Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Willis Lease Finance WLFC Stock Holding History

Cambridge Investment Research 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 		$291K Buy
3,822
+291
+8% +$19K ﹤0.01% 3477
2026
Q1 		$200K Buy
+3,531
New +$212K ﹤0.01% 3681

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FTIA
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RC
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LSV Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cambridge Investment Research Advisors's WLFC Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Willis Lease Finance (WLFC) stake by 8.2% in Q2 2026, buying an estimated $19K and bringing the position to 3,822 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #3477.

Cambridge Investment Research Advisors first reported a position in WLFC in Q1 2026 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Cambridge Investment Research Advisors held 3,822 shares of Willis Lease Finance worth $291K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 291 Willis Lease Finance shares in Q2 2026, an estimated $19K.
  • Willis Lease Finance made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3477 holding.
  • Cambridge Investment Research Advisors first reported a position in Willis Lease Finance in Q1 2026 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.