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WLFC icon

Covestor’s Willis Lease Finance WLFC Stock Holding History

Covestor’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
Q1 		$1K Sell
5
-1
-17% -$180 ﹤0.01% 2174
2025
Q4 		$1K Buy
+6
New +$776 ﹤0.01% 2199
2025
Q3 		– Sell
-8
Closed -$1.16K – 2837
2025
Q2 		$1K Buy
8
+5
+167% +$709 ﹤0.01% 2124
2025
Q1 		$1K Sell
3
-3
-50% -$572 ﹤0.01% 2130
2024
Q4 		$1K Sell
6
-18
-75% -$3.5K ﹤0.01% 2159
2024
Q3 		$4K Sell
24
-13
-35% -$1.28K ﹤0.01% 1752
2024
Q2 		$3K Buy
37
+9
+32% +$522 ﹤0.01% 1815
2024
Q1 		$1K Sell
28
-6
-18% -$290 ﹤0.01% 2145
2023
Q4 		$2K Sell
34
-13
-28% -$580 ﹤0.01% 1900
2023
Q3 		$2K Buy
+47
New +$1.99K ﹤0.01% 1861

Other funds holding WLFC

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $198M AUM 57.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Covestor's WLFC Position: Q1 2026 in Review

Covestor reduced its Willis Lease Finance (WLFC) stake by 17% in Q1 2026, selling an estimated $180 and leaving 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Covestor first reported a position in WLFC in Q3 2023 and has held it in 10 quarters since. The position peaked at $4K in Q3 2024. 125 funds tracked by Wall St. Rank hold WLFC as of Q1 2026.

  • Covestor held 5 shares of Willis Lease Finance worth $1K as of Q1 2026.
  • Covestor sold 1 Willis Lease Finance share in Q1 2026, an estimated $180.
  • Willis Lease Finance made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2174 holding.
  • Covestor first reported a position in Willis Lease Finance in Q3 2023 and has held it in 10 quarters since.
  • Covestor's Willis Lease Finance position peaked at $4K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.