Morgan Stanley’s Willis Lease Finance WLFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15M | Buy |
196,929
+52,212
| +36% | +$3.41M | ﹤0.01% | 3364 |
|
|
2026
Q1 | $8.21M | Buy |
144,717
+4,260
| +3% | +$256K | ﹤0.01% | 3735 |
|
|
2025
Q4 | $6.35M | Sell |
140,457
-200,007
| -59% | -$8.62M | ﹤0.01% | 3998 |
|
|
2025
Q3 | $15.6M | Sell |
340,464
-40,554
| -11% | -$1.97M | ﹤0.01% | 3127 |
|
|
2025
Q2 | $18.1M | Buy |
381,018
+217,377
| +133% | +$10.3M | ﹤0.01% | 2911 |
|
|
2025
Q1 | $8.62M | Buy |
163,641
+28,002
| +21% | +$1.78M | ﹤0.01% | 3477 |
|
|
2024
Q4 | $9.38M | Sell |
135,639
-1,926
| -1% | -$125K | ﹤0.01% | 3463 |
|
|
2024
Q3 | $6.82M | Buy |
137,565
+14,322
| +12% | +$471K | ﹤0.01% | 3709 |
|
|
2024
Q2 | $2.85M | Sell |
123,243
-1,392
| -1% | -$26.9K | ﹤0.01% | 4326 |
|
|
2024
Q1 | $2.06M | Sell |
124,635
-4,482
| -3% | -$72.2K | ﹤0.01% | 4550 |
|
|
2023
Q4 | $2.1M | Buy |
129,117
+11,730
| +10% | +$174K | ﹤0.01% | 4480 |
|
|
2023
Q3 | $1.66M | Sell |
117,387
-588
| -0.5% | -$8.3K | ﹤0.01% | 4506 |
|
|
2023
Q2 | $1.54M | Sell |
117,975
-12,147
| -9% | -$188K | ﹤0.01% | 4590 |
|
|
2023
Q1 | $2.38M | Buy |
130,122
+11,757
| +10% | +$230K | ﹤0.01% | 4350 |
|
|
2022
Q4 | $2.33M | Buy |
118,365
+117,891
| +24,872% | +$1.76M | ﹤0.01% | 4351 |
|
|
2022
Q3 | $4K | Sell |
474
-2,958
| -86% | -$37K | ﹤0.01% | 7331 |
|
|
2022
Q2 | $43K | Buy |
3,432
+573
| +20% | +$6.51K | ﹤0.01% | 6681 |
|
|
2022
Q1 | $31K | Sell |
2,859
-1,332
| -32% | -$15.4K | ﹤0.01% | 6946 |
|
|
2021
Q4 | $52K | Buy |
4,191
+2,283
| +120% | +$29.1K | ﹤0.01% | 6791 |
|
|
2021
Q3 | $24K | Buy |
1,908
+1,263
| +196% | +$16.6K | ﹤0.01% | 7040 |
|
|
2021
Q2 | $9K | Buy |
645
+393
| +156% | +$5.74K | ﹤0.01% | 7272 |
|
|
2021
Q1 | $4K | Sell |
252
-10,806
| -98% | -$125K | ﹤0.01% | 7165 |
|
|
2020
Q4 | $113K | Buy |
11,058
+5,751
| +108% | +$53.6K | ﹤0.01% | 5860 |
|
|
2020
Q3 | $33K | Sell |
5,307
-429
| -7% | -$3.11K | ﹤0.01% | 5868 |
|
|
2020
Q2 | $46K | Buy |
5,736
+4,701
| +454% | +$33.5K | ﹤0.01% | 5707 |
|
|
2020
Q1 | $9K | Sell |
1,035
-11,328
| -92% | -$187K | ﹤0.01% | 6052 |
|
|
2019
Q4 | $243K | Buy |
12,363
+9,300
| +304% | +$181K | ﹤0.01% | 5335 |
|
|
2019
Q3 | $57K | Buy |
3,063
+1,971
| +180% | +$39.7K | ﹤0.01% | 5672 |
|
|
2019
Q2 | $21K | Sell |
1,092
-7,431
| -87% | -$125K | ﹤0.01% | 5920 |
|
|
2019
Q1 | $120K | Sell |
8,523
-12,498
| -59% | -$166K | ﹤0.01% | 5318 |
|
|
2018
Q4 | $242K | Sell |
21,021
-8,040
| -28% | -$95.2K | ﹤0.01% | 5202 |
|
|
2018
Q3 | $334K | Sell |
29,061
-24,864
| -46% | -$275K | ﹤0.01% | 5213 |
|
|
2018
Q2 | $567K | Buy |
