UBS Group
WLFC icon

UBS Group’s Willis Lease Finance WLFC Stock Holding History

UBS Group’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 		$15M Buy
196,080
+84,855
+76% +$5.54M ﹤0.01% 2994
2026
Q1 		$6.31M Sell
111,225
-68,238
-38% -$4.1M ﹤0.01% 3819
2025
Q4 		$8.11M Sell
179,463
-97,119
-35% -$4.19M ﹤0.01% 3520
2025
Q3 		$12.6M Buy
276,582
+36,000
+15% +$1.75M ﹤0.01% 3038
2025
Q2 		$11.5M Buy
240,582
+176,586
+276% +$8.34M ﹤0.01% 2947
2025
Q1 		$3.37M Sell
63,996
-94,680
-60% -$6.02M ﹤0.01% 4205
2024
Q4 		$11M Buy
158,676
+150,618
+1,869% +$9.76M ﹤0.01% 2936
2024
Q3 		$400K Buy
8,058
+1,398
+21% +$46K ﹤0.01% 5386
2024
Q2 		$154K Sell
6,660
-2,382
-26% -$46.1K ﹤0.01% 5851
2024
Q1 		$150K Sell
9,042
-714
-7% -$11.5K ﹤0.01% 6034
2023
Q4 		$159K Buy
9,756
+4,527
+87% +$67.3K ﹤0.01% 5913
2023
Q3 		$73.7K Sell
5,229
-6
-0.1% -$85 ﹤0.01% 6042
2023
Q2 		$68.3K Buy
5,235
+2,376
+83% +$36.8K ﹤0.01% 6286
2023
Q1 		$52.2K Buy
+2,859
New +$55.9K ﹤0.01% 6420
2022
Q4 		– Sell
-4,329
Closed -$47K – 11191
2022
Q3 		$47K Buy
4,329
+3,702
+590% +$46.3K ﹤0.01% 6416
2022
Q2 		$8K Sell
627
-4,098
-87% -$46.6K ﹤0.01% 8361
2022
Q1 		$50K Sell
4,725
-618
-12% -$7.15K ﹤0.01% 6506
2021
Q4 		$67K Buy
+5,343
New +$68.1K ﹤0.01% 6668
2021
Q3 		– Sell
-501
Closed -$7K – 10139
2021
Q2 		$7K Sell
501
-4,377
-90% -$63.9K ﹤0.01% 8357
2021
Q1 		$71K Buy
4,878
+456
+10% +$5.29K ﹤0.01% 6224
2020
Q4 		$57K Buy
4,422
+4,056
+1,108% +$37.8K ﹤0.01% 6081
2020
Q3 		$2K Sell
366
-4,932
-93% -$35.7K ﹤0.01% 7697
2020
Q2 		$43K Sell
5,298
-2,019
-28% -$14.4K ﹤0.01% 5994
2020
Q1 		$65K Sell
7,317
-3,528
-33% -$58.4K ﹤0.01% 5616
2019
Q4 		$213K Buy
10,845
+3,102
+40% +$60.4K ﹤0.01% 5562
2019
Q3 		$143K Buy
7,743
+3,318
+75% +$66.9K ﹤0.01% 5523
2019
Q2 		$86K Buy
4,425
+2,967
+203% +$50.1K ﹤0.01% 5484
2019
Q1 		$21K Sell
1,458
-1,749
-55% -$23.2K ﹤0.01% 6286
2018
Q4 		$37K Buy
3,207
+843
+36% +$9.99K ﹤0.01% 6334
2018
Q3 		$27K Buy
2,364
+1,173
+98% +$13K ﹤0.01% 6616
2018
Q2 		$13K Buy
+1,191
New +$13K ﹤0.01% 7001
2018
Q1 		– Sell
-546
Closed -$5K – 8209
2017
Q4 		$5K Sell
546
-3,480
-86% -$29K ﹤0.01% 7400
2017
Q3 		$33K Buy
4,026
+183
+5% +$1.51K ﹤0.01% 6097
2017
Q2 		$34K Sell
3,843
-3,252
-46% -$26.9K ﹤0.01% 5934
2017
Q1 		$53K Buy
7,095
+2,013
+40% +$17K ﹤0.01% 5484
2016
Q4 		$43K Buy
5,082
+189
+4% +$1.63K ﹤0.01% 5943
2016
Q3 		$39K Buy
4,893
+2,238
+84% +$18.6K ﹤0.01% 5714
2016
Q2 		$20K Sell
2,655
-56,343
-95% -$448K ﹤0.01% 6317
2016
Q1 		$425K Buy
58,998
+55,344
+1,515% +$362K ﹤0.01% 3898
2015
Q4 		$24K Sell
3,654
-7,524
-67% -$42.2K ﹤0.01% 6568
2015
Q3 		$61K Sell
11,178
-849
-7% -$4.75K ﹤0.01% 5655
2015
Q2 		$74K Sell
12,027
-180
-1% -$1.11K ﹤0.01% 5653
2015
Q1 		$75K Buy
12,207
+1,164
+11% +$8.01K ﹤0.01% 5664
2014
Q4 		$81K Buy
+11,043
New +$78.6K ﹤0.01% 5927

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

UBS Group's WLFC Position: Q2 2026 in Review

UBS Group increased its Willis Lease Finance (WLFC) stake by 76% in Q2 2026, buying an estimated $5.54M and bringing the position to 196,080 shares worth $15M. The position accounts for ﹤0.01% of the portfolio, ranked #2994.

UBS Group first reported a position in WLFC in Q4 2014 and has held it in 44 quarters since. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • UBS Group held 196,080 shares of Willis Lease Finance worth $15M as of Q2 2026.
  • UBS Group bought 84,855 Willis Lease Finance shares in Q2 2026, an estimated $5.54M.
  • Willis Lease Finance made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2994 holding.
  • UBS Group first reported a position in Willis Lease Finance in Q4 2014 and has held it in 44 quarters since.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.