Y-Intercept (HK)’s Willis Lease Finance WLFC Stock Holding History

Y-Intercept (HK)’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	$699K	Buy	+13,997	New	+$857K	0.02%	1162

Other funds holding WLFC

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Y-Intercept (HK)'s WLFC Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Willis Lease Finance (WLFC) in Q3 2026: 13,997 shares worth $699K. The stake represents 0.02% of the portfolio and ranks #1162 among its holdings.

11 funds tracked by Wall St. Rank hold WLFC as of Q3 2026.

Y-Intercept (HK) held 13,997 shares of Willis Lease Finance worth $699K as of Q3 2026.
Willis Lease Finance was a new Y-Intercept (HK) position in Q3 2026.
Willis Lease Finance made up 0.02% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1162 holding.
11 funds tracked by Wall St. Rank held Willis Lease Finance as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.