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Algert Global’s Willis Lease Finance WLFC Stock Holding History

Algert Global’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.53M Buy
+33,150
New +$2.17M 0.03% 782
2018
Q1 		– Sell
-33,933
Closed -$282K – 374
2017
Q4 		$282K Buy
33,933
+1,500
+5% +$12.5K 0.07% 260
2017
Q3 		$266K Buy
32,433
+5,550
+21% +$45.8K 0.06% 269
2017
Q2 		$240K Buy
+26,883
New +$222K 0.07% 265

Other funds holding WLFC

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Algert Global's WLFC Position: Q2 2026 in Review

Algert Global opened a new position in Willis Lease Finance (WLFC) in Q2 2026: 33,150 shares worth $2.53M. The stake represents 0.03% of the portfolio and ranks #782 among its holdings. This is a return to the name: Algert Global previously reported a position in WLFC as recently as Q4 2017.

Algert Global first reported a position in WLFC in Q2 2017 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Algert Global held 33,150 shares of Willis Lease Finance worth $2.53M as of Q2 2026.
  • Willis Lease Finance was a new Algert Global position in Q2 2026.
  • Willis Lease Finance made up 0.03% of Algert Global's portfolio in Q2 2026, its #782 holding.
  • Algert Global first reported a position in Willis Lease Finance in Q2 2017 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.