LAM
WLFC icon

Lakewood Asset Management’s Willis Lease Finance WLFC Stock Holding History

Lakewood Asset Management’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 		$487K Buy
6,381
+2,577
+68% +$168K 0.27% 74
2026
Q1 		$216K Buy
+3,804
New +$229K 0.14% 102
2025
Q1 		– Sell
-3,279
Closed -$227K – 120
2024
Q4 		$227K Buy
+3,279
New +$212K 0.16% 104

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

Lakewood Asset Management's WLFC Position: Q2 2026 in Review

Lakewood Asset Management increased its Willis Lease Finance (WLFC) stake by 68% in Q2 2026, buying an estimated $168K and bringing the position to 6,381 shares worth $487K. The position accounts for 0.27% of the portfolio, ranked #74.

Lakewood Asset Management first reported a position in WLFC in Q4 2024 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Lakewood Asset Management held 6,381 shares of Willis Lease Finance worth $487K as of Q2 2026.
  • Lakewood Asset Management bought 2,577 Willis Lease Finance shares in Q2 2026, an estimated $168K.
  • Willis Lease Finance made up 0.27% of Lakewood Asset Management's portfolio in Q2 2026, its #74 holding.
  • Lakewood Asset Management first reported a position in Willis Lease Finance in Q4 2024 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Lakewood Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.