Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
RA
Royce & Associates’s
Willis Lease Finance
WLFC
Stock Holding History
Royce & Associates’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
2020
Q2
–
Sell
-716
Closed
-$19K
–
1227
2020
Q1
$19K
Buy
716
+144
+25%
+$7.15K
﹤0.01%
1095
2019
Q4
$34K
Buy
+572
New
+$33.4K
﹤0.01%
1075
2015
Q4
–
Sell
-3,000
Closed
-$49K
–
1180
2015
Q3
$49K
Hold
3,000
–
–
﹤0.01%
1154
2015
Q2
$55K
Buy
3,000
+200
+7%
+$3.71K
﹤0.01%
1171
2015
Q1
$52K
Hold
2,800
–
–
﹤0.01%
1186
2014
Q4
$61K
Hold
2,800
–
–
﹤0.01%
1244
2014
Q3
$57K
Buy
2,800
+300
+12%
+$6.78K
﹤0.01%
1338
2014
Q2
$61K
Buy
+2,500
New
+$51.3K
﹤0.01%
1366
Other funds holding WLFC
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
MI
M3F Inc
Salt Lake City, Utah
$404M AUM
17.61%
1-Year Est. Return
TAF
Tredje AP-fonden
Se-111 91 Stockholm, Sweden
$18.3B AUM
27.14%
1-Year Est. Return
BCM
Bridgeway Capital Management
Houston, Texas
$4.97B AUM
44.96%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close