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Bleakley Financial Group’s Willis Lease Finance WLFC Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-4,299
Closed -$297K – 1025
2024
Q4 		$297K Buy
+4,299
New +$278K 0.01% 802

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Bleakley Financial Group's WLFC Position: Q1 2025 in Review

Bleakley Financial Group sold out of Willis Lease Finance (WLFC) in Q1 2025, closing a stake of 4,299 shares — an estimated $297K sold.

Bleakley Financial Group first reported a position in WLFC in Q4 2024 and held it in 1 quarter. The position peaked at $297K in Q4 2024. 108 funds tracked by Wall St. Rank hold WLFC as of Q1 2025.

  • Bleakley Financial Group reported no remaining Willis Lease Finance position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 4,299 Willis Lease Finance shares in Q1 2025, an estimated $297K.
  • Bleakley Financial Group first reported a position in Willis Lease Finance in Q4 2024 and held it in 1 quarter.
  • Bleakley Financial Group's Willis Lease Finance position peaked at $297K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.