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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
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 $404M AUM 17.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $198M AUM 57.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Larson Financial Group's WLFC Position: Q1 2026 in Review

Larson Financial Group increased its Willis Lease Finance (WLFC) stake by 19% in Q1 2026, buying an estimated $1.98K and bringing the position to 210 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

Larson Financial Group first reported a position in WLFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $95.1K in Q3 2025. 125 funds tracked by Wall St. Rank hold WLFC as of Q1 2026.

  • Larson Financial Group held 210 shares of Willis Lease Finance worth $11.9K as of Q1 2026.
  • Larson Financial Group bought 33 Willis Lease Finance shares in Q1 2026, an estimated $1.98K.
  • Willis Lease Finance made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2128 holding.
  • Larson Financial Group first reported a position in Willis Lease Finance in Q2 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Willis Lease Finance position peaked at $95.1K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.