WLFC · Willis Lease Finance Corp · Holdings
Market Cap
$1.19B
Shares
21.14M
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.
Holders: 175
Total Value: $780,956,549
Total Shares: 4,068,949
Showing 1–100
of 175 holdings by value
· page 1 of 2
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 175 13F filers · Δ vs Mar 31, 2026Top Holder
16.1%
−4.9 pts
Top 5
40.1%
−8.2 pts
Top 10
55.6%
−9.0 pts
HHI
514
Broadly held−217
Quarterly Activity
vs Mar 31, 2026
New
64
Increased
65
Decreased
25
Sold Out
14
Unchanged
21
Holder count:
+50
Institutional value:
+81.6%
Shares held:
+24.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega BlackRock, Inc. | +781,506 | 2,711,484 | |
| Large LSV ASSET MANAGEMENT | +616,167 | 903,600 | |
| Small Palisades Investment Partners, LLC | +366,300 | 567,351 | |
| Mega BNP PARIBAS ARBITRAGE, SA | +305,622 | 579,987 | |
| Mega CITADEL ADVISORS LLC | +277,371 | 333,270 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega MILLENNIUM MANAGEMENT LLC | −139,221 | 60,327 | |
| Small M3F, Inc. | −137,250 | 5,957,982 | |
| Mega BANK OF AMERICA CORP /DE/ | −71,568 | 410,004 | |
| Mega RAYMOND JAMES FINANCIAL INC | −57,825 | 25,497 | |
| Mega BANK OF MONTREAL /CAN/ | −27,927 | 11,286 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid Copeland Capital Management, LLC | 821,088 | $20,873,881 | |
| Small Philadelphia Financial Management of San Francisco, LLC | 654,867 | $16,648,176 | |
| Large TUDOR INVESTMENT CORP ET AL | 142,929 | $3,633,573 | |
| Large Universal- Beteiligungs- und Servicegesellschaft mbH | 138,681 | $3,525,579 | |
| Large Point72 Asset Management, L.P. | 128,673 | $3,271,154 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Knights of Columbus Asset Advisors LLC | 126,855 | $2,399,815 | |
| Mega Qube Research & Technologies Ltd | 110,898 | $2,097,944 | |
| Mid Jump Financial, LLC | 97,812 | $1,850,386 | |
| Mega JANE STREET GROUP, LLC | 51,444 | $973,206 | |
| Small Diametric Capital, LP | 31,743 | $600,507 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega DIMENSIONAL FUND ADVISORS LP | $125,469,705 | 16.07% | 548,394 | Shares | 2026-08-11 | |
| Mega BlackRock, Inc. | $68,931,950 | 8.83% | 301,276 | Shares | 2026-08-07 | |
| Large RENAISSANCE TECHNOLOGIES LLC | $45,233,074 | 5.79% | 197,697 | Shares | 2026-08-13 | |
| Mega TWO SIGMA INVESTMENTS, LP | $44,008,765 | 5.64% | 192,346 | Shares | 2026-08-14 | |
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $29,634,176 | 3.79% | 129,520 | Shares | 2026-08-13 | |
| Small Pekin Hardy Strauss, Inc. | $28,983,252 | 3.71% | 42,225 | Shares | 2026-07-30 | |
| Small Four Tree Island Advisory LLC | $24,747,008 | 3.17% | 108,160 | Shares | 2026-08-07 | |
| Mid RBF Capital, LLC | $24,644,277 | 3.16% | 107,711 | Shares | 2026-08-14 | |
