Skip to main content
Equibles
WLFC logo

WLFC · Willis Lease Finance Corp

Track WLFC — free Ask ALVIS about WLFC
$69.40 -1.00 (-1.42%)
Market Cap
$495.88M
Shares
7.04M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 131
Total Value: $1,602,501,065
Total Shares: 3,254,049
Showing 1–100 of 131 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 124 13F filers
Top Holder
21.6%
Jun 2023 → Mar 2026 · range 17.1% – 28.1%
of institutional value
Top 5
56.9%
Jun 2023 → Mar 2026 · range 53.3% – 73.5%
of institutional value
Top 10
69.9%
Jun 2023 → Mar 2026 · range 69.3% – 88.4%
of institutional value
HHI
926
Jun 2023 → Mar 2026 · range 798 – 1,533
Broadly held
Showing 100 of 131
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small M3F, Inc. $345,924,530 21.59% 677,248
Mega DIMENSIONAL FUND ADVISORS LP $271,174,473 16.92% 530,903
Mega BlackRock, Inc. $109,532,614 6.84% 214,442
Large RENAISSANCE TECHNOLOGIES LLC $101,042,440 6.31% 197,820
Mega TWO SIGMA INVESTMENTS, LP $84,948,282 5.30% 166,311
Mid RBF Capital, LLC $55,016,592 3.43% 107,711
Small Four Tree Island Advisory LLC $53,846,906 3.36% 105,421
Mega GEODE CAPITAL MANAGEMENT, LLC $38,978,109 2.43% 76,311
Mega STATE STREET CORP $34,014,352 2.12% 66,593
Mega BANK OF AMERICA CORP /DE/ Bank $27,330,799 1.71% 53,508
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $25,168,158 1.57% 49,274
Mega MORGAN STANLEY $24,639,497 1.54% 48,239
Small Pekin Hardy Strauss, Inc. $22,973,849 1.43% 44,978
Small DENALI ADVISORS LLC $20,917,450 1.31% 40,952
Small Buckley Capital Advisors, LLC $20,040,952 1.25% 39,236
Large Allspring Global Investments Holdings, LLC $19,633,350 1.23% 38,438
Mega VANGUARD CAPITAL MANAGEMENT LLC $19,090,743 1.19% 112,127
Mega UBS Group AG $18,937,156 1.18% 37,075
Mega FIRST TRUST ADVISORS LP $18,505,037 1.15% 36,229
Mega Bank of New York Mellon Corp Bank $17,446,190 1.09% 34,156
Mega NORTHERN TRUST CORP Bank $16,423,098 1.02% 32,153
Large LSV ASSET MANAGEMENT $16,312,771 1.02% 31,937
Mega BNP PARIBAS ARBITRAGE, SA $15,571,119 0.97% 30,485
Large Empowered Funds, LLC $14,175,668 0.88% 27,753
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $12,749,061 0.80% 24,960
Small Palisades Investment Partners, LLC $11,410,307 0.71% 22,339
Mega MILLENNIUM MANAGEMENT LLC $11,325,007 0.71% 22,172
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $10,320,303 0.64% 20,205
Small CORSAIR CAPITAL MANAGEMENT, L.P. $9,195,056 0.57% 18,002
Large Connor, Clark & Lunn Investment Management Ltd. $9,058,677 0.57% 17,735
Large US BANCORP \DE\ Bank $8,903,911 0.56% 17,432
Mega GOLDMAN SACHS GROUP INC $7,349,608 0.46% 14,389
Mid Knights of Columbus Asset Advisors LLC $7,199,439 0.45% 14,095
Small Latash Investments, LLC $6,895,525 0.43% 13,500
Large Qube Research & Technologies Ltd $6,293,827 0.39% 12,322
Mid WEDBUSH SECURITIES INC Broker-Dealer $5,736,247 0.36% 8,357
Mid Jump Financial, LLC $5,551,153 0.35% 10,868
Small MALTESE CAPITAL MANAGEMENT LLC $5,150,191 0.32% 10,083
Mega RAYMOND JAMES FINANCIAL INC $4,728,797 0.30% 9,258
Mega FRANKLIN RESOURCES INC $4,569,434 0.29% 8,946
Small Waterloo Capital, L.P. $3,876,307 0.24% 7,589
Mega RHUMBLINE ADVISERS $3,476,366 0.22% 6,806
Mega AMERIPRISE FINANCIAL INC $3,412,519 0.21% 6,681
