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Arax Advisory Partners’s Willis Lease Finance WLFC Stock Holding History

Arax Advisory Partners’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 		$96.1K Buy
1,260
+204
+19% +$13.3K ﹤0.01% 2758
2026
Q1 		$59.9K Sell
1,056
-111
-10% -$6.67K ﹤0.01% 1608
2025
Q4 		$52.8K Sell
1,167
-45
-4% -$1.94K ﹤0.01% 1582
2025
Q3 		$55.4K Buy
+1,212
New +$58.8K ﹤0.01% 1784
2025
Q1 		– Sell
-1,167
Closed -$80.7K – 3075
2024
Q4 		$80.7K Hold
1,167
– – 0.01% 746
2024
Q3 		$57.9K Hold
1,167
– – 0.01% 664
2024
Q2 		$27K Buy
+1,167
New +$22.6K ﹤0.01% 876

Other funds holding WLFC

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BlackRock
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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

Arax Advisory Partners's WLFC Position: Q2 2026 in Review

Arax Advisory Partners increased its Willis Lease Finance (WLFC) stake by 19% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,260 shares worth $96.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2758.

Arax Advisory Partners first reported a position in WLFC in Q2 2024 and has held it in 7 quarters since. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Arax Advisory Partners held 1,260 shares of Willis Lease Finance worth $96.1K as of Q2 2026.
  • Arax Advisory Partners bought 204 Willis Lease Finance shares in Q2 2026, an estimated $13.3K.
  • Willis Lease Finance made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2758 holding.
  • Arax Advisory Partners first reported a position in Willis Lease Finance in Q2 2024 and has held it in 7 quarters since.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.