SHIM
WLFC icon

Stone House Investment Management’s Willis Lease Finance WLFC Stock Holding History

Stone House Investment 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
Q1 		$2.04K Buy
36
+18
+100% +$1.08K ﹤0.01% 592
2025
Q4 		$814 Sell
18
-90
-83% -$3.88K ﹤0.01% 662
2025
Q3 		$4.93K Buy
+108
New +$5.24K ﹤0.01% 370

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

Stone House Investment Management's WLFC Position: Q1 2026 in Review

Stone House Investment Management increased its Willis Lease Finance (WLFC) stake by 100% in Q1 2026, buying an estimated $1.08K and bringing the position to 36 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Stone House Investment Management first reported a position in WLFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.93K in Q3 2025. 125 funds tracked by Wall St. Rank hold WLFC as of Q1 2026.

  • Stone House Investment Management held 36 shares of Willis Lease Finance worth $2.04K as of Q1 2026.
  • Stone House Investment Management bought 18 Willis Lease Finance shares in Q1 2026, an estimated $1.08K.
  • Willis Lease Finance made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #592 holding.
  • Stone House Investment Management first reported a position in Willis Lease Finance in Q3 2025 and has held it in 3 quarters since.
  • Stone House Investment Management's Willis Lease Finance position peaked at $4.93K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.