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
Q2 		$1.56M Buy
20,400
+357
+2% +$23.3K ﹤0.01% 3208
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 $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

Ameriprise's WLFC Position: Q2 2026 in Review

Ameriprise increased its Willis Lease Finance (WLFC) stake by 1.8% in Q2 2026, buying an estimated $23.3K and bringing the position to 20,400 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

Ameriprise first reported a position in WLFC in Q2 2013 and has held it in 9 quarters since. 175 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Ameriprise held 20,400 shares of Willis Lease Finance worth $1.56M as of Q2 2026.
  • Ameriprise bought 357 Willis Lease Finance shares in Q2 2026, an estimated $23.3K.
  • Willis Lease Finance made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3208 holding.
  • Ameriprise first reported a position in Willis Lease Finance in Q2 2013 and has held it in 9 quarters since.
  • 175 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.