Nisa Investment Advisors
WLFC icon

Nisa Investment Advisors’s Willis Lease Finance WLFC Stock Holding History

Nisa Investment 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
2026
Q2 		$35.2K Hold
462
– – ﹤0.01% 1994
2026
Q1 		$26.2K Hold
462
– – ﹤0.01% 1912
2025
Q4 		$20.9K Sell
462
-1,071
-70% -$46.2K ﹤0.01% 1926
2025
Q3 		$70.1K Hold
1,533
– – ﹤0.01% 1536
2025
Q2 		$73K Buy
1,533
+18
+1% +$850 ﹤0.01% 1496
2025
Q1 		$79.8K Sell
1,515
-1,500
-50% -$95.3K ﹤0.01% 1458
2024
Q4 		$209K Hold
3,015
– – ﹤0.01% 1289
2024
Q3 		$150K Buy
3,015
+15
+0.5% +$494 ﹤0.01% 1346
2024
Q2 		$69.3K Buy
+3,000
New +$58K ﹤0.01% 1569

Other funds holding WLFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return
BCA
Buckley Capital Advisors Miami Beach, Florida $161M AUM
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
DA
Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nisa Investment Advisors's WLFC Position: Q2 2026 in Review

Nisa Investment Advisors held its Willis Lease Finance (WLFC) position steady in Q2 2026 at 462 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Nisa Investment Advisors first reported a position in WLFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $209K in Q4 2024. 58 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Nisa Investment Advisors held 462 shares of Willis Lease Finance worth $35.2K as of Q2 2026.
  • Nisa Investment Advisors left its Willis Lease Finance share count unchanged in Q2 2026.
  • Willis Lease Finance made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1994 holding.
  • Nisa Investment Advisors first reported a position in Willis Lease Finance in Q2 2024 and has held it in 9 quarters since.
  • Nisa Investment Advisors's Willis Lease Finance position peaked at $209K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.