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Willis Lease Finance Corp

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

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.

Q1 2025 vs. Q4 2024

How the institutions holding Willis Lease Finance Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of WLFC: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders1042108+6
Shares2.76M43.2K2.80M+80.0K (+2.9%)
Value$573.6M$8.97M$442.4M−$122.2M (−21.6%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (19)

Institutions that held Willis Lease Finance Corp at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to WLFC in Q1 2025
InstitutionSharesValue% of portfolio
Citadel Advisors LLC18,296$2.89M0.00%
Solidarilty Wealth, LLC7,102$1.12M0.28%
Nuveen, LLC5,783$913.5K0.00%
Ameriprise Financial Inc5,092$804.4K0.00%
Caxton Associates LLP4,801$758.4K0.03%
ExodusPoint Capital Management, LP3,934$621.0K0.01%
Jane Street Group, LLC3,562$562.7K0.00%
Verition Fund Management LLC2,747$433.9K0.00%
Quantbot Technologies LP2,741$433.0K0.01%
EntryPoint Capital, LLC2,303$363.8K0.17%
Two Sigma Advisers, LP2,100$331.7K0.00%
Alps Advisors Inc1,970$311.2K0.00%
Balyasny Asset Management LLC1,454$229.7K0.00%
Federation des caisses Desjardins du Quebec120$19.0K0.00%
Coldstream Capital Management Inc34$5.37K0.00%
Federated Hermes, Inc.12$1.90K0.00%
Quadrant Capital Group LLC12$1.90K0.00%
Quest Partners LLC5$7900.00%
Caitong International Asset Management Co., Ltd1$1580.00%

Sold out (13)

Institutions that held Willis Lease Finance Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of WLFC in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
One Fin Capital Management LP16,455$3.42M
Mercer Global Advisors Inc3,020$626.8K
Envestnet Asset Management Inc2,017$418.6K
Prudential Financial Inc1,665$345.6K
Bleakley Financial Group, LLC1,433$297.4K
Precision Wealth Strategies, LLC1,236$256.5K
Lakewood Asset Management LLC1,093$226.9K
Independent Financial Group, LLC1,056$219.2K
Neuberger Berman Group LLC1,032$214.2K
Truist Financial Corp1,000$207.6K
Earnest Partners LLC1,000$207.6K
Rangeley Capital, LLC1,000$207.6K
SRS Capital Advisors, Inc.389$80.7K

Not filed for Q1 2025 yet (2)

Institutions that held Willis Lease Finance Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WLFC in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Phase 2 Partners, LLC37,455$7.77M
Nuveen Asset Management, LLC5,783$1.20M