Position in WLFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$639,038
+$119,915 QoQ
Shares Held
25,137
-8.4% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 175 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WLFC Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Creative Planning holds $81,130,645 across 15 Rental & Leasing Services names. WLFC ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
23,300 | $26,396,336 | |
| 2 | PRG |
PROG Holdings, Inc.
|
316,224 | $14,739,200 | |
| 3 | R |
Ryder System Inc
|
37,650 | $9,930,940 | |
| 4 | AER |
AerCap Holdings N.V.
|
47,894 | $6,981,986 | |
| 5 | GATX |
Gatx Corp
|
28,405 | $5,033,081 | |
| 6 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
55,010 | $4,115,297 | |
| 7 | HTZ |
Hertz Global Holdings, Inc
|
1,038,333 | $2,351,823 | |
| 8 | MGRC |
Mcgrath Rentcorp
|
19,146 | $2,317,239 |
All Filings in WLFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,038 | 2,793 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $519,123 | 3,049 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $339,507 | 2,503 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $339,846 | 2,479 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $222,594 | 1,559 | Shares | Defined | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||