Mariner’s Willis Lease Finance WLFC Stock Holding History

Mariner’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
2024 Q4	–	Sell	-5,307	Closed	-$263K	–	3523
2024 Q3	$263K	Buy	+5,307	New	+$175K	﹤0.01%	2689

Other funds holding WLFC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OAM

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mariner's WLFC Position: Q4 2024 in Review

Mariner sold out of Willis Lease Finance (WLFC) in Q4 2024, closing a stake of 5,307 shares — an estimated $263K sold.

Mariner first reported a position in WLFC in Q3 2024 and held it in 1 quarter. The position peaked at $263K in Q3 2024. 104 funds tracked by Wall St. Rank hold WLFC as of Q4 2024.

Mariner reported no remaining Willis Lease Finance position as of Q4 2024 after selling out during the quarter.
Mariner sold 5,307 Willis Lease Finance shares in Q4 2024, an estimated $263K.
Mariner first reported a position in Willis Lease Finance in Q3 2024 and held it in 1 quarter.
Mariner's Willis Lease Finance position peaked at $263K in Q3 2024.
104 funds tracked by Wall St. Rank held Willis Lease Finance as of Q4 2024.

Based on Mariner's 13F filing for Q4 2024, filed 13 Feb 2025.