Solidarity Wealth’s Willis Lease Finance WLFC Stock Holding History

Solidarity Wealth’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 Q2	–	Sell	-21,306	Closed	-$1.12M	–	94
2025 Q1	$1.12M	Buy	+21,306	New	+$1.35M	0.28%	48

Other funds holding WLFC

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Solidarity Wealth's WLFC Position: Q2 2025 in Review

Solidarity Wealth sold out of Willis Lease Finance (WLFC) in Q2 2025, closing a stake of 21,306 shares — an estimated $1.12M sold.

Solidarity Wealth first reported a position in WLFC in Q1 2025 and held it in 1 quarter. The position peaked at $1.12M in Q1 2025. 111 funds tracked by Wall St. Rank hold WLFC as of Q2 2025.

Solidarity Wealth reported no remaining Willis Lease Finance position as of Q2 2025 after selling out during the quarter.
Solidarity Wealth sold 21,306 Willis Lease Finance shares in Q2 2025, an estimated $1.12M.
Solidarity Wealth first reported a position in Willis Lease Finance in Q1 2025 and held it in 1 quarter.
Solidarity Wealth's Willis Lease Finance position peaked at $1.12M in Q1 2025.
111 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2025.

Based on Solidarity Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.