EARNEST Partners’s Willis Lease Finance WLFC Stock Holding History

EARNEST Partners’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	$229K	Buy	+3,000	New	+$196K	﹤0.01%	295
2025 Q1	–	Sell	-3,000	Closed	-$208K	–	295
2024 Q4	$208K	Buy	+3,000	New	+$194K	﹤0.01%	288
2023 Q4	–	Sell	-3,000	Closed	-$42.3K	–	1095
2023 Q3	$42.3K	Hold	3,000	–	–	﹤0.01%	380
2023 Q2	$39.1K	Hold	3,000	–	–	﹤0.01%	372
2023 Q1	$54.8K	Hold	3,000	–	–	﹤0.01%	338
2022 Q4	$59K	Hold	3,000	–	–	﹤0.01%	335
2022 Q3	$33K	Hold	3,000	–	–	﹤0.01%	373
2022 Q2	$37K	Hold	3,000	–	–	﹤0.01%	363
2022 Q1	$32K	Hold	3,000	–	–	﹤0.01%	396
2021 Q4	$38K	Hold	3,000	–	–	﹤0.01%	375
2021 Q3	$37K	Hold	3,000	–	–	﹤0.01%	369
2021 Q2	$43K	Hold	3,000	–	–	﹤0.01%	361
2021 Q1	$43K	Hold	3,000	–	–	﹤0.01%	347
2020 Q4	$30K	Hold	3,000	–	–	﹤0.01%	385
2020 Q3	$18K	Hold	3,000	–	–	﹤0.01%	437
2020 Q2	$24K	Hold	3,000	–	–	﹤0.01%	372
2020 Q1	$27K	Hold	3,000	–	–	﹤0.01%	348
2019 Q4	$59K	Hold	3,000	–	–	﹤0.01%	304
2019 Q3	$55K	Hold	3,000	–	–	﹤0.01%	304
2019 Q2	$58K	Hold	3,000	–	–	﹤0.01%	303
2019 Q1	$42K	Hold	3,000	–	–	﹤0.01%	331
2018 Q4	$35K	Hold	3,000	–	–	﹤0.01%	339
2018 Q3	$35K	Hold	3,000	–	–	﹤0.01%	353
2018 Q2	$32K	Hold	3,000	–	–	﹤0.01%	360
2018 Q1	$34K	Hold	3,000	–	–	﹤0.01%	352
2017 Q4	$25K	Buy	+3,000	New	+$25K	﹤0.01%	383
2017 Q1	–	Sell	-3,000	Closed	-$26K	–	905
2016 Q4	$26K	Hold	3,000	–	–	﹤0.01%	360
2016 Q3	$24K	Hold	3,000	–	–	﹤0.01%	283
2016 Q2	$22K	Hold	3,000	–	–	﹤0.01%	289
2016 Q1	$22K	Hold	3,000	–	–	﹤0.01%	295
2015 Q4	$20K	Hold	3,000	–	–	﹤0.01%	298
2015 Q3	$16K	Hold	3,000	–	–	﹤0.01%	308
2015 Q2	$18K	Hold	3,000	–	–	﹤0.01%	301
2015 Q1	$19K	Hold	3,000	–	–	﹤0.01%	296
2014 Q4	$22K	Hold	3,000	–	–	﹤0.01%	292
2014 Q3	$21K	Hold	3,000	–	–	﹤0.01%	277
2014 Q2	$25K	Hold	3,000	–	–	﹤0.01%	277
2014 Q1	$20K	Sell	3,000 -1,500	-33%	-$9.12K	﹤0.01%	301
2013 Q4	$26K	Buy	+4,500	New	+$25.6K	﹤0.01%	313

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

EARNEST Partners's WLFC Position: Q2 2026 in Review

EARNEST Partners opened a new position in Willis Lease Finance (WLFC) in Q2 2026: 3,000 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: EARNEST Partners previously reported a position in WLFC as recently as Q4 2024.

EARNEST Partners first reported a position in WLFC in Q4 2013 and has held it in 39 quarters since. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

EARNEST Partners held 3,000 shares of Willis Lease Finance worth $229K as of Q2 2026.
Willis Lease Finance was a new EARNEST Partners position in Q2 2026.
Willis Lease Finance made up ﹤0.01% of EARNEST Partners's portfolio in Q2 2026, its #295 holding.
EARNEST Partners first reported a position in Willis Lease Finance in Q4 2013 and has held it in 39 quarters since.
176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on EARNEST Partners's 13F filing for Q2 2026, filed 13 Aug 2026.