Mega VANGUARD FIDUCIARY TRUST CO Bank $3,349,354 0.21% 19,672
Mega CITADEL ADVISORS LLC $3,172,452 0.20% 6,211
Mega Swiss National Bank Bank $3,064,678 0.19% 6,000
Mid BOOTHBAY FUND MANAGEMENT, LLC $2,935,450 0.18% 5,747
Mega JANE STREET GROUP, LLC $2,919,616 0.18% 5,716
Mega Invesco Ltd. $2,818,992 0.18% 5,519
Mega AMERICAN CENTURY COMPANIES INC $2,698,959 0.17% 5,284
Mega JENNISON ASSOCIATES LLC $2,573,818 0.16% 5,039
Mid PDT Partners, LLC $2,553,898 0.16% 5,000
Large ExodusPoint Capital Management, LP $2,365,081 0.15% 13,891
Mega BANK OF MONTREAL /CAN/ Bank $2,225,467 0.14% 4,357
Small Harbor Advisors LLC $2,059,200 0.13% 3,000
Mega Nuveen, LLC $1,995,616 0.12% 3,907
Mid XTX Topco Ltd $1,934,322 0.12% 3,787
Small Diametric Capital, LP $1,801,520 0.11% 3,527
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,730,520 0.11% 3,388
Large LAZARD ASSET MANAGEMENT LLC $1,665,141 0.10% 3,260
Small VARCOV Co. $1,630,408 0.10% 3,192
Mega WELLS FARGO & COMPANY/MN $1,613,041 0.10% 3,158
Small Carlson Capital, L.P. $1,583,417 0.10% 3,100
Large Creative Planning $1,557,367 0.10% 3,049
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,541,022 0.10% 3,017
Small SHIKIAR ASSET MANAGEMENT INC $1,415,891 0.09% 18,565
Mid Virtu Financial LLC $1,411,795 0.09% 2,764
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $1,379,615 0.09% 2,701
Mega DEUTSCHE BANK AG\ Bank $1,234,554 0.08% 2,417
Mega AQR CAPITAL MANAGEMENT LLC $1,224,847 0.08% 2,398
Mega Legal & General Group Plc $1,216,675 0.08% 2,382
Mega FMR LLC $1,210,036 0.08% 2,369
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,056,803 0.07% 2,069
Mega ALLIANCEBERNSTEIN L.P. $1,021,559 0.06% 2,000
Large Quantinno Capital Management LP $877,519 0.05% 1,718
Large MetLife Investment Management, LLC $819,801 0.05% 1,605
Mega JANUS HENDERSON GROUP PLC $766,169 0.05% 1,500
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $762,594 0.05% 1,493
Mega JPMORGAN CHASE & CO $741,650 0.05% 1,452
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $716,623 0.04% 1,403
Large TRUIST FINANCIAL CORP $692,577 0.04% 1,009
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $674,739 0.04% 1,321
Large Cetera Investment Advisers $660,438 0.04% 1,293
Micro Lakewood Asset Management LLC $647,668 0.04% 1,268
Mega ROYAL BANK OF CANADA Bank $612,935 0.04% 1,200
Mid Brooklyn Investment Group $604,763 0.04% 1,184
Large Russell Investments Group, Ltd. $429,564 0.03% 841
Large KLP KAPITALFORVALTNING AS $357,545 0.02% 700
Mid Aquatic Capital Management LLC $349,884 0.02% 685
Mega VANGUARD ASSET MANAGEMENT, Ltd $309,702 0.02% 1,819
Mega BARCLAYS PLC $266,115 0.02% 521
Mid State of Alaska, Department of Revenue $224,681 0.01% 982
Mega Vanguard Global Advisers, LLC $222,189 0.01% 1,305
Mid Merit Financial Group, LLC $211,867 0.01% 926
Mid Arax Advisory Partners $179,794 0.01% 352
Mega CITIGROUP INC $151,701 0.01% 297
Mid Tower Research Capital LLC (TRC) $139,442 0.01% 273
Mid Smartleaf Asset Management LLC $135,867 0.01% 266
Large OSAIC HOLDINGS, INC. $125,140 0.01% 245
Large Vanguard Investments Australia, Ltd. $124,289 0.01% 730
Key facts CIK 1018164 CUSIP 970646105 13F (30d) 19 filings 19 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)