Ritholtz Wealth Management
WLFC icon

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
Q3 		– Sell
-2,781
Closed -$212K – 1505
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

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Ritholtz Wealth Management's WLFC Position: Q3 2026 in Review

Ritholtz Wealth Management sold out of Willis Lease Finance (WLFC) in Q3 2026, closing a stake of 2,781 shares — an estimated $212K sold.

Ritholtz Wealth Management first reported a position in WLFC in Q3 2024 and held it in 5 quarters. The position peaked at $577K in Q4 2024. 60 funds tracked by Wall St. Rank hold WLFC as of Q3 2026.

  • Ritholtz Wealth Management reported no remaining Willis Lease Finance position as of Q3 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 2,781 Willis Lease Finance shares in Q3 2026, an estimated $212K.
  • Ritholtz Wealth Management first reported a position in Willis Lease Finance in Q3 2024 and held it in 5 quarters.
  • Ritholtz Wealth Management's Willis Lease Finance position peaked at $577K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Willis Lease Finance as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.