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Waterloo Capital’s Willis Lease Finance WLFC Stock Holding History

Waterloo Capital’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 		$1.76M Buy
23,049
+282
+1% +$18.4K 0.1% 189
2026
Q1 		$1.29M Buy
+22,767
New +$1.37M 0.09% 190

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

Waterloo Capital's WLFC Position: Q2 2026 in Review

Waterloo Capital increased its Willis Lease Finance (WLFC) stake by 1.2% in Q2 2026, buying an estimated $18.4K and bringing the position to 23,049 shares worth $1.76M. The position accounts for 0.1% of the portfolio, ranked #189.

Waterloo Capital first reported a position in WLFC in Q1 2026 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

  • Waterloo Capital held 23,049 shares of Willis Lease Finance worth $1.76M as of Q2 2026.
  • Waterloo Capital bought 282 Willis Lease Finance shares in Q2 2026, an estimated $18.4K.
  • Willis Lease Finance made up 0.1% of Waterloo Capital's portfolio in Q2 2026, its #189 holding.
  • Waterloo Capital first reported a position in Willis Lease Finance in Q1 2026 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.