| Mega GEODE CAPITAL MANAGEMENT, LLC | $21,497,388 | 2.75% | 93,937 | Shares | 2026-08-12 | |
| Mid Copeland Capital Management, LLC | $20,873,881 | 2.67% | 91,232 | Shares | 2026-08-04 | |
| Mega STATE STREET CORP | $17,692,646 | 2.27% | 77,328 | Shares | 2026-08-07 | |
| Small Philadelphia Financial Management of San Francisco, LLC | $16,648,176 | 2.13% | 72,763 | Shares | 2026-08-14 | |
| Mega MORGAN STANLEY | $15,019,432 | 1.92% | 65,643 | Shares | 2026-08-13 | |
| Mega UBS Group AG | $14,954,368 | 1.91% | 65,360 | Shares | 2026-08-13 | |
| Mega BNP PARIBAS ARBITRAGE, SA | $14,744,558 | 1.89% | 64,443 | Shares | 2026-08-13 | |
| Small Palisades Investment Partners, LLC | $14,423,323 | 1.85% | 63,039 | Shares | 2026-08-04 | |
| Large NEW YORK STATE COMMON RETIREMENT FUND Pension | $14,211,918 | 1.82% | 20,705 | Shares | 2026-07-29 | |
| Mega FIRST TRUST ADVISORS LP | $13,341,099 | 1.71% | 58,309 | Shares | 2026-08-11 | |
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC | $11,273,891 | 1.44% | 49,274 | Shares | 2026-08-14 | |
| Mega NORTHERN TRUST CORP Bank | $10,940,530 | 1.40% | 47,817 | Shares | 2026-08-13 | |
| Small Buckley Capital Advisors, LLC | $10,510,157 | 1.35% | 45,936 | Shares | 2026-08-11 | |
| Mega BANK OF AMERICA CORP /DE/ Bank | $10,423,213 | 1.33% | 45,556 | Shares | 2026-08-14 | |
| Small DENALI ADVISORS LLC | $8,797,360 | 1.13% | 38,450 | Shares | 2026-08-10 | |
| Mega Bank of New York Mellon Corp Bank | $8,495,116 | 1.09% | 37,129 | Shares | 2026-08-06 | |
| Mega CITADEL ADVISORS LLC | $8,472,464 | 1.08% | 37,030 | Shares | 2026-09-02 | |
| Large Allspring Global Investments Holdings, LLC | $8,102,266 | 1.04% | 35,412 | Shares | 2026-08-13 | |
| Mega VANGUARD PORTFOLIO MANAGEMENT LLC | $6,774,539 | 0.87% | 29,609 | Shares | 2026-08-13 | |
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6,387,638 | 0.82% | 27,918 | Shares | 2026-08-14 | |
| Large Empowered Funds, LLC | $6,349,887 | 0.81% | 27,753 | Shares | 2026-08-17 | |
| Mid WEDBUSH SECURITIES INC Broker-Dealer | $5,736,247 | 0.73% | 8,357 | Shares | 2026-07-28 | |
| Small Waterloo Capital, L.P. | $5,273,613 | 0.68% | 7,683 | Shares | 2026-07-29 | |
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $5,145,712 | 0.66% | 22,490 | Shares | 2026-08-13 | |
| Mega JPMORGAN CHASE & CO | $4,393,396 | 0.56% | 19,521 | Shares | 2026-08-12 | |
| Small CORSAIR CAPITAL MANAGEMENT, L.P. | $4,294,118 | 0.55% | 18,768 | Shares | 2026-08-14 | |
| Large US BANCORP \DE\ Bank | $4,160,499 | 0.53% | 18,184 | Shares | 2026-08-12 | |
| Mega GOLDMAN SACHS GROUP INC | $3,984,781 | 0.51% | 17,416 | Shares | 2026-08-14 | |
| Large Connor, Clark & Lunn Investment Management Ltd. | $3,722,118 | 0.48% | 16,268 | Shares | 2026-08-13 | |
| Mega Nuveen, LLC | $3,678,876 | 0.47% | 16,079 | Shares | 2026-08-11 | |
