WILLIS LEASE FINANCE CORP WLFC

US Consumer discretionary Wholesale-Machinery, Equipment & Supplies
$226.52
-0.2%
52w: $114.62 – $238.45

Latest 13F among current holders filed 19 days ago (Jun 16, 2026)

Price — last 12 months

research preview data
114.62176.53238.45
Jun 20, 2025 Jul 2, 2026
Institutional holders
125
+12 QoQ
13F value
$555.7M
+20.7% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
3
Q1 2026

Institutional value by quarter

$124.4M
Q1 2024
$166.2M
Q2 2024
$366.8M
Q3 2024
$573.6M
Q4 2024
$442.4M
Q1 2025
$483.3M
Q2 2025
$455.3M
Q3 2025
$460.4M
Q4 2025
$555.7M
Q1 2026

Number of holders

51
Q1 2024
65
Q2 2024
83
Q3 2024
105
Q4 2024
109
Q1 2025
113
Q2 2025
130
Q3 2025
113
Q4 2025
125
Q1 2026

Who owns WLFC?

Q1 2026 filings
FundTypeSharesValue% of fundChange
M3F, Inc. ★3Fundamental concentrated677.2K$115.3M28.6%Held
DIMENSIONAL FUND ADVISORS LP Quant stat arb530.9K$90.4M0.0%-0.2%
BlackRock, Inc. Index provider214.4K$36.5M0.0%-4.1%
RENAISSANCE TECHNOLOGIES LLC Quant stat arb197.8K$33.7M0.1%-2.4%
TWO SIGMA INVESTMENTS, LP Quant stat arb166.3K$28.3M0.0%+92.2%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical112.1K$19.1M0.0%
RBF Capital, LLC Other107.7K$18.3M0.9%-50.0%
Four Tree Island Advisory LLC ★3Fundamental concentrated105.4K$17.9M9.1%+3.1%
GEODE CAPITAL MANAGEMENT, LLC Index provider76.3K$13.0M0.0%+3.9%
STATE STREET CORP Index provider66.6K$11.3M0.0%+2.8%
BANK OF AMERICA CORP /DE/ Bank broker53.5K$9.1M0.0%+34.5%
BRIDGEWAY CAPITAL MANAGEMENT, LLC Diversified mechanical49.3K$8.4M0.2%Held
MORGAN STANLEY Bank broker48.2K$8.2M0.0%+3.0%
Pekin Hardy Strauss, Inc. Other45.0K$7.7M0.8%+21.1%
DENALI ADVISORS LLC Other41.0K$7.0M0.8%+22.4%
Buckley Capital Advisors, LLC ★3Fundamental concentrated39.2K$6.7M5.7%-54.6%
Allspring Global Investments Holdings, LLC Diversified mechanical38.4K$6.5M0.0%+76.3%
UBS Group AG Bank broker37.1K$6.3M0.0%-38.0%
FIRST TRUST ADVISORS LP Index provider36.2K$6.2M0.0%+93.3%
Bank of New York Mellon Corp Diversified mechanical34.2K$5.8M0.0%+0.2%
NORTHERN TRUST CORP Index provider32.2K$5.5M0.0%+3.9%
LSV ASSET MANAGEMENT Other31.9K$5.4M0.0%+196.3%
BNP PARIBAS FINANCIAL MARKETS Bank broker30.5K$5.2M0.0%-4.1%
Empowered Funds, LLC Diversified mechanical27.8K$4.7M0.0%New
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider25.0K$4.2M0.0%+2.7%
Palisades Investment Partners, LLC ★3Fundamental concentrated22.3K$3.8M1.5%+5.4%
MILLENNIUM MANAGEMENT LLC Multistrat pod22.2K$3.8M0.0%-35.0%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical22.0K$3.8M0.0%
NEW YORK STATE COMMON RETIREMENT FUND Diversified mechanical20.2K$3.4M0.0%+3.1%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical19.7K$3.3M0.0%
CORSAIR CAPITAL MANAGEMENT, L.P. ★2Fundamental diversified18.0K$3.1M0.5%+50.0%
Connor, Clark & Lunn Investment Management Ltd. Diversified mechanical17.7K$3.0M0.0%Held
US BANCORP \DE\ Wealth advisor17.4K$3.0M0.0%0.0%
GOLDMAN SACHS GROUP INC Bank broker14.4K$2.4M0.0%-55.8%
Knights of Columbus Asset Advisors LLC Other14.1K$2.4M0.1%0.0%
ExodusPoint Capital Management, LP Multistrat pod13.9K$2.4M0.0%+22.7%
Latash Investments, LLC ★3Fundamental concentrated13.5K$2.3M1.8%Held
SHIKIAR ASSET MANAGEMENT INC ★2Fundamental diversified12.5K$2.1M0.6%New
Qube Research & Technologies Ltd Quant stat arb12.3K$2.1M0.0%+95.9%
Jump Financial, LLC Market maker10.9K$1.9M0.0%-29.9%
MALTESE CAPITAL MANAGEMENT LLC Other10.1K$1.7M0.3%Held
RAYMOND JAMES FINANCIAL INC Bank broker9.3K$1.6M0.0%+214.3%
FRANKLIN RESOURCES INC Long only active8.9K$1.5M0.0%+384.1%
WEDBUSH SECURITIES INC Diversified mechanical8.7K$1.5M0.0%-2.3%
Waterloo Capital, L.P. Wealth advisor7.6K$1.3M0.1%New
RHUMBLINE ADVISERS Diversified mechanical6.8K$1.2M0.0%-2.9%
AMERIPRISE FINANCIAL INC Bank broker6.7K$1.1M0.0%New
CITADEL ADVISORS LLC Multistrat pod6.2K$1.1M0.0%+156.2%
Swiss National Bank Index provider6.0K$1.0M0.0%Held
BOOTHBAY FUND MANAGEMENT, LLC Diversified mechanical5.7K$978K0.0%-52.3%

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