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Position history for FIRST TRUST ADVISORS LPFIRST TRUST ADVISORS LP's holdings in WILLIS LEASE FIN CORP

Yes. First Trust holds 58,309 shares of WLFC (Willis Lease Fin), worth $13.3M, as of its Q2 2026 13F filing. It increased the position by 22,080 shares (+61.0%) from Q1 2026. First Trust has held WLFC since Q3 2024, across 8 quarterly 13F filings.

Current Value

$13.3M

Current Shares

58,309

Total Value Change

+$11.9M

Total Shares Change

+48,380

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
58,309
+61.0%
$13.3M0.0%$228.26
40
2026-Q1
Increased
36,229
+93.3%
$6.2M0.0%$169.76
43
2025-Q4
Decreased
18,745
-15.1%
$2.5M0.0%$135.15
0
2025-Q3
Decreased
22,076
-45.2%
$3M0.0%$136.46
0
2025-Q2
Increased
40,289
+357.4%
$5.8M0.0%$142.04
44
2025-Q1
Decreased
8,809
-1.7%
$1.4M0.0%$157.06
0
2024-Q4
Decreased
8,962
-9.7%
$1.9M0.0%$206.27
0
2024-Q3
New
9,929
-
$1.5M0.0%$147.83
35

Other major holders of WLFC: DIMENSIONAL FUND ADVISORS LP

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