Position in WLFC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,557,367
+$538,847 QoQ
Shares Held
3,049
+21.8% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WLFC Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026Creative Planning holds $64,356,204 across 16 Rental & Leasing Services names. WLFC ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
19,704 | $14,355,546 | |
| 2 | R |
Ryder System Inc
|
35,529 | $7,273,140 | |
| 3 | AL |
SUMISHO AIR LEASE CORP
|
99,577 | $6,466,530 | |
| 4 | AER |
AerCap Holdings N.V.
|
46,243 | $6,343,614 | |
| 5 | GATX |
Gatx Corp
|
33,447 | $5,710,740 | |
| 6 | HTZ |
Hertz Global Holdings, Inc
|
1,214,852 | $5,600,467 | |
| 7 | PRG |
PROG Holdings, Inc.
|
175,660 | $5,039,685 | |
| 8 | CAR |
Avis Budget Group, Inc.
|
28,755 | $4,193,916 |
All Filings in WLFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,557,367 | 3,049 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,018,520 | 2,503 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,019,538 | 2,479 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $667,781 | 1,559 | Shares | Defined | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||