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Creative Planning WLFC Position History
Willis Lease Finance Corporation • Wholesale Trade
Quarters held
8
Latest value
$483K
Q3 2026
Peak value
$635K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q3 2025 | $338K |
| Q4 2025 | $340K |
| Q1 2026 | $519K |
| Q2 2026 | $4K |
| Q2 2026 | $635K |
| Q3 2026 | $3K |
| Q3 2026 | $483K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $483K | 9.7K | — | — |
| Q3 2026 | $3K | 54 | — | — |
| Q2 2026 | $635K | 2.8K | — | — |
| Q2 2026 | $4K | 18 | — | — |
| Q1 2026 | $519K | 3.0K | — | — |
| Q4 2025 | $340K | 2.5K | — | — |
| Q3 2025 | $338K | 2.5K | — | — |
| Q3 2025 | $2K | 11 | — | — |
Other funds holding WLFC
$151.5M
$115.3M
$104M
$91.9M
$83.1M