| Large TUDOR INVESTMENT CORP ET AL | $3,633,573 | 0.47% | 15,881 | Shares | 2026-08-14 | |
| Large Universal- Beteiligungs- und Servicegesellschaft mbH | $3,525,579 | 0.45% | 15,409 | Shares | 2026-08-06 | |
| Large ExodusPoint Capital Management, LP | $3,319,888 | 0.43% | 14,510 | Shares | 2026-08-14 | |
| Large Point72 Asset Management, L.P. | $3,271,154 | 0.42% | 14,297 | Shares | 2026-08-14 | |
| Small Latash Investments, LLC | $3,088,800 | 0.40% | 13,500 | Shares | 2026-08-11 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | $2,818,361 | 0.36% | 12,318 | Shares | 2026-08-03 | |
| Mid Linden Advisors LP | $2,637,835 | 0.34% | 11,529 | Shares | 2026-08-14 | |
| Mid First Pacific Advisors, LP | $2,618,158 | 0.34% | 11,443 | Shares | 2026-08-14 | |
| Mid ALGERT GLOBAL LLC | $2,528,240 | 0.32% | 11,050 | Shares | 2026-08-13 | |
| Mega FRANKLIN RESOURCES INC | $2,316,142 | 0.30% | 10,123 | Shares | 2026-08-13 | |
| Small MALTESE CAPITAL MANAGEMENT LLC | $2,306,990 | 0.30% | 10,083 | Shares | 2026-08-14 | |
| Small Harbor Advisors LLC | $2,059,200 | 0.26% | 3,000 | Shares | 2026-07-28 | |
| Mid PDT Partners, LLC | $1,944,800 | 0.25% | 8,500 | Shares | 2026-08-14 | |
| Mega RHUMBLINE ADVISERS | $1,815,290 | 0.23% | 7,934 | Shares | 2026-08-12 | |
| Mega ROYAL BANK OF CANADA Bank | $1,569,000 | 0.20% | 6,856 | Shares | 2026-08-14 | |
| Mega AMERIPRISE FINANCIAL INC | $1,555,839 | 0.20% | 6,800 | Shares | 2026-08-14 | |
| Mega MILLENNIUM MANAGEMENT LLC | $1,533,646 | 0.20% | 6,703 | Shares | 2026-08-14 | |
| Mega AMERICAN CENTURY COMPANIES INC | $1,480,336 | 0.19% | 6,470 | Shares | 2026-08-12 | |
| Small SHIKIAR ASSET MANAGEMENT INC | $1,415,891 | 0.18% | 18,565 | Shares | 2026-07-21 | |
| Mega Swiss National Bank Bank | $1,327,040 | 0.17% | 5,800 | Shares | 2026-08-11 | |
| Large STIFEL FINANCIAL CORP | $1,324,300 | 0.17% | 5,788 | Shares | 2026-08-12 | |
| Mega Invesco Ltd. | $1,243,757 | 0.16% | 5,436 | Shares | 2026-08-14 | |
| Mid SUSQUEHANNA ADVISORS GROUP, INC. | $1,185,184 | 0.15% | 5,180 | Shares | 2026-08-14 | |
| Mid BOOTHBAY FUND MANAGEMENT, LLC | $1,154,754 | 0.15% | 5,047 | Shares | 2026-08-14 | |
| Mega JENNISON ASSOCIATES LLC | $1,122,722 | 0.14% | 4,907 | Shares | 2026-08-03 | |
| Mega LPL Financial LLC | $1,083,837 | 0.14% | 4,737 | Shares | 2026-08-07 | |
| Mid XTX Topco Ltd | $1,057,742 | 0.14% | 4,623 | Shares | 2026-08-14 | |
| Mid Sculptor Capital LP | $1,053,853 | 0.13% | 4,606 | Shares | 2026-08-14 | |
| Mid Militia Capital Management LLC | $1,006,720 | 0.13% | 4,400 | Shares | 2026-08-12 | |
| Small Carlson Capital, L.P. | $938,080 | 0.12% | 4,100 | Shares | 2026-08-12 | |
| Small Rangeley Capital, LLC | $915,200 | 0.12% | 4,000 | Shares | 2026-08-14 | |
| Large SEI INVESTMENTS CO | $890,376 | 0.11% | 3,884 | Shares | 2026-08-14 | |
