First Trust Advisors’s Willis Lease Finance WLFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.75M Buy
40,289
+31,480
+357% +$4.49M ﹤0.01% 1293
2025
Q1
$1.39M Sell
8,809
-153
-2% -$24.2K ﹤0.01% 1923
2024
Q4
$1.86M Sell
8,962
-967
-10% -$201K ﹤0.01% 1836
2024
Q3
$1.48M Buy
+9,929
New +$1.48M ﹤0.01% 1888
2019
Q3
Sell
-5,752
Closed -$335K 2492
2019
Q2
$335K Buy
5,752
+472
+9% +$27.5K ﹤0.01% 2263
2019
Q1
$224K Buy
+5,280
New +$224K ﹤0.01% 2328