53,925
+2,118
| +4% | +$23K | ﹤0.01% | 5010 |
|
|
2018
Q1 | $593K | Buy |
51,807
+7,464
| +17% | +$68.8K | ﹤0.01% | 4900 |
|
|
2017
Q4 | $369K | Buy |
44,343
+14,994
| +51% | +$125K | ﹤0.01% | 5140 |
|
|
2017
Q3 | $241K | Sell |
29,349
-5,295
| -15% | -$43.7K | ﹤0.01% | 5258 |
|
|
2017
Q2 | $308K | Sell |
34,644
-15,705
| -31% | -$130K | ﹤0.01% | 5098 |
|
|
2017
Q1 | $376K | Sell |
50,349
-10,911
| -18% | -$91.9K | ﹤0.01% | 5003 |
|
|
2016
Q4 | $522K | Buy |
61,260
+46,416
| +313% | +$401K | ﹤0.01% | 4910 |
|
|
2016
Q3 | $118K | Buy |
14,844
+7,869
| +113% | +$65.5K | ﹤0.01% | 5244 |
|
|
2016
Q2 | $52K | Sell |
6,975
-12,006
| -63% | -$95.4K | ﹤0.01% | 5519 |
|
|
2016
Q1 | $136K | Buy |
+18,981
| New | +$124K | ﹤0.01% | 5174 |
|
|
2015
Q4 | – | Sell |
-48,402
| Closed | -$262K | – | 6809 |
|
|
2015
Q3 | $262K | Sell |
48,402
-24,231
| -33% | -$135K | ﹤0.01% | 4955 |
|
|
2015
Q2 | $445K | Sell |
72,633
-25,101
| -26% | -$155K | ﹤0.01% | 4799 |
|
|
2015
Q1 | $605K | Sell |
97,734
-44,613
| -31% | -$307K | ﹤0.01% | 4525 |
|
|
2014
Q4 | $1.04M | Sell |
142,347
-11,085
| -7% | -$78.9K | ﹤0.01% | 4121 |
|
|
2014
Q3 | $1.05M | Buy |
153,432
+32,289
| +27% | +$243K | ﹤0.01% | 3992 |
|
|
2014
Q2 | $991K | Buy |
121,143
+16,092
| +15% | +$110K | ﹤0.01% | 4059 |
|
|
2014
Q1 | $717K | Sell |
105,051
-14,544
| -12% | -$88.4K | ﹤0.01% | 4281 |
|
|
2013
Q4 | $692K | Buy |
119,595
+73,668
| +160% | +$420K | ﹤0.01% | 4226 |
|
|
2013
Q3 | $241K | Sell |
45,927
-12,522
| -21% | -$60.5K | ﹤0.01% | 4767 |
|
|
2013
Q2 | $264K | Buy |
+58,449
| New | +$264K | ﹤0.01% | 4672 |
|
Other funds holding WLFC
MI
FTIA
RC
Morgan Stanley's WLFC Position: Q2 2026 in Review
Morgan Stanley increased its Willis Lease Finance (WLFC) stake by 36% in Q2 2026, buying an estimated $3.41M and bringing the position to 196,929 shares worth $15M. The position accounts for ﹤0.01% of the portfolio, ranked #3364.
Morgan Stanley first reported a position in WLFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.1M in Q2 2025. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.
- Morgan Stanley held 196,929 shares of Willis Lease Finance worth $15M as of Q2 2026.
- Morgan Stanley bought 52,212 Willis Lease Finance shares in Q2 2026, an estimated $3.41M.
- Willis Lease Finance made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3364 holding.
- Morgan Stanley first reported a position in Willis Lease Finance in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Willis Lease Finance position peaked at $18.1M in Q2 2025.
- 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.