True Wealth Design’s Willis Lease Finance WLFC Stock Holding History

True Wealth Design’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
2025 Q3	–	Sell	-3	Closed	-$143	–	2901
2025 Q2	$143	Buy	+3	New	+$142	﹤0.01%	2156

Other funds holding WLFC

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

FTIA

Four Tree Island Advisory Portsmouth, New Hampshire $198M AUM 57.46% 1-Year Est. Return

True Wealth Design's WLFC Position: Q3 2025 in Review

True Wealth Design sold out of Willis Lease Finance (WLFC) in Q3 2025, closing a stake of 3 shares — an estimated $143 sold.

True Wealth Design first reported a position in WLFC in Q2 2025 and held it in 1 quarter. The position peaked at $143 in Q2 2025. 129 funds tracked by Wall St. Rank hold WLFC as of Q3 2025.

True Wealth Design reported no remaining Willis Lease Finance position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 3 Willis Lease Finance shares in Q3 2025, an estimated $143.
True Wealth Design first reported a position in Willis Lease Finance in Q2 2025 and held it in 1 quarter.
True Wealth Design's Willis Lease Finance position peaked at $143 in Q2 2025.
129 funds tracked by Wall St. Rank held Willis Lease Finance as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.