Envestnet Asset Management
WLFC icon

Envestnet Asset Management’s Willis Lease Finance WLFC Stock Holding History

Envestnet Asset Management’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
2025
Q1 		– Sell
-6,051
Closed -$419K – 4480
2024
Q4 		$419K Buy
+6,051
New +$392K ﹤0.01% 3678

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Envestnet Asset Management's WLFC Position: Q1 2025 in Review

Envestnet Asset Management sold out of Willis Lease Finance (WLFC) in Q1 2025, closing a stake of 6,051 shares — an estimated $419K sold.

Envestnet Asset Management first reported a position in WLFC in Q4 2024 and held it in 1 quarter. The position peaked at $419K in Q4 2024. 108 funds tracked by Wall St. Rank hold WLFC as of Q1 2025.

  • Envestnet Asset Management reported no remaining Willis Lease Finance position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 6,051 Willis Lease Finance shares in Q1 2025, an estimated $419K.
  • Envestnet Asset Management first reported a position in Willis Lease Finance in Q4 2024 and held it in 1 quarter.
  • Envestnet Asset Management's Willis Lease Finance position peaked at $419K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.