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Independent Financial Group’s Willis Lease Finance WLFC Stock Holding History

Independent Financial Group’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
2025
Q1 		– Sell
-3,168
Closed -$219K – 1274
2024
Q4 		$219K Buy
+3,168
New +$205K 0.01% 1054

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Independent Financial Group's WLFC Position: Q1 2025 in Review

Independent Financial Group sold out of Willis Lease Finance (WLFC) in Q1 2025, closing a stake of 3,168 shares — an estimated $219K sold.

Independent Financial Group first reported a position in WLFC in Q4 2024 and held it in 1 quarter. The position peaked at $219K in Q4 2024. 108 funds tracked by Wall St. Rank hold WLFC as of Q1 2025.

  • Independent Financial Group reported no remaining Willis Lease Finance position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 3,168 Willis Lease Finance shares in Q1 2025, an estimated $219K.
  • Independent Financial Group first reported a position in Willis Lease Finance in Q4 2024 and held it in 1 quarter.
  • Independent Financial Group's Willis Lease Finance position peaked at $219K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.