Four Tree Island Advisory’s Willis Lease Finance WLFC Stock Holding History

Four Tree Island Advisory’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	$17.9M	Buy	316,263 +9,486	+3%	+$570K	9.06%	5
2025 Q4	$13.9M	Buy	306,777 +11,379	+4%	+$491K	7.66%	7
2025 Q3	$13.4M	Buy	295,398 +15,105	+5%	+$732K	8.56%	5
2025 Q2	$13.3M	Sell	280,293 -10,407	-4%	-$492K	9.39%	5
2025 Q1	$15.3M	Buy	290,700 +55,557	+24%	+$3.53M	10.75%	5
2024 Q4	$16.3M	Buy	+235,143	New	+$15.2M	11.24%	5

Other funds holding WLFC

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Four Tree Island Advisory's WLFC Position: Q1 2026 in Review

Four Tree Island Advisory increased its Willis Lease Finance (WLFC) stake by 3.1% in Q1 2026, buying an estimated $570K and bringing the position to 316,263 shares worth $17.9M. The position accounts for 9.06% of the portfolio, ranked #5.

Four Tree Island Advisory first reported a position in WLFC in Q4 2024 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold WLFC as of Q1 2026.

Four Tree Island Advisory held 316,263 shares of Willis Lease Finance worth $17.9M as of Q1 2026.
Four Tree Island Advisory bought 9,486 Willis Lease Finance shares in Q1 2026, an estimated $570K.
Willis Lease Finance made up 9.06% of Four Tree Island Advisory's portfolio in Q1 2026, its #5 holding.
Four Tree Island Advisory first reported a position in Willis Lease Finance in Q4 2024 and has held it in 6 quarters since.
125 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2026.

Based on Four Tree Island Advisory's 13F filing for Q1 2026, filed 11 May 2026.