Concurrent Investment Advisors’s Willis Lease Finance WLFC Stock Holding History

Concurrent Investment 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	$360K	Buy	+4,719	New	+$308K	﹤0.01%	1585

Other funds holding WLFC

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FTIA

Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Concurrent Investment Advisors's WLFC Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Willis Lease Finance (WLFC) in Q2 2026: 4,719 shares worth $360K. The stake represents ﹤0.01% of the portfolio and ranks #1585 among its holdings.

176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

Concurrent Investment Advisors held 4,719 shares of Willis Lease Finance worth $360K as of Q2 2026.
Willis Lease Finance was a new Concurrent Investment Advisors position in Q2 2026.
Willis Lease Finance made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1585 holding.
176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

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