| Large Cambridge Investment Research Advisors, Inc. | $874,473 | 0.11% | 1,274 | Shares | 2026-07-30 | |
| Mega DEUTSCHE BANK AG\ Bank | $860,974 | 0.11% | 3,763 | Shares | 2026-08-07 | |
| Mid Weiss Asset Management LP | $842,442 | 0.11% | 3,682 | Shares | 2026-08-14 | |
| Mid ARISTEIA CAPITAL, L.L.C. | $841,526 | 0.11% | 3,678 | Shares | 2026-08-14 | |
| Mega CITIGROUP INC | $800,571 | 0.10% | 3,499 | Shares | 2026-08-03 | |
| Mid Brevan Howard Capital Management LP | $776,547 | 0.10% | 3,394 | Shares | 2026-08-14 | |
| Mega WELLS FARGO & COMPANY/MN | $775,861 | 0.10% | 3,391 | Shares | 2026-08-14 | |
| Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $757,557 | 0.10% | 3,311 | Shares | 2026-08-13 | |
| Large Jain Global LLC | $757,099 | 0.10% | 3,309 | Shares | 2026-08-14 | |
| Mega CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension | $750,922 | 0.10% | 3,282 | Shares | 2026-08-24 | |
| Large LAZARD ASSET MANAGEMENT LLC | $698,526 | 0.09% | 3,053 | Shares | 2026-08-14 | |
| Large TRUIST FINANCIAL CORP | $692,577 | 0.09% | 1,009 | Shares | 2026-07-28 | |
| Mega ALLIANCEBERNSTEIN L.P. | $681,040 | 0.09% | 4,000 | Shares | 2026-08-14 | |
| Mega RAYMOND JAMES FINANCIAL INC | $648,190 | 0.08% | 2,833 | Shares | 2026-08-14 | |
| Mega AQR CAPITAL MANAGEMENT LLC | $640,869 | 0.08% | 2,801 | Shares | 2026-08-14 | |
| Large Creative Planning | $639,038 | 0.08% | 2,793 | Shares | 2026-08-13 | |
| Large Blackstone Inc. | $631,488 | 0.08% | 2,760 | Shares | 2026-08-14 | |
| Mid Quantbot Technologies LP | $622,107 | 0.08% | 2,719 | Shares | 2026-08-12 | |
| Mid Aquatic Capital Management LLC | $570,627 | 0.07% | 2,494 | Shares | 2026-08-14 | |
| Small AXQ CAPITAL, LP | $562,162 | 0.07% | 2,457 | Shares | 2026-08-06 | |
| Mega FMR LLC | $551,786 | 0.07% | 2,412 | Shares | 2026-08-13 | |
| Large LMR Partners LLP | $532,418 | 0.07% | 2,327 | Shares | 2026-08-14 | |
| Mega CANADA PENSION PLAN INVESTMENT BOARD Pension | $526,240 | 0.07% | 2,300 | Shares | 2026-08-14 | |
| Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $526,240 | 0.07% | 2,300 | Shares | 2026-08-14 | |
| Mega Legal & General Group Plc | $517,546 | 0.07% | 2,262 | Shares | 2026-08-14 | |
| Large MetLife Investment Management, LLC | $512,283 | 0.07% | 2,239 | Shares | 2026-08-14 | |
| Large Cetera Investment Advisers | $507,941 | 0.07% | 2,220 | Shares | 2026-08-12 | |
| Mega Russell Investments Group, Ltd. | $505,418 | 0.06% | 2,209 | Shares | 2026-08-06 | |
| Small Lakewood Asset Management LLC | $486,658 | 0.06% | 2,127 | Shares | 2026-08-06 | |
| Large Quantinno Capital Management LP | $473,158 | 0.06% | 2,068 | Shares | 2026-08-13 |
Key facts
CIK
1018164
CUSIP
970646105
13F (30d)
63 filings
63 filers
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