O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Position in WLFC — Willis Lease Finance Corp

CIK 1423442 Stamford, CT

Position in WLFC

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$716,623

+$23,639 QoQ

Shares Held

1,403

-17.6% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Mar 31, 2026

O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $29,446,160 across 13 Rental & Leasing Services names. WLFC ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc.	23,914	$17,422,783
2	AER	AerCap Holdings N.V.	26,544	$3,641,305
3	R	Ryder System Inc	13,970	$2,859,798
4	PRG	PROG Holdings, Inc.	48,911	$1,403,256
5	GATX	Gatx Corp	5,855	$999,682
6	WLFC	Willis Lease Finance Corp This page	1,403	$716,623
7	CAR	Avis Budget Group, Inc.	4,557	$664,638
8	SUNB	Sunbelt Rentals Holdings, Inc.	8,587	$558,927

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$716,623	1,403	-17.6%	Shares	Sole	2026-05-13
2025-12-31	$692,984	1,703	-22.5%	Shares	Sole	2026-02-11
2025-09-30	$903,560	2,197	-26.1%	Shares	Sole	2025-11-13
2025-06-30	$1,272,597	2,971	-38.3%	Shares	Sole	2025-08-12
2025-03-31	$2,281,404	4,814	-8.9%	Shares	Sole	2025-05-13
2024-12-31	$3,288,835	5,282	+21.5%	Shares	Sole	2025-02-12
2024-09-30	$1,941,076	4,348	+8596.0%	Shares	Sole	2024-11-12
2021-09-30	$5,578	50	0.0%	Shares	Sole	2021-11-10
2021-06-30	$6,429	50	0.0%	Shares	Sole	2021-08-09
2021-03-31	$6,519	50	0.0%	Shares	Sole	2021-05-14
2020-12-31	$4,568	50	-28.6%	Shares	Sole	2021-02-11
2020-09-30	$3,874	70	-32.0%	Shares	Sole	2020-11-12
2020-06-30	$7,502	103	-63.1%	Shares	Sole	2020-08-13
2020-03-31	$22,264	279	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.