Filing Research | WLFC - WILLIS LEASE FINANCE CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

13 / 13 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	1.1KSH	$257.4K
2	Yorktown Management & Research Co Inc	Shares	1.1KSH	$257.4K
3	Merit Financial Group, LLC	Shares	926SH	$211.8K
4	Farther Finance Advisors, LLC	Shares	95SH	$21.8K
5	SHIKIAR ASSET MANAGEMENT INC	Shares	18.6KSH	$4.2K
6	SIGNATUREFD, LLC	Shares	10SH	$2.3K
7	EverSource Wealth Advisors, LLC	Shares	7SH	$1.6K
8	MassMutual Private Wealth & Trust, FSB	Shares	2SH	$458
9	CoreCap Advisors, LLC	Shares	1SH	$229
10	GAMMA Investing LLC	Shares	1SH	$229
11	Hughes Financial Services, LLC	Shares	1SH	$229
12	Physician Wealth Advisors, Inc.	Shares	1SH	$229
13	State of Alaska, Department of Revenue	Shares	982SH	$224

Manager changes2026-06-30 vs 2026-03-31

14 / 14 loaded

#		Instrument
1	Yorktown Management & Research Co Inc new	Shares	+1.1K	+$257.4K	$257.4K
2	Merit Financial Group, LLC new	Shares	+926	+$211.8K	$211.8K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+293	+$115.7K	$257.4K
4	Farther Finance Advisors, LLC added	Shares	+5	+$5.9K	$21.8K
5	SIGNATUREFD, LLC new	Shares	+10	+$2.3K	$2.3K
6	SHIKIAR ASSET MANAGEMENT INC added	Shares	+6.1K	+$2.1K	$4.2K
7	MassMutual Private Wealth & Trust, FSB new	Shares	+2	+$458	$458
8	Hughes Financial Services, LLC new	Shares	+1	+$229	$229
9	Physician Wealth Advisors, Inc. new	Shares	+1	+$229	$229
10	CoreCap Advisors, LLC unchanged	Shares	0	+$59	$229
11	GAMMA Investing LLC unchanged	Shares	0	+$59	$229
12	State of Alaska, Department of Revenue unchanged	Shares	0	+$57	$224
13	EverSource Wealth Advisors, LLC trimmed	Shares	-3	-$100	$1.6K
14	EASTERN BANK exited	Shares	-81	-$13.8K	$0

Filing Research | WLFC - WILLIS LEASE FINANCE CORP Institutional Holdings