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Buckley Capital Advisors’s Willis Lease Finance WLFC Stock Holding History

Buckley Capital Advisors’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 		$10.5M Buy
137,808
+20,100
+17% +$1.31M 6.51% 8
2026
Q1 		$6.68M Sell
117,708
-141,822
-55% -$8.52M 4.8% 8
2025
Q4 		$11.7M Buy
+259,530
New +$11.2M 8.26% 4

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

Buckley Capital Advisors's WLFC Position: Q2 2026 in Review

Buckley Capital Advisors increased its Willis Lease Finance (WLFC) stake by 17% in Q2 2026, buying an estimated $1.31M and bringing the position to 137,808 shares worth $10.5M. The position accounts for 6.51% of the portfolio, ranked #8.

Buckley Capital Advisors first reported a position in WLFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.7M in Q4 2025. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Buckley Capital Advisors held 137,808 shares of Willis Lease Finance worth $10.5M as of Q2 2026.
  • Buckley Capital Advisors bought 20,100 Willis Lease Finance shares in Q2 2026, an estimated $1.31M.
  • Willis Lease Finance made up 6.51% of Buckley Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Buckley Capital Advisors first reported a position in Willis Lease Finance in Q4 2025 and has held it in 3 quarters since.
  • Buckley Capital Advisors's Willis Lease Finance position peaked at $11.7M in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Buckley Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.