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

Larson 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
2026
Q2 		$20.4K Buy
267
+57
+27% +$3.72K ﹤0.01% 2003
2026
Q1 		$11.9K Buy
210
+33
+19% +$1.98K ﹤0.01% 2128
2025
Q4 		$8K Sell
177
-1,905
-91% -$82.2K ﹤0.01% 2242
2025
Q3 		$95.1K Buy
2,082
+1,383
+198% +$67.1K ﹤0.01% 926
2025
Q2 		$33.3K Buy
+699
New +$33K ﹤0.01% 1249

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

Larson Financial Group's WLFC Position: Q2 2026 in Review

Larson Financial Group increased its Willis Lease Finance (WLFC) stake by 27% in Q2 2026, buying an estimated $3.72K and bringing the position to 267 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Larson Financial Group first reported a position in WLFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $95.1K in Q3 2025. 175 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Larson Financial Group held 267 shares of Willis Lease Finance worth $20.4K as of Q2 2026.
  • Larson Financial Group bought 57 Willis Lease Finance shares in Q2 2026, an estimated $3.72K.
  • Willis Lease Finance made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2003 holding.
  • Larson Financial Group first reported a position in Willis Lease Finance in Q2 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Willis Lease Finance position peaked at $95.1K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

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