Russell Investments Group
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Russell Investments Group’s Willis Lease Finance WLFC Stock Holding History

Russell Investments Group’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 		$505K Buy
6,627
+4,104
+163% +$268K ﹤0.01% 2780
2026
Q1 		$143K Sell
2,523
-48
-2% -$2.88K ﹤0.01% 2963
2025
Q4 		$116K Sell
2,571
-246
-9% -$10.6K ﹤0.01% 3009
2025
Q3 		$129K Buy
2,817
+930
+49% +$45.1K ﹤0.01% 2956
2025
Q2 		$89.8K Buy
1,887
+6
+0.3% +$283 ﹤0.01% 2850
2025
Q1 		$99K Sell
1,881
-180
-9% -$11.4K ﹤0.01% 2761
2024
Q4 		$143K Buy
2,061
+1,827
+781% +$118K ﹤0.01% 2618
2024
Q3 		$11.6K Sell
234
-93
-28% -$3.06K ﹤0.01% 3050
2024
Q2 		$7.55K Buy
327
+306
+1,457% +$5.92K ﹤0.01% 3141
2024
Q1 		$347 Buy
+21
New +$338 ﹤0.01% 3248
2023
Q2 		– Sell
-32,130
Closed -$587K – 3541
2023
Q1 		$587K Hold
32,130
– – ﹤0.01% 2197
2022
Q4 		$632K Hold
32,130
– – ﹤0.01% 2189
2022
Q3 		$350K Hold
32,130
– – ﹤0.01% 2372
2022
Q2 		$401K Hold
32,130
– – ﹤0.01% 2336
2022
Q1 		$344K Hold
32,130
– – ﹤0.01% 2333
2021
Q4 		$403K Hold
32,130
– – ﹤0.01% 2504
2021
Q3 		$398K Hold
32,130
– – ﹤0.01% 2556
2021
Q2 		$459K Hold
32,130
– – ﹤0.01% 2627
2021
Q1 		$465K Sell
32,130
-1,668
-5% -$19.3K ﹤0.01% 2554
2020
Q4 		$342K Hold
33,798
– – ﹤0.01% 2574
2020
Q3 		$207K Sell
33,798
-46,407
-58% -$336K ﹤0.01% 2767
2020
Q2 		$648K Buy
80,205
+75,537
+1,618% +$538K ﹤0.01% 2280
2020
Q1 		$41K Buy
4,668
+1,668
+56% +$27.6K ﹤0.01% 2889
2019
Q4 		$58K Buy
+3,000
New +$58.4K ﹤0.01% 2977
2018
Q1 		– Sell
-6,306
Closed -$53K – 3010
2017
Q4 		$53K Sell
6,306
-11,526
-65% -$96K ﹤0.01% 2858
2017
Q3 		$146K Sell
17,832
-6,528
-27% -$53.8K ﹤0.01% 2723
2017
Q2 		$217K Sell
24,360
-25,215
-51% -$209K ﹤0.01% 2666
2017
Q1 		$370K Buy
49,575
+18,180
+58% +$153K ﹤0.01% 2537
2016
Q4 		$276K Buy
+31,395
New +$271K ﹤0.01% 2644

Other funds holding WLFC

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
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

Russell Investments Group's WLFC Position: Q2 2026 in Review

Russell Investments Group increased its Willis Lease Finance (WLFC) stake by 163% in Q2 2026, buying an estimated $268K and bringing the position to 6,627 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #2780.

Russell Investments Group first reported a position in WLFC in Q4 2016 and has held it in 29 quarters since. The position peaked at $648K in Q2 2020. 175 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Russell Investments Group held 6,627 shares of Willis Lease Finance worth $505K as of Q2 2026.
  • Russell Investments Group bought 4,104 Willis Lease Finance shares in Q2 2026, an estimated $268K.
  • Willis Lease Finance made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #2780 holding.
  • Russell Investments Group first reported a position in Willis Lease Finance in Q4 2016 and has held it in 29 quarters since.
  • Russell Investments Group's Willis Lease Finance position peaked at $648K in Q2 2020.
  • 175 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.