Private Wealth Asset Management’s Willis Lease Finance WLFC Stock Holding History

Private Wealth Asset Management’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	$26.3K	Buy	+345	New	+$22.5K	﹤0.01%	524

Other funds holding WLFC

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FTIA

Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Asset Management's WLFC Position: Q2 2026 in Review

Private Wealth Asset Management opened a new position in Willis Lease Finance (WLFC) in Q2 2026: 345 shares worth $26.3K. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings.

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

Private Wealth Asset Management held 345 shares of Willis Lease Finance worth $26.3K as of Q2 2026.
Willis Lease Finance was a new Private Wealth Asset Management position in Q2 2026.
Willis Lease Finance made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #524 holding.
176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.