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
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 $404M AUM 17.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $198M AUM 57.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Russell Investments Group's WLFC Position: Q1 2026 in Review

Russell Investments Group reduced its Willis Lease Finance (WLFC) stake by 1.9% in Q1 2026, selling an estimated $2.88K and leaving 2,523 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #2963.

Russell Investments Group first reported a position in WLFC in Q4 2016 and has held it in 28 quarters since. The position peaked at $648K in Q2 2020. 125 funds tracked by Wall St. Rank hold WLFC as of Q1 2026.

  • Russell Investments Group held 2,523 shares of Willis Lease Finance worth $143K as of Q1 2026.
  • Russell Investments Group sold 48 Willis Lease Finance shares in Q1 2026, an estimated $2.88K.
  • Willis Lease Finance made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #2963 holding.
  • Russell Investments Group first reported a position in Willis Lease Finance in Q4 2016 and has held it in 28 quarters since.
  • Russell Investments Group's Willis Lease Finance position peaked at $648K in Q2 2020.
  • 125 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.