WLFC · Willis Lease Finance Corp · Shareholders & Ownership

$40.58 +1.47 (+3.75%)

Russell 2000 member Rebalance outlook locked

Market Cap

$867.97M

21.14M

Volume · Oct 22 138.03K Avg daily vol (3M) 220.38K

Every disclosed holder of WLFC in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns WLFC

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	178	12,610,153	59.64%	Yes
Insiders (Forms 3, 4, 5)	10	12,460,010	58.93%	Yes
13D/G-only blocks	1	2,031,744	9.61%	Yes
Remaining	—	5,957,796	-28.18%	Negative
Registered funds (N-PORT, not summed)	169	3,512,756	16.61%	No

Shares outstanding: 21,144,111, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of WLFC

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	WILLIS CHARLES F IV Insider CIK 1033309 · Aug 31, 2026 Director, Executive Chairman, 10% Owner, issuer-wide	8,936,620	42.27%	-400	Aug 31, 2026	Director, Executive Chairman, 10% Owner, issuer-wide
1.1	WILLIS CHARLES F IV 13D CIK 1033309 · Unknown · Apr 1, 2026 not summed	10,078,641	47.67%	-198,387	Apr 1, 2026	not summed
2	Willis Austin Chandler Insider CIK 1453104 · Sep 1, 2026 Director, Chief Executive Officer, 10% Owner, issuer-wide	2,449,817	11.59%	-15,000	Sep 1, 2026	Director, Chief Executive Officer, 10% Owner, issuer-wide
3	M3F, Inc. 13F CIK 1511291 · Unknown · Sep 30, 2026	2,083,661	9.85%	+97,667	Sep 30, 2026
4	M3 Funds, LLC 13G CIK 1426094 · Unknown · Dec 31, 2025 Rule 13d-1(c), passive investor	2,031,744	9.61%	+213,666	Dec 31, 2025	Rule 13d-1(c), passive investor
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,645,182	7.78%	+52,473	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	584,856	2.77%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	210,234	0.99%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	134,469	0.64%	+1,977	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	127,803	0.60%	+1,467	Jul 31, 2026	Dimensional ETF Trust, not summed
5.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	96,144	0.45%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	903,828	4.27%	+260,502	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	297,186	1.41%	+89,049	Jun 30, 2026	iShares Trust, not summed
6.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	70,803	0.33%	+64,566	Jun 30, 2026	iShares Trust, not summed
6.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	38,262	0.18%	+16,998	Jun 30, 2026	iShares Trust, not summed
6.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	36,516	0.17%	-29,271	Jun 30, 2026	iShares Trust, not summed
6.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	21,387	0.10%	+7,044	Jun 30, 2026	Quantitative Master Series LLC, not summed
7	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	593,091	2.81%	-369	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	578,191	2.73%	+304,495	Sep 30, 2026
9	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	577,038	2.73%	+78,105	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Poulakidas Dean Michael Insider CIK 1573998 · May 14, 2025 EVP, GEN. COUNSEL, SECRETARY, issuer-wide	456,321	2.16%	-56,667	May 14, 2025	EVP, GEN. COUNSEL, SECRETARY, issuer-wide
11	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	388,560	1.84%	+52,179	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Four Tree Island Advisory LLC 13F CIK 2048142 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	324,480	1.53%	+8,217	Jun 30, 2026	carried, not yet filed for the newest quarter
13	RBF Capital, LLC 13F CIK 1134621 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	323,133	1.53%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
14	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	301,200	1.42%	+205,389	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	46,200	0.22%	+31,650	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	281,811	1.33%	+52,878	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	271,323	1.28%	+45,300	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	Hole Brian Richard Insider CIK 1669572 · Jan 30, 2026 PRESIDENT, issuer-wide	267,465	1.27%	+663	Jan 30, 2026	PRESIDENT, issuer-wide
18	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	231,984	1.10%	+32,205	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,000	0.01%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
18.2	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	1,068	0.01%	+153	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
18.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	288	0.00%	+87	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
18.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	54	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
19	Philadelphia Financial Management of San Francisco, LLC 13F CIK 1351407 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	218,289	1.03%	+218,289	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Flaherty Scott B. Insider CIK 1676532 · Sep 15, 2026 EVP, CFO, issuer-wide	214,324	1.01%	-30,000	Sep 15, 2026	EVP, CFO, issuer-wide
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	196,929	0.93%	+52,212	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	9	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	196,080	0.93%	+84,855	Jun 30, 2026	carried, not yet filed for the newest quarter
23	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	193,329	0.91%	+101,874	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Palisades Investment Partners, LLC 13F CIK 1427373 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	189,117	0.89%	+122,100	Jun 30, 2026	carried, not yet filed for the newest quarter
