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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
Q2 		$24.7M Buy
324,480
+8,217
+3% +$537K 8.16% 4
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

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Four Tree Island Advisory's WLFC Position: Q2 2026 in Review

Four Tree Island Advisory increased its Willis Lease Finance (WLFC) stake by 2.6% in Q2 2026, buying an estimated $537K and bringing the position to 324,480 shares worth $24.7M. The position accounts for 8.16% of the portfolio, ranked #4.

Four Tree Island Advisory first reported a position in WLFC in Q4 2024 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Four Tree Island Advisory held 324,480 shares of Willis Lease Finance worth $24.7M as of Q2 2026.
  • Four Tree Island Advisory bought 8,217 Willis Lease Finance shares in Q2 2026, an estimated $537K.
  • Willis Lease Finance made up 8.16% of Four Tree Island Advisory's portfolio in Q2 2026, its #4 holding.
  • Four Tree Island Advisory first reported a position in Willis Lease Finance in Q4 2024 and has held it in 7 quarters since.
  • 175 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Four Tree Island Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.