Harbor Capital Advisors’s Willis Lease Finance WLFC Stock Holding History

Harbor Capital Advisors’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	$17K	Buy	102 +66	+183%	+$11.9K	﹤0.01%	871
2025 Q4	$5K	Sell	36 -1	-3%	-$129	﹤0.01%	1160
2025 Q3	$5K	Buy	37 +3	+9%	+$436	﹤0.01%	1183
2025 Q2	$5K	Hold	34	–	–	﹤0.01%	1194
2025 Q1	$5K	Sell	34 -16	-32%	-$3.05K	﹤0.01%	1216
2024 Q4	$10K	Buy	50 +6	+14%	+$1.17K	﹤0.01%	983
2024 Q3	$7K	Buy	+44	New	+$4.34K	﹤0.01%	1078

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

FTIA

Four Tree Island Advisory Portsmouth, New Hampshire $198M AUM 57.46% 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

Harbor Capital Advisors's WLFC Position: Q1 2026 in Review

Harbor Capital Advisors increased its Willis Lease Finance (WLFC) stake by 183% in Q1 2026, buying an estimated $11.9K and bringing the position to 102 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Harbor Capital Advisors first reported a position in WLFC in Q3 2024 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold WLFC as of Q1 2026.

Harbor Capital Advisors held 102 shares of Willis Lease Finance worth $17K as of Q1 2026.
Harbor Capital Advisors bought 66 Willis Lease Finance shares in Q1 2026, an estimated $11.9K.
Willis Lease Finance made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q1 2026, its #871 holding.
Harbor Capital Advisors first reported a position in Willis Lease Finance in Q3 2024 and has held it in 7 quarters since.
125 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.