Palisades Investment Partners’s Willis Lease Finance WLFC Stock Holding History

Palisades Investment Partners’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	$14.4M	Buy	189,117 +122,100	+182%	+$7.98M	4.1%	5
2026 Q1	$3.8M	Buy	67,017 +3,453	+5%	+$208K	1.49%	32
2025 Q4	$2.87M	Buy	63,564 +1,305	+2%	+$56.3K	1.09%	33
2025 Q3	$2.84M	Buy	62,259 +282	+0.5%	+$13.7K	1.12%	33
2025 Q2	$2.95M	Sell	61,977 -1,695	-3%	-$80.1K	1.29%	29
2025 Q1	$3.35M	Buy	63,672 +888	+1%	+$56.4K	1.68%	22
2024 Q4	$4.34M	Buy	62,784 +5,424	+9%	+$351K	1.83%	21
2024 Q3	$2.85M	Buy	57,360 +3,468	+6%	+$114K	1.24%	28
2024 Q2	$1.24M	Buy	+53,892	New	+$1.04M	0.62%	37

Other funds holding WLFC

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FTIA

Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Palisades Investment Partners's WLFC Position: Q2 2026 in Review

Palisades Investment Partners increased its Willis Lease Finance (WLFC) stake by 182% in Q2 2026, buying an estimated $7.98M and bringing the position to 189,117 shares worth $14.4M. The position accounts for 4.1% of the portfolio, ranked #5.

Palisades Investment Partners first reported a position in WLFC in Q2 2024 and has held it in 9 quarters since. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

Palisades Investment Partners held 189,117 shares of Willis Lease Finance worth $14.4M as of Q2 2026.
Palisades Investment Partners bought 122,100 Willis Lease Finance shares in Q2 2026, an estimated $7.98M.
Willis Lease Finance made up 4.1% of Palisades Investment Partners's portfolio in Q2 2026, its #5 holding.
Palisades Investment Partners first reported a position in Willis Lease Finance in Q2 2024 and has held it in 9 quarters since.
176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Palisades Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.