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Sterling Capital Management’s Willis Lease Finance WLFC Stock Holding History

Sterling Capital Management’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 		$8.01K Sell
105
-153
-59% -$10K ﹤0.01% 2345
2026
Q1 		$14.6K Sell
258
-186
-42% -$11.2K ﹤0.01% 2174
2025
Q4 		$20.1K Sell
444
-93
-17% -$4.01K ﹤0.01% 2224
2025
Q3 		$24.5K Buy
537
+273
+103% +$13.2K ﹤0.01% 2047
2025
Q2 		$12.6K Buy
264
+117
+80% +$5.53K ﹤0.01% 1991
2025
Q1 		$7.74K Sell
147
-129
-47% -$8.2K ﹤0.01% 1963
2024
Q4 		$19.1K Buy
276
+246
+820% +$15.9K ﹤0.01% 1889
2024
Q3 		$1.49K Buy
+30
New +$987 ﹤0.01% 2339

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

Sterling Capital Management's WLFC Position: Q2 2026 in Review

Sterling Capital Management reduced its Willis Lease Finance (WLFC) stake by 59% in Q2 2026, selling an estimated $10K and leaving 105 shares worth $8.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

Sterling Capital Management first reported a position in WLFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.5K in Q3 2025. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Sterling Capital Management held 105 shares of Willis Lease Finance worth $8.01K as of Q2 2026.
  • Sterling Capital Management sold 153 Willis Lease Finance shares in Q2 2026, an estimated $10K.
  • Willis Lease Finance made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2345 holding.
  • Sterling Capital Management first reported a position in Willis Lease Finance in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's Willis Lease Finance position peaked at $24.5K in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.