HIM
WLFC icon

Hillsdale Investment Management’s Willis Lease Finance WLFC Stock Holding History

Hillsdale Investment Management’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
2024
Q4 		– Sell
-7,200
Closed -$357K – 691
2024
Q3 		$357K Sell
7,200
-600
-8% -$19.7K 0.03% 358
2024
Q2 		$180K Buy
7,800
+900
+13% +$17.4K 0.01% 391
2024
Q1 		$114K Buy
+6,900
New +$111K 0.01% 418
2020
Q4 		– Sell
-17,799
Closed -$109K – 663
2020
Q3 		$109K Sell
17,799
-57,801
-76% -$419K 0.01% 405
2020
Q2 		$613K Sell
75,600
-2,190
-3% -$15.6K 0.06% 286
2020
Q1 		$689K Buy
77,790
+390
+0.5% +$6.45K 0.08% 218
2019
Q4 		$1.52M Buy
77,400
+900
+1% +$17.5K 0.13% 168
2019
Q3 		$1.41M Buy
76,500
+7,650
+11% +$154K 0.12% 167
2019
Q2 		$1.34M Buy
68,850
+1,350
+2% +$22.8K 0.13% 158
2019
Q1 		$954K Sell
67,500
-7,650
-10% -$101K 0.09% 157
2018
Q4 		$867K Buy
75,150
+73,500
+4,455% +$871K 0.1% 162
2018
Q3 		$19K Buy
+1,650
New +$18.2K ﹤0.01% 325

Other funds holding WLFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's WLFC Position: Q4 2024 in Review

Hillsdale Investment Management sold out of Willis Lease Finance (WLFC) in Q4 2024, closing a stake of 7,200 shares — an estimated $357K sold.

Hillsdale Investment Management first reported a position in WLFC in Q3 2018 and held it in 12 quarters. The position peaked at $1.52M in Q4 2019. 104 funds tracked by Wall St. Rank hold WLFC as of Q4 2024.

  • Hillsdale Investment Management reported no remaining Willis Lease Finance position as of Q4 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 7,200 Willis Lease Finance shares in Q4 2024, an estimated $357K.
  • Hillsdale Investment Management first reported a position in Willis Lease Finance in Q3 2018 and held it in 12 quarters.
  • Hillsdale Investment Management's Willis Lease Finance position peaked at $1.52M in Q4 2019.
  • 104 funds tracked by Wall St. Rank held Willis Lease Finance as of Q4 2024.

Based on Hillsdale Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.