Yorktown Management & Research Company’s Willis Lease Finance WLFC Stock Holding History

Yorktown Management & Research Company’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	$257K	Buy	+3,375	New	+$220K	0.16%	236

Other funds holding WLFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FTIA

Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PIP

Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Yorktown Management & Research Company's WLFC Position: Q2 2026 in Review

Yorktown Management & Research Company opened a new position in Willis Lease Finance (WLFC) in Q2 2026: 3,375 shares worth $257K. The stake represents 0.16% of the portfolio and ranks #236 among its holdings.

54 funds tracked by Wall St. Rank hold WLFC as of Q2 2026.

Yorktown Management & Research Company held 3,375 shares of Willis Lease Finance worth $257K as of Q2 2026.
Willis Lease Finance was a new Yorktown Management & Research Company position in Q2 2026.
Willis Lease Finance made up 0.16% of Yorktown Management & Research Company's portfolio in Q2 2026, its #236 holding.
54 funds tracked by Wall St. Rank held Willis Lease Finance as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.