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HRT Financial’s Willis Lease Finance WLFC Stock Holding History

HRT Financial’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 		$8.73M Buy
+114,453
New +$7.48M 0.02% 841
2025
Q4 		– Sell
-37,482
Closed -$1.71M – 4148
2025
Q3 		$1.71M Buy
37,482
+26,088
+229% +$1.26M 0.01% 1230
2025
Q2 		$542K Sell
11,394
-3,855
-25% -$182K ﹤0.01% 1565
2025
Q1 		$802K Buy
15,249
+3,507
+30% +$223K 0.01% 1226
2024
Q4 		$812K Buy
11,742
+5,529
+89% +$358K ﹤0.01% 1184
2024
Q3 		$308K Buy
+6,213
New +$204K ﹤0.01% 1798
2023
Q3 		– Sell
-43,503
Closed -$567K – 3190
2023
Q2 		$567K Buy
43,503
+23,730
+120% +$367K 0.01% 1293
2023
Q1 		$361K Buy
+19,773
New +$387K ﹤0.01% 1601

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

HRT Financial's WLFC Position: Q2 2026 in Review

HRT Financial opened a new position in Willis Lease Finance (WLFC) in Q2 2026: 114,453 shares worth $8.73M. The stake represents 0.02% of the portfolio and ranks #841 among its holdings. This is a return to the name: HRT Financial previously reported a position in WLFC as recently as Q3 2025.

HRT Financial first reported a position in WLFC in Q1 2023 and has held it in 8 quarters since. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • HRT Financial held 114,453 shares of Willis Lease Finance worth $8.73M as of Q2 2026.
  • Willis Lease Finance was a new HRT Financial position in Q2 2026.
  • Willis Lease Finance made up 0.02% of HRT Financial's portfolio in Q2 2026, its #841 holding.
  • HRT Financial first reported a position in Willis Lease Finance in Q1 2023 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 HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.