Ameriprise
WLFC icon

Ameriprise’s Willis Lease Finance WLFC Stock Holding History

Ameriprise’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
Q1 		$1.14M Buy
+20,043
New +$1.2M ﹤0.01% 3235
2025
Q2 		– Sell
-15,276
Closed -$804K – 4143
2025
Q1 		$804K Buy
+15,276
New +$971K ﹤0.01% 3292
2014
Q4 		– Sell
-90
Closed -$1K – 4433
2014
Q3 		$1K Hold
90
– – ﹤0.01% 5589
2014
Q2 		$1K Hold
90
– – ﹤0.01% 5384
2014
Q1 		$1K Hold
90
– – ﹤0.01% 5195
2013
Q4 		$1K Hold
90
– – ﹤0.01% 5015
2013
Q3 		$0 Hold
90
– – ﹤0.01% 5683
2013
Q2 		$0 Buy
+90
New +$406 ﹤0.01% 5579

Other funds holding WLFC

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $198M AUM 57.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise's WLFC Position: Q1 2026 in Review

Ameriprise opened a new position in Willis Lease Finance (WLFC) in Q1 2026: 20,043 shares worth $1.14M. The stake represents ﹤0.01% of the portfolio and ranks #3235 among its holdings. This is a return to the name: Ameriprise previously reported a position in WLFC as recently as Q1 2025.

Ameriprise first reported a position in WLFC in Q2 2013 and has held it in 8 quarters since. 125 funds tracked by Wall St. Rank hold WLFC as of Q1 2026.

  • Ameriprise held 20,043 shares of Willis Lease Finance worth $1.14M as of Q1 2026.
  • Willis Lease Finance was a new Ameriprise position in Q1 2026.
  • Willis Lease Finance made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3235 holding.
  • Ameriprise first reported a position in Willis Lease Finance in Q2 2013 and has held it in 8 quarters since.
  • 125 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.