WLFC β€” Willis Lease Finance Corp.

Ownership history in NAVELLIER & ASSOCIATES INC  Β·  8 quarters on record

AI Ownership Summary

NAVELLIER & ASSOCIATES INC reported Willis Lease Finance Corp. (WLFC) in 8 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.17% in 2024 Q4. The latest visible filing shows WLFC at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WLFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NAVELLIER & ASSOCIATES INC's position in Willis Lease Finance Corp., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WLFC was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NAVELLIER & ASSOCIATES INC held WLFC β€” position size vs. price
% of Fund (quarterly)    WLFC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 4,493 +409 +10.0% 0.06% $616K 2025-11-06 $123.09
2025 Q2 ADDED 4,084 +57 +1.4% 0.07% $583K 2025-08-07 $148.18
2025 Q1 REDUCED 4,027 -2,863 -41.6% 0.09% $629K 2025-05-06 $133.00
2024 Q4 ADDED 6,890 +3,361 +95.2% 0.17% $1.4M 2025-02-03 $187.20
2024 Q3 REDUCED 3,529 -1,622 -31.5% 0.07% $525K 2024-11-12 $202.13
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About NAVELLIER & ASSOCIATES INC and WLFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has NAVELLIER & ASSOCIATES INC reported owning WLFC?

NAVELLIER & ASSOCIATES INC reported WLFC across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported WLFC position in NAVELLIER & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for WLFC was 0.17% in 2024 Q4.

What is the latest reported WLFC position on this page?

The most recent filing on this page is 2025 Q3, when NAVELLIER & ASSOCIATES INC reported 4,493 shares, equal to 0.06% of portfolio, with an estimated market value of $616K.

What does the chart on this WLFC ownership page compare?

The chart compares NAVELLIER & ASSOCIATES INC's quarterly WLFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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