Jones Financial Companies
WLFC icon

Jones Financial Companies’s Willis Lease Finance WLFC Stock Holding History

Jones Financial Companies’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 		$15.7K Hold
210
– – ﹤0.01% 3607
2026
Q1 		$11.8K Hold
210
– – ﹤0.01% 3521
2025
Q4 		$9.49K Hold
210
– – ﹤0.01% 3241
2025
Q3 		$9.89K Hold
210
– – ﹤0.01% 3083
2025
Q2 		$10.4K Buy
210
+105
+100% +$4.96K ﹤0.01% 2856
2025
Q1 		$5.61K Hold
105
– – ﹤0.01% 2921
2024
Q4 		$7.26K Hold
105
– – ﹤0.01% 2643
2024
Q3 		$4.86K Buy
105
+15
+17% +$494 ﹤0.01% 2452
2024
Q2 		$2.08K Buy
+90
New +$1.74K ﹤0.01% 2149

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

Jones Financial Companies's WLFC Position: Q2 2026 in Review

Jones Financial Companies held its Willis Lease Finance (WLFC) position steady in Q2 2026 at 210 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3607.

Jones Financial Companies first reported a position in WLFC in Q2 2024 and has held it in 9 quarters since. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Jones Financial Companies held 210 shares of Willis Lease Finance worth $15.7K as of Q2 2026.
  • Jones Financial Companies left its Willis Lease Finance share count unchanged in Q2 2026.
  • Willis Lease Finance made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3607 holding.
  • Jones Financial Companies first reported a position in Willis Lease Finance in Q2 2024 and has held it in 9 quarters since.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.