Who owns Willis Lease Finance (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-Q2 13F filings (latest filed 2026-09-22). 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 2026-Q1 and 2026-Q2: 85 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, DIMENSIONAL FUND ADVISORS LP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 163 tracked filers holding WLFC, 121 increased or opened the position and 45 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 26
- Copeland Capital Management, LLC$21M
- Philadelphia Financial Management of San Francisco, LLC$17M
- TUDOR INVESTMENT CORP ET AL$4M
- Universal- Beteiligungs- und Servicegesellschaft mbH$4M
- Point72 Asset Management, L.P.$3M
- ENVESTNET ASSET MANAGEMENT INC$3M
Full exits 10
- M3F, Inc.$115M
- LSV ASSET MANAGEMENT$5M
- Knights of Columbus Asset Advisors LLC$2M
- SHIKIAR ASSET MANAGEMENT INC$2M
- Qube Research & Technologies Ltd$2M
- Jump Financial, LLC$2M
Largest adds
- DIMENSIONAL FUND ADVISORS LP$35M
- BlackRock, Inc.$32M
- TWO SIGMA INVESTMENTS, LP$16M
- RENAISSANCE TECHNOLOGIES LLC$12M
- Palisades Investment Partners, LLC$11M
- VANGUARD CAPITAL MANAGEMENT LLC$11M
Largest trims
- EverSource Wealth Advisors, LLC$10M
- MILLENNIUM MANAGEMENT LLC$2M
- RAYMOND JAMES FINANCIAL INC$928K
- BANK OF MONTREAL /CAN/$455K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP added | 548,394 | $125M | 17.2% | 2026-Q2 |
| BlackRock, Inc. added | 301,276 | $69M | 9.4% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 197,697 | $45M | 6.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 192,346 | $44M | 6.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 129,520 | $30M | 4.1% | 2026-Q2 |
| Four Tree Island Advisory LLC added | 108,160 | $25M | 3.4% | 2026-Q2 |
| RBF Capital, LLC | 107,711 | $25M | 3.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 93,937 | $21M | 2.9% | 2026-Q2 |
| Copeland Capital Management, LLC new | 91,232 | $21M | 2.9% | 2026-Q2 |
| STATE STREET CORP added | 77,328 | $18M | 2.4% | 2026-Q2 |
| Philadelphia Financial Management of San Francisco, LLC new | 72,763 | $17M | 2.3% | 2026-Q2 |
| MORGAN STANLEY added | 65,643 | $15M | 2.1% | 2026-Q2 |
| UBS Group AG added | 65,360 | $15M | 2.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 64,443 | $15M | 2.0% | 2026-Q2 |
| Palisades Investment Partners, LLC added | 63,039 | $14M | 2.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 58,309 | $13M | 1.8% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 49,274 | $11M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 47,817 | $11M | 1.5% | 2026-Q2 |
| Buckley Capital Advisors, LLC added | 45,936 | $11M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 45,556 | $10M | 1.4% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. trimmed | 42,225 | $10M | 1.3% | 2026-Q2 |
| DENALI ADVISORS LLC trimmed | 38,450 | $9M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 37,129 | $8M | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 37,030 | $8M | 1.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 35,412 | $8M | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 29,609 | $7M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 27,918 | $6M | 0.9% | 2026-Q2 |
| Empowered Funds, LLC | 27,753 | $6M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 22,490 | $5M | 0.7% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 20,705 | $5M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 19,521 | $4M | 0.6% | 2026-Q2 |
| CORSAIR CAPITAL MANAGEMENT, L.P. added | 18,768 | $4M | 0.6% | 2026-Q2 |
| US BANCORP \DE\ added | 18,184 | $4M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 17,416 | $4M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 16,268 | $4M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 16,079 | $4M | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 15,881 | $4M | 0.5% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 15,409 | $4M | 0.5% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 14,510 | $3M | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 14,297 | $3M | 0.4% | 2026-Q2 |
| Latash Investments, LLC | 13,500 | $3M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,318 | $3M | 0.4% | 2026-Q2 |
| Linden Advisors LP new | 11,529 | $3M | 0.4% | 2026-Q2 |
| First Pacific Advisors, LP new | 11,443 | $3M | 0.4% | 2026-Q2 |
| ALGERT GLOBAL LLC new | 11,050 | $3M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 10,123 | $2M | 0.3% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC | 10,083 | $2M | 0.3% | 2026-Q2 |
| PDT Partners, LLC added | 8,500 | $2M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 7,934 | $2M | 0.2% | 2026-Q2 |
| Waterloo Capital, L.P. added | 7,683 | $2M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 6,856 | $2M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 6,800 | $2M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 6,703 | $2M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 6,470 | $1M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 5,800 | $1M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 5,788 | $1M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 5,436 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA ADVISORS GROUP, INC. new | 5,180 | $1M | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 5,047 | $1M | 0.2% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 4,907 | $1M | 0.2% | 2026-Q2 |
| LPL Financial LLC new | 4,737 | $1M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 4,623 | $1M | 0.1% | 2026-Q2 |
| Sculptor Capital LP new | 4,606 | $1M | 0.1% | 2026-Q2 |
| Militia Capital Management LLC new | 4,400 | $1M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 4,264 | $976K | 0.1% | 2026-Q2 |
| Carlson Capital, L.P. added | 4,100 | $938K | 0.1% | 2026-Q2 |
| Rangeley Capital, LLC added | 4,000 | $915K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 4,000 | $681K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO new | 3,884 | $890K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 3,763 | $861K | 0.1% | 2026-Q2 |
| Weiss Asset Management LP new | 3,682 | $842K | 0.1% | 2026-Q2 |
| ARISTEIA CAPITAL, L.L.C. new | 3,678 | $842K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 3,499 | $801K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 3,394 | $777K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,391 | $776K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 3,311 | $758K | 0.1% | 2026-Q2 |
| Jain Global LLC new | 3,309 | $757K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 3,282 | $751K | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 3,053 | $699K | 0.1% | 2026-Q2 |
| Harbor Advisors LLC added | 3,000 | $686K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,833 | $648K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,801 | $641K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 2,793 | $639K | 0.1% | 2026-Q2 |
| Blackstone Inc. new | 2,760 | $631K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 2,719 | $622K | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 2,494 | $571K | 0.1% | 2026-Q2 |
| AXQ CAPITAL, LP trimmed | 2,457 | $562K | 0.1% | 2026-Q2 |
| FMR LLC added | 2,412 | $552K | 0.1% | 2026-Q2 |
| LMR Partners LLP new | 2,327 | $532K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 2,300 | $526K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 2,300 | $526K | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 2,262 | $518K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 2,239 | $512K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 2,220 | $508K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 2,209 | $505K | 0.1% | 2026-Q2 |
| Lakewood Asset Management LLC added | 2,127 | $487K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 2,068 | $473K | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,983 | $454K | 0.1% | 2026-Q2 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC new | 1,846 | $422K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 1,819 | $416K | 0.1% | 2026-Q2 |
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.