MFG
WLFC icon

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

Merit 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 		$212K Buy
+2,778
New +$181K ﹤0.01% 2076
2025
Q4 		– Sell
-4,641
Closed -$212K – 2033
2025
Q3 		$212K Buy
+4,641
New +$225K ﹤0.01% 1646

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

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

Merit Financial Group opened a new position in Willis Lease Finance (WLFC) in Q2 2026: 2,778 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #2076 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in WLFC as recently as Q3 2025.

Merit Financial Group first reported a position in WLFC in Q3 2025 and has held it in 2 quarters since. The position peaked at $212K in Q3 2025. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Merit Financial Group held 2,778 shares of Willis Lease Finance worth $212K as of Q2 2026.
  • Willis Lease Finance was a new Merit Financial Group position in Q2 2026.
  • Willis Lease Finance made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2076 holding.
  • Merit Financial Group first reported a position in Willis Lease Finance in Q3 2025 and has held it in 2 quarters since.
  • Merit Financial Group's Willis Lease Finance position peaked at $212K in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.