Raymond James Financial
WLFC icon

Raymond James Financial’s Willis Lease Finance WLFC Stock Holding History

Raymond James Financial’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 		$648K Sell
8,499
-19,275
-69% -$1.26M ﹤0.01% 4323
2026
Q1 		$1.58M Buy
27,774
+18,936
+214% +$1.14M ﹤0.01% 3526
2025
Q4 		$400K Buy
+8,838
New +$381K ﹤0.01% 4412

Other funds holding WLFC

MI
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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

Raymond James Financial's WLFC Position: Q2 2026 in Review

Raymond James Financial reduced its Willis Lease Finance (WLFC) stake by 69% in Q2 2026, selling an estimated $1.26M and leaving 8,499 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #4323.

Raymond James Financial first reported a position in WLFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.58M in Q1 2026. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Raymond James Financial held 8,499 shares of Willis Lease Finance worth $648K as of Q2 2026.
  • Raymond James Financial sold 19,275 Willis Lease Finance shares in Q2 2026, an estimated $1.26M.
  • Willis Lease Finance made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4323 holding.
  • Raymond James Financial first reported a position in Willis Lease Finance in Q4 2025 and has held it in 3 quarters since.
  • Raymond James Financial's Willis Lease Finance position peaked at $1.58M in Q1 2026.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.