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Willis Lease Finance Corporation Added to Three Russell 2000 Indexes

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Willis Lease Finance (NASDAQ: WLFC) announced it has been added to three Russell 2000 Indexes, effective June 26, 2026, following the FTSE Russell 2026 U.S. Indexes reconstitution.

WLFC now appears in the Russell 2000 Defensive, Growth-Defensive, and Value-Defensive indexes, which management believes may broaden investor visibility.

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Positive

  • Added to three Russell 2000 defensive-style indexes effective June 26, 2026
  • Management expects broader visibility with investment community from new index inclusions
  • Indexes benchmark approximately $12.2 trillion in assets as of June 30, 2025

Negative

  • None.

News Market Reaction – WLFC

-0.52%
-0.52% Session close to close

In the Jul 8 session, WLFC declined 0.52%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

WLFC’s inclusion in three Russell 2000 defensive-style indexes, within a universe benchmarking $12.2...
Analysis

WLFC’s inclusion in three Russell 2000 defensive-style indexes, within a universe benchmarking $12.2 trillion, enhances index-fund visibility. Investors may weigh this broader ownership channel against earlier convertible note financing and recent net insider selling when assessing impact.

Key Figures

Benchmark AUM: $12.2 trillion
1 metrics
Benchmark AUM $12.2 trillion Assets benchmarked to Russell US Indexes as of June 30, 2025

Historical Context

5 past events · Latest: Jun 25 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jun 25 Aircraft acquisition Positive +2.9% Acquisition of three Airbus A330-300 aircraft to lease to Asian airlines.
Jun 23 Stock split approval Positive +2.8% Shareholders approved a three-for-one forward stock split and proxy items.
May 14 Convertible notes pricing Negative -10.3% Pricing of $200M 2.50% convertible senior notes and related hedging delta offer.
May 13 Convertible notes proposal Negative -10.3% Announcement of proposed convertible senior notes and concurrent borrowed-share offer.
May 05 1Q26 earnings report Positive +17.0% Record Q1 2026 revenue, lease rent, maintenance services and higher adjusted EBITDA.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent news has generally produced intuitive reactions: growth and strategic expansion drew gains, while convertible note offerings triggered double-digit declines.

Key Terms

russell 2000 index, growth-defensive index
2 terms
russell 2000 index financial
"A member of the Russell 2000 Index since 2009, WLFC is now included"
A stock-market benchmark that tracks about 2,000 small-cap U.S. companies, the Russell 2000 gives a snapshot of how smaller publicly traded firms are performing. Investors use it like a thermometer or yardstick for the small-company segment of the market—funds and portfolio managers compare returns to it, and its movements can signal changes in economic risk appetite or growth expectations; it is weighted so larger small companies have a bigger influence on the index.
growth-defensive index financial
"indexes: Russell 2000 Defensive IndexRussell 2000 Growth-Defensive IndexRussell"
An index that tracks a selected group of stocks chosen for both growth potential and defensive characteristics, such as steady earnings, low volatility, or resilience in economic slowdowns. It matters to investors because it provides a single benchmark that aims to capture upside from companies expected to grow while moderating losses during downturns—like choosing a vehicle that balances speed and a strong safety cage.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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COCONUT CREEK, Fla., July 08, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) ("WLFC" or the "Company"), the leading lessor of commercial aircraft engines and a global provider of aviation services, today announced that it has been added to three Russell 2000 Indexes, effective June 26, 2026, as part of the FTSE Russell 2026 U.S. Indexes reconstitution.

A member of the Russell 2000 Index since 2009, WLFC is now included in these additional indexes:

  • Russell 2000 Defensive Index
  • Russell 2000 Growth-Defensive Index
  • Russell 2000 Value-Defensive Index

"We are delighted to be represented in three additional Russell 2000 Indexes, which should broaden WLFC’s visibility with the investment community," said Austin C. Willis, Chief Executive Officer of WLFC. "These indexes are designed to deliver financial stability for investors, and we believe our inclusion validates our long-term strategy to create value for shareholders.”

Russell indexes are widely used by investment managers and institutional investors for index funds and as benchmarks for active investment strategies. As of June 30, 2025, approximately $12.2 trillion in assets are benchmarked to the Russell US Indexes, which belong to FTSE Russell, the global index provider.

