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SBI Securities’s Willis Lease Finance WLFC Stock Holding History

SBI Securities’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
Q4 		– Sell
-15
Closed -$685 – 4246
2025
Q3 		$685 Buy
+15
New +$727 ﹤0.01% 2847
2025
Q2 		– Sell
-3
Closed -$158 – 4240
2025
Q1 		$158 Hold
3
– – ﹤0.01% 3300
2024
Q4 		$208 Buy
+3
New +$194 ﹤0.01% 3230

Other funds holding WLFC

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BCA
Buckley Capital Advisors Miami Beach, Florida $161M AUM

SBI Securities's WLFC Position: Q4 2025 in Review

SBI Securities sold out of Willis Lease Finance (WLFC) in Q4 2025, closing a stake of 15 shares — an estimated $685 sold.

SBI Securities first reported a position in WLFC in Q4 2024 and held it in 3 quarters. The position peaked at $685 in Q3 2025. 113 funds tracked by Wall St. Rank hold WLFC as of Q4 2025.

  • SBI Securities reported no remaining Willis Lease Finance position as of Q4 2025 after selling out during the quarter.
  • SBI Securities sold 15 Willis Lease Finance shares in Q4 2025, an estimated $685.
  • SBI Securities first reported a position in Willis Lease Finance in Q4 2024 and held it in 3 quarters.
  • SBI Securities's Willis Lease Finance position peaked at $685 in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Willis Lease Finance as of Q4 2025.

Based on SBI Securities's 13F filing for Q4 2025, filed 3 Feb 2026.