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Lindbrook Capital’s Willis Lease Finance WLFC Stock Holding History

Lindbrook Capital’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
2025
Q1 		$948 Buy
18
+3
+20% +$191 ﹤0.01% 2472
2024
Q4 		$1.04K Hold
15
– – ﹤0.01% 2477
2024
Q3 		$744 Buy
+15
New +$494 ﹤0.01% 2570

Other funds holding WLFC

MI
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Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Lindbrook Capital's WLFC Position: Q1 2025 in Review

Lindbrook Capital increased its Willis Lease Finance (WLFC) stake by 20% in Q1 2025, buying an estimated $191 and bringing the position to 18 shares worth $948. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

Lindbrook Capital first reported a position in WLFC in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.04K in Q4 2024. 108 funds tracked by Wall St. Rank hold WLFC as of Q1 2025.

  • Lindbrook Capital held 18 shares of Willis Lease Finance worth $948 as of Q1 2025.
  • Lindbrook Capital bought 3 Willis Lease Finance shares in Q1 2025, an estimated $191.
  • Willis Lease Finance made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2472 holding.
  • Lindbrook Capital first reported a position in Willis Lease Finance in Q3 2024 and has held it in 3 quarters since.
  • Lindbrook Capital's Willis Lease Finance position peaked at $1.04K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.