Physician Wealth Advisors’s Willis Lease Finance WLFC Stock Holding History

Physician Wealth 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 Q2	$229	Buy	+3	New	+$196	﹤0.01%	2302

Other funds holding WLFC

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Physician Wealth Advisors's WLFC Position: Q2 2026 in Review

Physician Wealth Advisors 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 #2302 among its holdings.

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

Physician Wealth Advisors held 3 shares of Willis Lease Finance worth $229 as of Q2 2026.
Willis Lease Finance was a new Physician Wealth Advisors position in Q2 2026.
Willis Lease Finance made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2302 holding.
9 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.