Dimensional Fund Advisors
WLFC icon

Dimensional Fund Advisors’s Willis Lease Finance WLFC Stock Holding History

Dimensional Fund 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
Q1 		$90.4M Sell
1,592,709
-3,414
-0.2% -$205K 0.02% 1126
2025
Q4 		$72.2M Sell
1,596,123
-25,947
-2% -$1.12M 0.02% 1298
2025
Q3 		$74.1M Sell
1,622,070
-45,732
-3% -$2.22M 0.02% 1286
2025
Q2 		$79.4M Buy
1,667,802
+80,625
+5% +$3.81M 0.02% 1192
2025
Q1 		$83.6M Buy
1,587,177
+52,761
+3% +$3.35M 0.02% 1122
2024
Q4 		$106M Buy
1,534,416
+52,500
+4% +$3.4M 0.03% 975
2024
Q3 		$73.5M Buy
1,481,916
+19,143
+1% +$630K 0.02% 1254
2024
Q2 		$33.8M Sell
1,462,773
-8,466
-0.6% -$164K 0.01% 1690
2024
Q1 		$24.3M Sell
1,471,239
-7,572
-0.5% -$122K 0.01% 1879
2023
Q4 		$24.1M Sell
1,478,811
-6,087
-0.4% -$90.5K 0.01% 1891
2023
Q3 		$20.9M Sell
1,484,898
-7,974
-0.5% -$113K 0.01% 1894
2023
Q2 		$19.5M Sell
1,492,872
-39,234
-3% -$607K 0.01% 1945
2023
Q1 		$28M Sell
1,532,106
-261
-0% -$5.1K 0.01% 1731
2022
Q4 		$30.1K Buy
1,532,367
+2,670
+0.2% +$39.9K 0.01% 1647
2022
Q3 		$16.7M Buy
1,529,697
+12,450
+0.8% +$156K 0.01% 1920
2022
Q2 		$19M Buy
1,517,247
+17,493
+1% +$199K 0.01% 1892
2022
Q1 		$16.1M Buy
1,499,754
+843
+0.1% +$9.76K 0.01% 2082
2021
Q4 		$18.8M Sell
1,498,911
-12,525
-0.8% -$160K 0.01% 2019
2021
Q3 		$18.7M Buy
1,511,436
+1,563
+0.1% +$20.5K 0.01% 2037
2021
Q2 		$21.6M Sell
1,509,873
-2,634
-0.2% -$38.4K 0.01% 2018
2021
Q1 		$22M Sell
1,512,507
-258
-0% -$2.99K 0.01% 1990
2020
Q4 		$15.4M Sell
1,512,765
-16,017
-1% -$149K 0.01% 2101
2020
Q3 		$9.4M Sell
1,528,782
-13,281
-0.9% -$96.2K ﹤0.01% 2220
2020
Q2 		$12.5M Sell
1,542,063
-9,267
-0.6% -$66K 0.01% 2112
2020
Q1 		$13.8M Sell
1,551,330
-300
-0% -$4.96K 0.01% 1956
2019
Q4 		$30.5M Sell
1,551,630
-15,648
-1% -$305K 0.01% 1807
2019
Q3 		$28.9M Sell
1,567,278
-2,955
-0.2% -$59.6K 0.01% 1805
2019
Q2 		$30.5M Sell
1,570,233
-32,571
-2% -$550K 0.01% 1806
2019
Q1 		$22.6M Sell
1,602,804
-7,704
-0.5% -$102K 0.01% 1978
2018
Q4 		$18.6M Sell
1,610,508
-2,040
-0.1% -$24.2K 0.01% 2009
2018
Q3 		$18.6M Sell
1,612,548
-3,174
-0.2% -$35.1K 0.01% 2158
2018
Q2 		$17M Sell
1,615,722
-19,722
-1% -$215K 0.01% 2178
2018
Q1 		$18.7M Hold
1,635,444
– – 0.01% 2094
2017
Q4 		$13.6M Sell
1,635,444
-1,824
-0.1% -$15.2K 0.01% 2247
2017
Q3 		$13.4M Sell
1,637,268
-10,722
-0.7% -$88.4K 0.01% 2246
2017
Q2 		$14.7M Sell
1,647,990
-1,665
-0.1% -$13.8K 0.01% 2184
2017
Q1 		$12.3M Buy
1,649,655
+768
+0% +$6.47K 0.01% 2237
2016
Q4 		$14.1M Sell
1,648,887
-299,997
-15% -$2.59M 0.01% 2156
2016
Q3 		$15.4M Sell
1,948,884
-180,081
-8% -$1.5M 0.01% 2071
2016
Q2 		$15.8M Sell
2,128,965
-88,689
-4% -$705K 0.01% 1996
2016
Q1 		$16M Sell
2,217,654
-3,021
-0.1% -$19.7K 0.01% 1968
2015
Q4 		$14.9M Sell
2,220,675
-1,827
-0.1% -$10.2K 0.01% 1999
2015
Q3 		$12M Hold
2,222,502
– – 0.01% 2108
2015
Q2 		$13.6M Sell
2,222,502
-10,692
-0.5% -$66.1K 0.01% 2106
2015
Q1 		$13.8M Sell
2,233,194
-3,012
-0.1% -$20.7K 0.01% 2066
2014
Q4 		$16.3M Sell
2,236,206
-6,429
-0.3% -$45.8K 0.01% 1944
2014
Q3 		$15.3M Sell
2,242,635
-8,700
-0.4% -$65.5K 0.01% 1880
2014
Q2 		$18.4M Sell
2,251,335
-1,842
-0.1% -$12.6K 0.01% 1731
2014
Q1 		$15.4M Hold
2,253,177
– – 0.01% 1823
2013
Q4 		$13M Sell
2,253,177
-7,695
-0.3% -$43.8K 0.01% 1951
2013
Q3 		$11.9M Sell
2,260,872
-7,911
-0.3% -$38.2K 0.01% 1957
2013
Q2 		$10.2M Buy
+2,268,783
New +$10.2M 0.01% 1976

Other funds holding WLFC

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors's WLFC Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its Willis Lease Finance (WLFC) stake by 0.21% in Q1 2026, selling an estimated $205K and leaving 1,592,709 shares worth $90.4M. The position accounts for 0.02% of the portfolio, ranked #1126.

Dimensional Fund Advisors first reported a position in WLFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $106M in Q4 2024. 125 funds tracked by Wall St. Rank hold WLFC as of Q1 2026.

  • Dimensional Fund Advisors held 1,592,709 shares of Willis Lease Finance worth $90.4M as of Q1 2026.
  • Dimensional Fund Advisors sold 3,414 Willis Lease Finance shares in Q1 2026, an estimated $205K.
  • Willis Lease Finance made up 0.02% of Dimensional Fund Advisors's portfolio in Q1 2026, its #1126 holding.
  • Dimensional Fund Advisors first reported a position in Willis Lease Finance in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Willis Lease Finance position peaked at $106M in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.