TPWA
WLFC icon

Twin Peaks Wealth Advisors’s Willis Lease Finance WLFC Stock Holding History

Twin Peaks 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
2025
Q3 		– Sell
-3
Closed -$160 – 2141
2025
Q2 		$160 Buy
+3
New +$142 ﹤0.01% 2063

Other funds holding WLFC

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return

Twin Peaks Wealth Advisors's WLFC Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Willis Lease Finance (WLFC) in Q3 2025, closing a stake of 3 shares — an estimated $160 sold.

Twin Peaks Wealth Advisors first reported a position in WLFC in Q2 2025 and held it in 1 quarter. The position peaked at $160 in Q2 2025. 129 funds tracked by Wall St. Rank hold WLFC as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Willis Lease Finance position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 3 Willis Lease Finance shares in Q3 2025, an estimated $160.
  • Twin Peaks Wealth Advisors first reported a position in Willis Lease Finance in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Willis Lease Finance position peaked at $160 in Q2 2025.
  • 129 funds tracked by Wall St. Rank held Willis Lease Finance as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.