Franklin Resources
WLFC icon

Franklin Resources’s Willis Lease Finance WLFC Stock Holding History

Franklin Resources’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 		$2.32M Buy
30,369
+3,531
+13% +$231K ﹤0.01% 1946
2026
Q1 		$1.52M Buy
26,838
+21,294
+384% +$1.28M ﹤0.01% 2004
2025
Q4 		$251K Buy
5,544
+309
+6% +$13.3K ﹤0.01% 2699
2025
Q3 		$239K Hold
5,235
– – ﹤0.01% 2762
2025
Q2 		$249K Hold
5,235
– – ﹤0.01% 2644
2025
Q1 		$276K Sell
5,235
-468
-8% -$29.7K ﹤0.01% 2522
2024
Q4 		$395K Hold
5,703
– – ﹤0.01% 2392
2024
Q3 		$342K Buy
+5,703
New +$188K ﹤0.01% 2444

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
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return
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

Franklin Resources's WLFC Position: Q2 2026 in Review

Franklin Resources increased its Willis Lease Finance (WLFC) stake by 13% in Q2 2026, buying an estimated $231K and bringing the position to 30,369 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Franklin Resources first reported a position in WLFC in Q3 2024 and has held it in 8 quarters since. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Franklin Resources held 30,369 shares of Willis Lease Finance worth $2.32M as of Q2 2026.
  • Franklin Resources bought 3,531 Willis Lease Finance shares in Q2 2026, an estimated $231K.
  • Willis Lease Finance made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1946 holding.
  • Franklin Resources first reported a position in Willis Lease Finance in Q3 2024 and has held it in 8 quarters since.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.