Who owns Willis Lease Finance Corporation (WLFC)
Which tracked institutional funds hold WLFC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WLFC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-28). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on WLFC is one-sided between 2025-Q4 and 2026-Q1: 47 added or opened and 14 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WLFC’s largest tracked holder by dollar value, M3F, Inc., sizes it at 28.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 28.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WLFC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 125 tracked filers holding WLFC, 72 increased or opened the position and 50 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WLFC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- VANGUARD CAPITAL MANAGEMENT LLC$19M
- VANGUARD PORTFOLIO MANAGEMENT LLC$4M
- VANGUARD FIDUCIARY TRUST CO$3M
- SHIKIAR ASSET MANAGEMENT INC$2M
- Waterloo Capital, L.P.$1M
- AMERIPRISE FINANCIAL INC$1M
Full exits 6
- VANGUARD GROUP INC$21M
- TWO SIGMA ADVISERS, LP$14M
- CANADA PENSION PLAN INVESTMENT BOARD$3M
- Verition Fund Management LLC$2M
- Point72 Asset Management, L.P.$2M
- D. E. Shaw & Co., Inc.$832K
Largest adds
- M3F, Inc.$23M
- DIMENSIONAL FUND ADVISORS LP$18M
- TWO SIGMA INVESTMENTS, LP$17M
- EverSource Wealth Advisors, LLC$10M
- RENAISSANCE TECHNOLOGIES LLC$6M
- BlackRock, Inc.$6M
Largest trims
- Buckley Capital Advisors, LLC$5M
- JANE STREET GROUP, LLC$2M
- GOLDMAN SACHS GROUP INC$2M
- UBS Group AG$2M
- MILLENNIUM MANAGEMENT LLC$852K
- BOOTHBAY FUND MANAGEMENT, LLC$655K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| M3F, Inc. | 677,248 | $115M | 17.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 530,903 | $90M | 14.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 214,442 | $37M | 5.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 197,820 | $34M | 5.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 166,311 | $28M | 4.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 112,127 | $19M | 3.0% | 2026-Q1 |
| RBF Capital, LLC | 107,711 | $18M | 2.8% | 2026-Q1 |
| Four Tree Island Advisory LLC added | 105,421 | $18M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 76,311 | $13M | 2.0% | 2026-Q1 |
| STATE STREET CORP added | 66,593 | $11M | 1.8% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 111,204 | $10M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 53,508 | $9M | 1.4% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 49,274 | $8M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 48,239 | $8M | 1.3% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. added | 44,978 | $8M | 1.2% | 2026-Q1 |
| DENALI ADVISORS LLC added | 40,952 | $7M | 1.1% | 2026-Q1 |
| Buckley Capital Advisors, LLC trimmed | 39,236 | $7M | 1.0% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 38,438 | $7M | 1.0% | 2026-Q1 |
| UBS Group AG trimmed | 37,075 | $6M | 1.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 36,229 | $6M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 34,156 | $6M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 32,153 | $5M | 0.8% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 31,937 | $5M | 0.8% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 30,485 | $5M | 0.8% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 27,753 | $5M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 24,960 | $4M | 0.7% | 2026-Q1 |
| Palisades Investment Partners, LLC added | 22,339 | $4M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 22,172 | $4M | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 22,041 | $4M | 0.6% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 20,205 | $3M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 19,672 | $3M | 0.5% | 2026-Q1 |
| CORSAIR CAPITAL MANAGEMENT, L.P. added | 18,002 | $3M | 0.5% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | 17,735 | $3M | 0.5% | 2026-Q1 |
| US BANCORP \DE\ added | 17,432 | $3M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 14,389 | $2M | 0.4% | 2026-Q1 |
| Knights of Columbus Asset Advisors LLC trimmed | 14,095 | $2M | 0.4% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 13,891 | $2M | 0.4% | 2026-Q1 |
| Latash Investments, LLC | 13,500 | $2M | 0.4% | 2026-Q1 |
