HSBC Holdings’s Willis Lease Finance WLFC Stock Holding History

HSBC Holdings’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	–	Sell	-7,761	Closed	-$349K	–	3260
2025 Q4	$349K	Buy	+7,761	New	+$335K	﹤0.01%	2466

Other funds holding WLFC

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

FTIA

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HSBC Holdings's WLFC Position: Q1 2026 in Review

HSBC Holdings sold out of Willis Lease Finance (WLFC) in Q1 2026, closing a stake of 7,761 shares — an estimated $349K sold.

HSBC Holdings first reported a position in WLFC in Q4 2025 and held it in 1 quarter. The position peaked at $349K in Q4 2025. 125 funds tracked by Wall St. Rank hold WLFC as of Q1 2026.

HSBC Holdings reported no remaining Willis Lease Finance position as of Q1 2026 after selling out during the quarter.
HSBC Holdings sold 7,761 Willis Lease Finance shares in Q1 2026, an estimated $349K.
HSBC Holdings first reported a position in Willis Lease Finance in Q4 2025 and held it in 1 quarter.
HSBC Holdings's Willis Lease Finance position peaked at $349K in Q4 2025.
125 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.