advisors held 15 shares of Willis Lease Finance worth $749 as of Q3 2026.
  • Parallel Advisors sold 39 Willis Lease Finance shares in Q3 2026, an estimated $2.39K.
  • Willis Lease Finance made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3829 holding.
  • Parallel Advisors first reported a position in Willis Lease Finance in Q3 2025 and has held it in 4 quarters since.
  • Parallel Advisors's Willis Lease Finance position peaked at $4.12K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Willis Lease Finance as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.