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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
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

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RC
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FTIA
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Ritholtz Wealth Management's WLFC Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of Willis Lease Finance (WLFC) in Q3 2025, closing a stake of 4,671 shares — an estimated $222K sold.

Ritholtz Wealth Management first reported a position in WLFC in Q3 2024 and held it in 4 quarters. The position peaked at $577K in Q4 2024. 129 funds tracked by Wall St. Rank hold WLFC as of Q3 2025.

  • Ritholtz Wealth Management reported no remaining Willis Lease Finance position as of Q3 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,671 Willis Lease Finance shares in Q3 2025, an estimated $222K.
  • Ritholtz Wealth Management first reported a position in Willis Lease Finance in Q3 2024 and held it in 4 quarters.
  • Ritholtz Wealth Management's Willis Lease Finance position peaked at $577K in Q4 2024.
  • 129 funds tracked by Wall St. Rank held Willis Lease Finance as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.