Willis Lease Finance Corporation

Willis Lease Finance Corporation leases large and regional spare commercial aircraft engines and aircraft to airlines, aircraft engine manufacturers and maintenance, repair, and overhaul providers worldwide. These leasing activities are integrated with engine and aircraft trading, engine lease pools, and asset management services through Willis Mitsui & Co. Asset Management Limited, as well as various end-of-life solutions for engines and aviation materials provided through Willis Aeronautical Services, Inc. Through Willis Engine Repair Center®, Jet Centre by Willis, and Willis Aviation Services Limited, the Company’s service offerings include Part 145 engine maintenance, aircraft line and base maintenance, aircraft disassembly, parking and storage, airport FBO and ground and cargo handling services.

Except for historical information, the matters discussed in this press release contain forward-looking statements that involve risks and uncertainties. Do not unduly rely on forward-looking statements, which give only expectations about the future and are not guarantees. Forward-looking statements speak only as of the date they are made, and we undertake no obligation to update them to reflect any change in the Company’s expectations or any change in events, conditions, or circumstances on which the forward-looking statement is based, except as required by law.

The Company’s actual results may differ materially from the results discussed in forward-looking statements. Factors that might cause such a difference include, but are not limited to: the effects on the airline industry and the global economy of events such as war, terrorist activity and the COVID-19 pandemic; changes in oil prices, rising inflation and other disruptions to world markets; trends in the airline industry and the Company’s ability to capitalize on those trends, including growth rates of markets and other economic factors; risks associated with owning and leasing jet engines and aircraft; the Company’s ability to successfully negotiate equipment purchases, sales and leases, to collect outstanding amounts due and to control costs and expenses; changes in interest rates and availability of capital, both to the Company and its customers; the Company’s ability to continue to meet changing customer demands; regulatory changes affecting airline operations, aircraft maintenance, accounting standards and taxes; the market value of engines and other assets in the Company’s portfolio; and risks detailed in the Company’s Annual Report on Form 10-K and other continuing and current reports filed with the Securities and Exchange Commission. It is advisable, however, to consult any further disclosures the Company makes on related subjects in such filings. These statements constitute the Company’s cautionary statements under the Private Securities Litigation Reform Act of 1995.

 CONTACT:Lynn Mailliard Kohler
 Director, Global Corporate Communications
 (415) 328-4798
 lkohler@willislease.com



FAQ

What Russell 2000 indexes was Willis Lease Finance (NASDAQ: WLFC) added to in June 2026?

Willis Lease Finance was added to three Russell 2000 defensive-style indexes effective June 26, 2026. According to Willis Lease Finance, WLFC joined the Russell 2000 Defensive, Russell 2000 Growth-Defensive, and Russell 2000 Value-Defensive indexes after the 2026 FTSE Russell U.S. Indexes reconstitution.

When did Willis Lease Finance (WLFC) become part of the new Russell 2000 indexes?

WLFC’s inclusion in three Russell 2000 indexes became effective on June 26, 2026. According to Willis Lease Finance, this timing aligns with the FTSE Russell 2026 U.S. Indexes reconstitution, when index membership is reviewed and updated for many U.S. public companies.

How could Willis Lease Finance’s Russell 2000 index additions affect WLFC shareholders?

The additions could increase WLFC’s visibility among institutional investors and index funds. According to Willis Lease Finance, Russell indexes benchmark about $12.2 trillion in assets, so inclusion may expose the stock to more passive and active strategies tracking these benchmarks.

Was Willis Lease Finance already in the Russell 2000 Index before the 2026 changes?

Yes, WLFC has been a member of the Russell 2000 Index since 2009. According to Willis Lease Finance, the 2026 reconstitution expanded its presence into three additional Russell 2000 defensive-style indexes, rather than initiating its first inclusion in the broader Russell 2000.

What does the Russell 2000 Defensive Index inclusion mean for Willis Lease Finance (WLFC)?

Inclusion places WLFC in an index designed around more defensive characteristics within the Russell 2000 universe. According to Willis Lease Finance, these defensive indexes aim to deliver greater financial stability for investors, aligning with the company’s stated focus on long-term shareholder value.

Why are Russell 2000 indexes important for Willis Lease Finance and its stock WLFC?

Russell 2000 indexes are widely used benchmarks for small-cap U.S. equities and index funds. According to Willis Lease Finance, approximately $12.2 trillion in assets track Russell U.S. Indexes, meaning inclusion can influence investor awareness and potential ownership of WLFC shares.