| SHIKIAR ASSET MANAGEMENT INC new | 12,470 | $2M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 12,322 | $2M | 0.3% | 2026-Q1 |
| Jump Financial, LLC trimmed | 10,868 | $2M | 0.3% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC | 10,083 | $2M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 9,258 | $2M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 8,946 | $2M | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 8,685 | $1M | 0.2% | 2026-Q1 |
| Waterloo Capital, L.P. new | 7,589 | $1M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 6,806 | $1M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 6,681 | $1M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 6,211 | $1M | 0.2% | 2026-Q1 |
| Swiss National Bank | 6,000 | $1M | 0.2% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 5,747 | $978K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 5,716 | $973K | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 5,519 | $940K | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 5,284 | $900K | 0.1% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 5,039 | $858K | 0.1% | 2026-Q1 |
| PDT Partners, LLC added | 5,000 | $851K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 4,357 | $742K | 0.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 3,907 | $665K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 3,787 | $645K | 0.1% | 2026-Q1 |
| Diametric Capital, LP trimmed | 3,527 | $601K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 3,388 | $577K | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 3,260 | $555K | 0.1% | 2026-Q1 |
| VARCOV Co. new | 3,192 | $543K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,158 | $538K | 0.1% | 2026-Q1 |
| Carlson Capital, L.P. new | 3,100 | $528K | 0.1% | 2026-Q1 |
| Creative Planning added | 3,049 | $519K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 3,017 | $514K | 0.1% | 2026-Q1 |
| Virtu Financial LLC new | 2,764 | $471K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 2,701 | $460K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 2,417 | $412K | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 2,382 | $406K | 0.1% | 2026-Q1 |
| FMR LLC added | 2,369 | $403K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,356 | $401K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 2,069 | $352K | 0.1% | 2026-Q1 |
| Ophir Asset Management Pty Ltd trimmed | 141,418 | $22M | 3.5% | 2025-Q1 stale |
| VANGUARD GROUP INC added | 154,440 | $21M | 3.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 103,300 | $14M | 2.2% | 2025-Q4 stale |
| Capitolis Liquid Global Markets LLC trimmed | 28,500 | $4M | 0.6% | 2025-Q3 stale |
| Apis Capital Advisors, LLC added | 25,400 | $3M | 0.5% | 2025-Q3 stale |
| TUDOR INVESTMENT CORP ET AL added | 19,837 | $3M | 0.5% | 2025-Q1 stale |
| CANADA PENSION PLAN INVESTMENT BOARD | 19,900 | $3M | 0.4% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 12,494 | $2M | 0.3% | 2025-Q3 stale |
| Verition Fund Management LLC added | 11,821 | $2M | 0.2% | 2025-Q4 stale |
| Point72 Asset Management, L.P. trimmed | 11,086 | $2M | 0.2% | 2025-Q4 stale |
| Solidarity Wealth, LLC new | 7,102 | $1M | 0.2% | 2025-Q1 stale |
| Orion Porfolio Solutions, LLC trimmed | 7,579 | $1M | 0.2% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. new | 6,137 | $832K | 0.1% | 2025-Q4 stale |
| BOSUN ASSET MANAGEMENT, LLC trimmed | 5,277 | $753K | 0.1% | 2025-Q2 stale |
| BROWN ADVISORY INC | 5,000 | $714K | 0.1% | 2025-Q2 stale |
| NAVELLIER & ASSOCIATES INC added | 4,493 | $616K | 0.1% | 2025-Q3 stale |
| Ascent Group, LLC new | 4,290 | $588K | 0.1% | 2025-Q3 stale |
| STATE OF WISCONSIN INVESTMENT BOARD added | 3,457 | $546K | 0.1% | 2025-Q1 stale |
| Allianz Asset Management GmbH new | 3,732 | $533K | 0.1% | 2025-Q2 stale |
| Brevan Howard Capital Management LP new | 3,720 | $510K | 0.1% | 2025-Q3 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 3,451 | $493K | 0.1% | 2025-Q2 stale |
| Voleon Capital Management LP new | 3,044 | $435K | 0.1% | 2025-Q2 stale |
| AXQ CAPITAL, LP new | 2,866 | $409K | 0.1% | 2025-Q2 stale |
| Resolute Capital Asset Partners LLC added | 2,320 | $366K | 0.1% | 2025-Q1 stale |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 2,572 | $353K | 0.1% | 2025-Q3 stale |
| HSBC HOLDINGS PLC new | 2,587 | $349K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.