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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
Q2 		$2.75K Hold
36
– – ﹤0.01% 676
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

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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

Stone House Investment Management's WLFC Position: Q2 2026 in Review

Stone House Investment Management held its Willis Lease Finance (WLFC) position steady in Q2 2026 at 36 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Stone House Investment Management first reported a position in WLFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.93K in Q3 2025. 175 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Stone House Investment Management held 36 shares of Willis Lease Finance worth $2.75K as of Q2 2026.
  • Stone House Investment Management left its Willis Lease Finance share count unchanged in Q2 2026.
  • Willis Lease Finance made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #676 holding.
  • Stone House Investment Management first reported a position in Willis Lease Finance in Q3 2025 and has held it in 4 quarters since.
  • Stone House Investment Management's Willis Lease Finance position peaked at $4.93K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.