Willis Lease Finance Corp

WLFC

Exchange: Nasdaq
Industry: Wholesale-Machinery, Equipment & Supplies
SEC CIK: 0001018164

SEC filings (opens in a new tab)

In the last 90 days, Willis Lease Finance Corp insiders filed 1 open-market purchase and 9 sales; 175 institutions reported holding it in 13F filings for Q2 2026, worth $930.7M in total; no superinvestor holds it.

Q4 2024 vs. Q3 2024

How the institutions holding Willis Lease Finance Corp changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of WLFC: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Q4 2024	Change
Holders	82	104	+22
Shares	2.46M	2.76M	+299.5K (+12.2%)
Value	$366.6M	$573.6M	+$207.0M (+56.5%)

New holders (33)

Institutions that held Willis Lease Finance Corp at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to WLFC in Q4 2024
Institution	Shares	Value	% of portfolio
Ophir Asset Management Pty Ltd	168,667	$35.0M	5.21%
Four Tree Island Advisory LLC	78,381	$16.3M	11.24%
One Fin Capital Management LP	16,455	$3.42M	1.48%
Apis Capital Advisors, LLC	9,300	$1.93M	1.29%
Knights of Columbus Asset Advisors LLC	8,764	$1.82M	0.12%
AQR Capital Management LLC	5,961	$1.24M	0.00%
Swiss National Bank	5,800	$1.20M	0.00%
Tudor Investment Corp Et Al	5,789	$1.20M	0.01%
UBS Asset Management Americas Inc	4,321	$896.8K	0.00%
Mercer Global Advisors Inc	3,020	$626.8K	0.00%
XTX Topco Ltd	2,895	$600.9K	0.05%
State of Wisconsin Investment Board	2,617	$543.2K	0.00%
Susquehanna International Group, LLP	2,520	$523.0K	0.00%
Envestnet Asset Management Inc	2,017	$418.6K	0.00%
Janus Henderson Group PLC	1,500	$312.4K	0.00%
Bleakley Financial Group, LLC	1,433	$297.4K	0.01%
Invesco Ltd.	1,311	$272.1K	0.00%
Precision Wealth Strategies, LLC	1,236	$256.5K	0.20%
Intech Investment Management LLC	1,169	$242.6K	0.00%
Lakewood Asset Management LLC	1,093	$226.9K	0.16%
Independent Financial Group, LLC	1,056	$219.2K	0.01%
Manufacturers Life Insurance Company, The	1,042	$216.3K	0.00%
Neuberger Berman Group LLC	1,032	$214.2K	0.00%
Resolute Capital Asset Partners LLC	1,020	$212.0K	0.11%
Truist Financial Corp	1,000	$207.6K	0.00%
Earnest Partners LLC	1,000	$207.6K	0.00%
Rangeley Capital, LLC	1,000	$207.6K	0.20%
Police & Firemen's Retirement System of New Jersey	618	$128.3K	0.00%
KLP Kapitalforvaltning AS	500	$103.8K	0.00%
Fortitude Family Office, LLC	15	$3.11K	0.00%
CoreCap Advisors, LLC	6	$1.25K	0.00%
GAMMA Investing LLC	3	$623	0.00%
SBI Securities Co., Ltd.	1	$208	0.00%

Sold out (11)

Institutions that held Willis Lease Finance Corp at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of WLFC in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Arrowstreet Capital, Limited Partnership	16,206	$2.41M
Marex Group plc	7,035	$1.05M
Millennium Management LLC	4,882	$726.5K
Jane Street Group, LLC	3,571	$531.4K
Occudo Quantitative Strategies LP	2,638	$392.6K
Hillsdale Investment Management Inc.	2,400	$357.1K
Los Angeles Capital Management LLC	2,120	$315.5K
Mariner, LLC	1,769	$263.2K
EntryPoint Capital, LLC	1,447	$215.3K
Two Sigma Advisers, LP	1,400	$208.3K
Capital Performance Advisors LLP	24	$3.57K