Mercer Global Advisors
WLFC icon

Mercer Global Advisors’s Willis Lease Finance WLFC Stock Holding History

Mercer Global Advisors’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 		– Sell
-9,060
Closed -$627K – 2269
2024
Q4 		$627K Buy
+9,060
New +$587K ﹤0.01% 1325

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Mercer Global Advisors's WLFC Position: Q1 2025 in Review

Mercer Global Advisors sold out of Willis Lease Finance (WLFC) in Q1 2025, closing a stake of 9,060 shares — an estimated $627K sold.

Mercer Global Advisors first reported a position in WLFC in Q4 2024 and held it in 1 quarter. The position peaked at $627K in Q4 2024. 108 funds tracked by Wall St. Rank hold WLFC as of Q1 2025.

  • Mercer Global Advisors reported no remaining Willis Lease Finance position as of Q1 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 9,060 Willis Lease Finance shares in Q1 2025, an estimated $627K.
  • Mercer Global Advisors first reported a position in Willis Lease Finance in Q4 2024 and held it in 1 quarter.
  • Mercer Global Advisors's Willis Lease Finance position peaked at $627K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2025.

Based on Mercer Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.