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
2026
Q2 		$2.82M Buy
+36,954
New +$2.41M ﹤0.01% 2901
2025
Q1 		– Sell
-6,051
Closed -$419K – 4480
2024
Q4 		$419K Buy
+6,051
New +$392K ﹤0.01% 3678

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FTIA
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Envestnet Asset Management's WLFC Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Willis Lease Finance (WLFC) in Q2 2026: 36,954 shares worth $2.82M. The stake represents ﹤0.01% of the portfolio and ranks #2901 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in WLFC as recently as Q4 2024.

Envestnet Asset Management first reported a position in WLFC in Q4 2024 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Envestnet Asset Management held 36,954 shares of Willis Lease Finance worth $2.82M as of Q2 2026.
  • Willis Lease Finance was a new Envestnet Asset Management position in Q2 2026.
  • Willis Lease Finance made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2901 holding.
  • Envestnet Asset Management first reported a position in Willis Lease Finance in Q4 2024 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.