SEI Investments
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SEI Investments’s Willis Lease Finance WLFC Stock Holding History

SEI Investments’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 		$890K Buy
+11,652
New +$761K ﹤0.01% 2362
2015
Q3 		– Sell
-249
Closed -$2K – 2595
2015
Q2 		$2K Sell
249
-72
-22% -$445 ﹤0.01% 2115
2015
Q1 		$0 Buy
321
+39
+14% +$268 ﹤0.01% 2370
2014
Q4 		$1K Buy
+282
New +$2.01K ﹤0.01% 2158

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BlackRock
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Renaissance Technologies
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Two Sigma Investments
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FTIA
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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

SEI Investments's WLFC Position: Q2 2026 in Review

SEI Investments opened a new position in Willis Lease Finance (WLFC) in Q2 2026: 11,652 shares worth $890K. The stake represents ﹤0.01% of the portfolio and ranks #2362 among its holdings. This is a return to the name: SEI Investments previously reported a position in WLFC as recently as Q2 2015.

SEI Investments first reported a position in WLFC in Q4 2014 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • SEI Investments held 11,652 shares of Willis Lease Finance worth $890K as of Q2 2026.
  • Willis Lease Finance was a new SEI Investments position in Q2 2026.
  • Willis Lease Finance made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2362 holding.
  • SEI Investments first reported a position in Willis Lease Finance in Q4 2014 and has held it in 4 quarters since.
  • 175 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.