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John Overdeck’s Willis Lease Finance WLFC Stock Holding History

John Overdeck’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 		$44M Buy
577,038
+78,105
+16% +$5.1M 0.03% 614
2026
Q1 		$28.3M Buy
498,933
+239,337
+92% +$14.4M 0.02% 753
2025
Q4 		$11.7M Sell
259,596
-44,562
-15% -$1.92M 0.02% 1015
2025
Q3 		$13.9M Buy
304,158
+27,156
+10% +$1.32M 0.02% 797
2025
Q2 		$13.2M Buy
277,002
+254,010
+1,105% +$12M 0.02% 699
2025
Q1 		$1.21M Buy
22,992
+16,392
+248% +$1.04M ﹤0.01% 2065
2024
Q4 		$457K Sell
6,600
-4,134
-39% -$268K ﹤0.01% 2576
2024
Q3 		$532K Sell
10,734
-27,900
-72% -$918K ﹤0.01% 2449
2024
Q2 		$892K Buy
38,634
+14,547
+60% +$281K ﹤0.01% 2053
2024
Q1 		$398K Buy
+24,087
New +$388K ﹤0.01% 2435
2023
Q4 		– Sell
-15,171
Closed -$214K – 3418
2023
Q3 		$214K Buy
+15,171
New +$214K ﹤0.01% 2621

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
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

John Overdeck's WLFC Position: Q2 2026 in Review

John Overdeck increased its Willis Lease Finance (WLFC) stake by 16% in Q2 2026, buying an estimated $5.1M and bringing the position to 577,038 shares worth $44M. The position accounts for 0.03% of the portfolio, ranked #614.

John Overdeck first reported a position in WLFC in Q3 2023 and has held it in 11 quarters since. 175 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • John Overdeck held 577,038 shares of Willis Lease Finance worth $44M as of Q2 2026.
  • John Overdeck bought 78,105 Willis Lease Finance shares in Q2 2026, an estimated $5.1M.
  • Willis Lease Finance made up 0.03% of John Overdeck's portfolio in Q2 2026, its #614 holding.
  • John Overdeck first reported a position in Willis Lease Finance in Q3 2023 and has held it in 11 quarters since.
  • 175 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.