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WLFC · Willis Lease Finance Corp

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$55.11 +0.20 (+0.36%) At close · Aug 27
Market Cap
$1.16B
Shares
21.14M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding WLFC

171 fund positions
Fund Balance Value % of Fund Open
U.S. SMALL CAP VALUE PORTFOLIO 194,952 $37,849,931 0.20%
iShares Russell 2000 ETF 99,062 $22,665,386 0.03%
U.S. MICRO CAP PORTFOLIO 70,078 $13,605,644 0.18%
VANGUARD TOTAL STOCK MARKET INDEX FUND 75,341 $12,827,559 0.00%
U.S. Targeted Value Portfolio 44,164 $8,574,441 0.05%
Dimensional U.S. Targeted Value ETF 42,112 $8,176,045 0.06%
First Trust Small Cap Growth AlphaDEX Fund 34,239 $6,647,502 0.64%
EA Bridgeway Omni Small-Cap Value ETF 27,681 $6,333,413 0.27%
U.S. SMALL CAP PORTFOLIO 32,048 $6,222,119 0.03%
Allspring Small Company Value Portfolio 30,918 $6,002,730 0.92%
VANGUARD EXTENDED MARKET INDEX FUND 34,408 $5,858,306 0.01%
iShares Russell 2000 Growth ETF 23,601 $5,399,909 0.04%
Fidelity Small Cap Index Fund 27,717 $5,381,256 0.02%
Dimensional U.S. Small Cap ETF 25,567 $4,963,833 0.04%
Omni Small-Cap Value Fund 21,593 $4,940,478 0.37%
Dimensional US Small Cap Value ETF 18,180 $3,529,647 0.05%
First Trust Small Cap Core AlphaDEX Fund 16,309 $3,166,392 0.26%
WisdomTree U.S. SmallCap Dividend Fund 18,456 $3,142,319 0.16%
Dimensional U.S. Core Equity 2 ETF 15,086 $2,928,947 0.01%
iShares Micro-Cap ETF 12,754 $2,918,115 0.19%
Fidelity Extended Market Index Fund 15,930 $2,819,769 0.01%
iShares Russell 2000 Value ETF 12,172 $2,784,954 0.02%
Schwab U.S. Small-Cap ETF 14,883 $2,634,440 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 14,417 $2,551,953 0.01%
Knights of Columbus Small Cap Equity Fund 12,743 $2,474,053 1.28%
U.S. CORE EQUITY 2 PORTFOLIO 11,433 $2,219,717 0.01%
Master Small Cap Index Series 7,129 $1,631,115 0.03%
WisdomTree U.S. SmallCap Fund 7,277 $1,238,982 0.20%
U.S. VECTOR EQUITY PORTFOLIO 6,272 $1,217,709 0.02%
Schwab Small-Cap Index Fund 6,234 $1,210,331 0.02%
U.S. CORE EQUITY 1 PORTFOLIO 5,816 $1,129,176 0.00%
Fidelity Total Market Index Fund 6,036 $1,068,432 0.00%
Dimensional U.S. Marketwide Value ETF 5,496 $1,067,048 0.01%
LSV Small Cap Value Fund 4,850 $941,628 0.14%
EQ/2000 Managed Volatility Portfolio 4,114 $941,283 0.02%
Avantis U.S. Small Cap Equity ETF 5,193 $919,213 0.03%
PGIM Jennison Blend Fund 4,840 $856,728 0.07%
Fidelity Series Total Market Index Fund 4,664 $825,575 0.00%
American Beacon Small Cap Value Fund 4,200 $815,430 0.02%
Fidelity Nasdaq Composite Index Fund 4,549 $805,218 0.00%
iShares Core S&P Total U.S. Stock Market ETF 3,137 $717,746 0.00%
Invesco RAFI US 1500 Small-Mid ETF 3,524 $684,185 0.02%
VANGUARD INDUSTRIALS INDEX FUND 3,650 $646,087 0.01%
Nuveen Small Cap Blend Index Fund 3,294 $639,530 0.02%
U.S. Sustainability Core 1 Portfolio 3,285 $637,783 0.01%
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund 2,725 $623,480 0.06%
First Trust Multi Cap Growth AlphaDEX Fund 3,194 $620,115 0.13%
LVIP State Street Small-Cap Index Fund 2,700 $617,760 0.03%
Small Cap Value Fund 3,451 $587,567 0.10%
Fidelity Small Cap Growth Index Fund 2,355 $538,824 0.03%
Showing 1–50 of 171 positions
Key facts CIK 1018164 CUSIP 970646105 13F (30d) 157 filings 157 filers Visit website Investor relations

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