Jim Simons’s Willis Lease Finance WLFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$33.7M Sell
593,460
-14,331
-2% -$861K 0.05% 450
2025
Q4
$27.5M Sell
607,791
-92,400
-13% -$3.98M 0.04% 481
2025
Q3
$32M Sell
700,191
-18,177
-3% -$881K 0.04% 519
2025
Q2
$34.2M Buy
718,368
+5,877
+0.8% +$278K 0.05% 480
2025
Q1
$37.5M Sell
712,491
-1,200
-0.2% -$76.3K 0.06% 413
2024
Q4
$49.4M Sell
713,691
-18,300
-3% -$1.19M 0.07% 329
2024
Q3
$36.3M Sell
731,991
-4,500
-0.6% -$148K 0.05% 433
2024
Q2
$17M Sell
736,491
-3,000
-0.4% -$58K 0.03% 665
2024
Q1
$12.2M Sell
739,491
-8,100
-1% -$131K 0.02% 887
2023
Q4
$12.2M Sell
747,591
-11,700
-2% -$174K 0.02% 854
2023
Q3
$10.7M Sell
759,291
-18,600
-2% -$262K 0.02% 882
2023
Q2
$10.1M Sell
777,891
-13,500
-2% -$209K 0.01% 1019
2023
Q1
$14.5M Sell
791,391
-8,718
-1% -$170K 0.02% 894
2022
Q4
$15.7M Sell
800,109
-51,000
-6% -$763K 0.02% 845
2022
Q3
$9.29M Sell
851,109
-70,800
-8% -$885K 0.01% 1073
2022
Q2
$11.5M Sell
921,909
-15,000
-2% -$170K 0.01% 1029
2022
Q1
$10.1M Sell
936,909
-31,152
-3% -$361K 0.01% 1124
2021
Q4
$12.1M Sell
968,061
-76,476
-7% -$974K 0.02% 971
2021
Q3
$12.9M Sell
1,044,537
-42,024
-4% -$551K 0.02% 887
2021
Q2
$15.5M Sell
1,086,561
-54,300
-5% -$793K 0.02% 898
2021
Q1
$16.5M Sell
1,140,861
-10,200
-0.9% -$118K 0.02% 890
2020
Q4
$11.7M Sell
1,151,061
-31,500
-3% -$294K 0.01% 1059
2020
Q3
$7.27M Sell
1,182,561
-36,900
-3% -$267K 0.01% 1342
2020
Q2
$9.87M Sell
1,219,461
-127,500
-9% -$909K 0.01% 1231
2020
Q1
$11.9M Sell
1,346,961
-42,735
-3% -$707K 0.01% 1060
2019
Q4
$27.3M Buy
1,389,696
+4,200
+0.3% +$81.8K 0.02% 828
2019
Q3
$25.6M Sell
1,385,496
-69,600
-5% -$1.4M 0.02% 835
2019
Q2
$28.3M Sell
1,455,096
-45,000
-3% -$759K 0.02% 772
2019
Q1
$21.2M Sell
1,500,096
-21,204
-1% -$281K 0.02% 940
2018
Q4
$17.5M Sell
1,521,300
-51,900
-3% -$615K 0.02% 965
2018
Q3
$18.1M Buy
1,573,200
+7,500
+0.5% +$82.9K 0.02% 998
2018
Q2
$16.5M Buy
1,565,700
+93,300
+6% +$1.02M 0.02% 1044
2018
Q1
$16.8M Buy
1,472,400
+42,900
+3% +$395K 0.02% 1032
2017
Q4
$11.9M Buy
1,429,500
+67,200
+5% +$559K 0.01% 1279
2017
Q3
$11.2M Buy
1,362,300
+35,100
+3% +$289K 0.01% 1259
2017
Q2
$11.8M Sell
1,327,200
-3,600
-0.3% -$29.8K 0.02% 1174
2017
Q1
$9.91M Buy
1,330,800
+106,200
+9% +$895K 0.01% 1257
2016
Q4
$10.4M Buy
1,224,600
+130,200
+12% +$1.12M 0.02% 1196
2016
Q3
$8.67M Buy
1,094,400
+70,449
+7% +$586K 0.02% 1233
2016
Q2
$7.59M Buy
1,023,951
+106,551
+12% +$847K 0.01% 1317
2016
Q1
$6.6M Buy
917,400
+47,400
+5% +$310K 0.01% 1429
2015
Q4
$5.83M Buy
870,000
+33,900
+4% +$190K 0.01% 1370
2015
Q3
$4.53M Buy
836,100
+53,700
+7% +$300K 0.01% 1457
2015
Q2
$4.79M Sell
782,400
-5,700
-0.7% -$35.2K 0.01% 1463
2015
Q1
$4.88M Buy
788,100
+16,182
+2% +$111K 0.01% 1377
2014
Q4
$5.63M Buy
771,918
+33,687
+5% +$240K 0.01% 1202
2014
Q3
$5.05M Buy
738,231
+66,624
+10% +$502K 0.01% 1158
2014
Q2
$5.49M Buy
671,607
+160,155
+31% +$1.1M 0.01% 1169
2014
Q1
$3.49M Buy
511,452
+71,052
+16% +$432K 0.01% 1455
2013
Q4
$2.55M Buy
440,400
+148,200
+51% +$844K 0.01% 1617
2013
Q3
$1.53M Sell
292,200
-35,400
-11% -$171K ﹤0.01% 1801
2013
Q2
$1.48M Buy
+327,600
New +$1.48M ﹤0.01% 1741

Other funds holding WLFC

Jim Simons's WLFC Position: Q1 2026 in Review

Jim Simons reduced its Willis Lease Finance (WLFC) stake by 2.4% in Q1 2026, selling an estimated $861K and leaving 593,460 shares worth $33.7M. The position accounts for 0.05% of the portfolio, ranked #450.

Jim Simons first reported a position in WLFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $49.4M in Q4 2024. 125 funds tracked by Wall St. Rank hold WLFC as of Q1 2026.

  • Jim Simons held 593,460 shares of Willis Lease Finance worth $33.7M as of Q1 2026.
  • Jim Simons sold 14,331 Willis Lease Finance shares in Q1 2026, an estimated $861K.
  • Willis Lease Finance made up 0.05% of Jim Simons's portfolio in Q1 2026, its #450 holding.
  • Jim Simons first reported a position in Willis Lease Finance in Q2 2013 and has held it in 52 quarters since.
  • Jim Simons's Willis Lease Finance position peaked at $49.4M in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.