Position in WLFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,341,099
+$7,172,750 QoQ
Shares Held
524,781
+60.9% QoQ
Ownership
2.48%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 175 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WLFC Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $604,554,557 across 14 Rental & Leasing Services names. WLFC ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | R |
Ryder System Inc
|
793,162 | $209,212,340 | |
| 2 | HRI |
Herc Holdings Inc
|
1,311,071 | $187,928,917 | |
| 3 | URI |
United Rentals, Inc.
|
67,830 | $76,843,928 | |
| 4 | PRG |
PROG Holdings, Inc.
|
886,011 | $41,296,972 | |
| 5 | CTOS |
Custom Truck One Source, Inc.
|
1,510,931 | $17,844,095 | |
| 6 | AER |
AerCap Holdings N.V.
|
97,355 | $14,192,411 | |
| 7 | WLFC |
Willis Lease Finance Corp
This page
|
524,781 | $13,341,099 | |
| 8 | GATX |
Gatx Corp
|
74,096 | $13,129,069 |
All Filings in WLFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,341,099 | 58,309 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,168,349 | 36,229 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,542,571 | 18,745 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,026,398 | 22,076 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,752,463 | 40,289 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,391,557 | 8,809 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,860,063 | 8,962 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,477,534 | 9,929 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||