Polen Capital Management
WLFC icon

Polen Capital Management’s Willis Lease Finance WLFC Stock Holding History

Polen Capital Management’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
Q4 		– Sell
-7,716
Closed -$353K – 288
2025
Q3 		$353K Sell
7,716
-8,115
-51% -$393K ﹤0.01% 207
2025
Q2 		$753K Buy
+15,831
New +$748K ﹤0.01% 165

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Polen Capital Management's WLFC Position: Q4 2025 in Review

Polen Capital Management sold out of Willis Lease Finance (WLFC) in Q4 2025, closing a stake of 7,716 shares — an estimated $353K sold.

Polen Capital Management first reported a position in WLFC in Q2 2025 and held it in 2 quarters. The position peaked at $753K in Q2 2025. 113 funds tracked by Wall St. Rank hold WLFC as of Q4 2025.

  • Polen Capital Management reported no remaining Willis Lease Finance position as of Q4 2025 after selling out during the quarter.
  • Polen Capital Management sold 7,716 Willis Lease Finance shares in Q4 2025, an estimated $353K.
  • Polen Capital Management first reported a position in Willis Lease Finance in Q2 2025 and held it in 2 quarters.
  • Polen Capital Management's Willis Lease Finance position peaked at $753K in Q2 2025.
  • 113 funds tracked by Wall St. Rank held Willis Lease Finance as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.