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.

Q1 2026 vs. Q4 2025

How the institutions holding Willis Lease Finance Corp changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of WLFC: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	113	2	125	+14
Shares	3.28M	154.4K	3.26M	+134.5K (+4.3%)
Value	$445.5M	$20.9M	$555.7M	+$131.2M (+30.9%)

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Willis Lease Finance Corp at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to WLFC in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Capital Management LLC	112,127	$19.1M	0.00%
Empowered Funds, LLC	27,753	$4.73M	0.03%
Vanguard Portfolio Management LLC	22,041	$3.75M	0.00%
Vanguard Fiduciary Trust Co	19,672	$3.35M	0.00%
Shikiar Asset Management Inc	12,470	$2.12M	0.61%
Waterloo Capital, L.P.	7,589	$1.29M	0.09%
Ameriprise Financial Inc	6,681	$1.14M	0.00%
Bank of Montreal	4,357	$741.8K	0.00%
VARCOV Co.	3,192	$543.5K	0.20%
Carlson Capital L P	3,100	$527.8K	0.21%
Virtu Financial LLC	2,764	$471.0K	0.02%
Susquehanna International Group, LLP	2,069	$352.3K	0.00%
Harbor Advisors LLC	2,000	$340.5K	0.05%
Vanguard Asset Management, Ltd	1,819	$309.7K	0.00%
Quantinno Capital Management LP	1,718	$292.5K	0.00%
Vanguard Global Advisers, LLC	1,305	$222.2K	0.00%
Cetera Investment Advisers	1,293	$220.1K	0.00%
Lakewood Asset Management LLC	1,268	$215.9K	0.14%
Skopos Labs, Inc.	1,184	$201.6K	0.01%
Cambridge Investment Research Advisors, Inc.	1,177	$200.0K	0.00%
Vanguard Investments Australia, Ltd.	730	$124.3K	0.00%
Aquatic Capital Management LLC	685	$116.6K	0.00%
Harbour Investments, Inc.	70	$11.9K	0.00%
Northwestern Mutual Wealth Management Co	14	$2.38K	0.00%
Bessemer Group Inc	10	$2.00K	0.00%
Parallel Advisors, LLC	10	$1.70K	0.00%
MAI Capital Management	1	$171	0.00%
GAMMA Investing LLC	1	$170	0.00%

Sold out (14)

Institutions that held Willis Lease Finance Corp at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of WLFC in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Two Sigma Advisers, LP	103,300	$14.0M
Canada Pension Plan Investment Board	19,900	$2.70M
Verition Fund Management LLC	11,821	$1.60M
Point72 Asset Management, L.P.	11,086	$1.50M
D. E. Shaw & Co., Inc.	6,137	$832.4K
HSBC Holdings PLC	2,587	$348.8K
Dynamic Technology Lab Private Ltd	1,800	$244.0K
EntryPoint Capital, LLC	1,784	$242.0K
SG Americas Securities, LLC	951	$129.0K
Quantbot Technologies LP	246	$33.4K
Caitong International Asset Management Co., Ltd	135	$18.3K
Amalgamated Bank	88	$12.0K
Aster Capital Management (DIFC) Ltd	34	$4.61K
Quarry LP	4	$543

Not filed for Q1 2026 yet (2)

Institutions that held Willis Lease Finance Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WLFC in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	154,440	$20.9M
CIBC Private Wealth Group, LLC	2	$271