25	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	174,927	0.83%	+66,240	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	115,059	0.54%	+12,342	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
25.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	57,188	0.27%	+8,261	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
25.3	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	10,422	0.05%	+840	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
26	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	147,822	0.70%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	64,779	0.31%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
27	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	143,451	0.68%	+46,992	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,353	0.05%	0	Jun 30, 2026	Northern Funds, not summed
27.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,799	0.03%	+1,674	Jun 30, 2026	Northern Funds, not summed
27.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,533	0.02%	-129	Jun 30, 2026	Northern Funds, not summed
27.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	972	0.00%	+48	Jul 31, 2026	FlexShares Trust, not summed
28	Buckley Capital Advisors, LLC 13F CIK 2111611 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	137,808	0.65%	+20,100	Jun 30, 2026	carried, not yet filed for the newest quarter
29	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	136,668	0.65%	-23,856	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Pekin Hardy Strauss, Inc. 13F CIK 1020317 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	126,675	0.60%	-8,259	Jun 30, 2026	carried, not yet filed for the newest quarter
31	DENALI ADVISORS LLC 13F CIK 1142941 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	115,350	0.55%	-7,506	Jun 30, 2026	carried, not yet filed for the newest quarter
32	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	114,453	0.54%	+114,453	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	111,387	0.53%	+8,919	Jun 30, 2026	carried, not yet filed for the newest quarter
34	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	111,090	0.53%	+92,457	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	107,964	0.51%	+4,740	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	106,236	0.50%	-9,078	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	51,285	0.24%	-41,469	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
37	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	88,827	0.42%	+22,704	Jun 30, 2026	carried, not yet filed for the newest quarter
38	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	83,754	0.40%	+8,874	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	44,649	0.21%	-654	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
38.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	27,825	0.13%	+9,123	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	6,678	0.03%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	4,644	0.02%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
39	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	83,259	0.39%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	83,043	0.39%	0	Jun 30, 2026	EA Series Trust, not summed
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	67,470	0.32%	+8,454	Jun 30, 2026	carried, not yet filed for the newest quarter
41	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	62,115	0.29%	+1,500	Jun 30, 2026	carried, not yet filed for the newest quarter
42	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	58,563	0.28%	+54,207	Jun 30, 2026	carried, not yet filed for the newest quarter
43	CORSAIR CAPITAL MANAGEMENT, L.P. 13F CIK 1276470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	56,304	0.27%	+2,298	Jun 30, 2026	carried, not yet filed for the newest quarter
44	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	55,113	0.26%	-255	Jun 30, 2026	WisdomTree Trust, not summed
45	US BANCORP \DE\ 13F CIK 36104 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	54,552	0.26%	+2,256	Jun 30, 2026	carried, not yet filed for the newest quarter
46	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	52,248	0.25%	+9,081	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	4,170	0.02%	+1,953	May 31, 2026	Goldman Sachs ETF Trust, not summed
46.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	660	0.00%	+258	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
47	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	48,804	0.23%	-4,401	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	48,237	0.23%	+36,516	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	23,667	0.11%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
48.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	15,174	0.07%	+5,292	Jul 31, 2026	TIAA-CREF Funds, not summed
48.3	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	219	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
48.4	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	111	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
49	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	47,643	0.23%	+47,643	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Universal- Beteiligungs- und Servicegesellschaft mbH 13F CIK 2057170 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	46,227	0.22%	+46,227	Jun 30, 2026	carried, not yet filed for the newest quarter

25 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 276 holders

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Key facts CIK 1018164 CUSIP 970646105 13F (30d) 16 filings 16 filers Visit website Investor relations