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Ritholtz Wealth Management’s Willis Lease Finance WLFC Stock Holding History

Ritholtz Wealth 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
2026
Q2 		$212K Buy
+2,781
New +$182K ﹤0.01% 1220
2025
Q3 		– Sell
-4,671
Closed -$222K – 1122
2025
Q2 		$222K Sell
4,671
-2,787
-37% -$132K ﹤0.01% 893
2025
Q1 		$393K Sell
7,458
-876
-11% -$55.7K 0.01% 661
2024
Q4 		$577K Buy
8,334
+2,043
+32% +$132K 0.02% 525
2024
Q3 		$312K Buy
+6,291
New +$207K 0.01% 691

Other funds holding WLFC

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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

Ritholtz Wealth Management's WLFC Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in Willis Lease Finance (WLFC) in Q2 2026: 2,781 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1220 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in WLFC as recently as Q2 2025.

Ritholtz Wealth Management first reported a position in WLFC in Q3 2024 and has held it in 5 quarters since. The position peaked at $577K in Q4 2024. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Ritholtz Wealth Management held 2,781 shares of Willis Lease Finance worth $212K as of Q2 2026.
  • Willis Lease Finance was a new Ritholtz Wealth Management position in Q2 2026.
  • Willis Lease Finance made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1220 holding.
  • Ritholtz Wealth Management first reported a position in Willis Lease Finance in Q3 2024 and has held it in 5 quarters since.
  • Ritholtz Wealth Management's Willis Lease Finance position peaked at $577K in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.