WILLIS LEASE FINANCE CORP (WLFC) Top Institutional Shareholders

WILLIS LEASE FINANCE CORP (WLFC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $439.61M in WLFC holdings during the latest filing period.

Dimensional Fund Advisors Lp is currently the largest disclosed institutional shareholder of WLFC tracked by InsiderSet, reporting ownership valued at approximately $90.39M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $102.73M, representing an estimated gain of +13.66% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed WLFC value among the investors covered in this analysis. Major shareholders include Dimensional Fund Advisors Lp, Blackrock, Inc., Renaissance Technologies LLC, and several other long-term asset managers with concentrated positions in WILLIS LEASE FINANCE CORP (WLFC).

This page ranks the largest institutional WLFC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

123

Total Reported Value

$439.61M

Largest Holder

Dimensional Fund Advisors Lp

Largest Position

$90.39M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

141

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Dimensional Fund Advisors Lp0.02%530,903$90,385,989$102,729,731+$12,343,742+13.66%
Blackrock, Inc.0.00%214,442$36,510,894$41,494,527+$4,983,633+13.65%
Renaissance Technologies LLCJim Simons0.05%197,820$33,680,833$38,278,170+$4,597,337+13.65%
Two Sigma Investments, Lp0.02%166,311$28,316,111$32,181,179+$3,865,068+13.65%
Vanguard Capital Management Llc0.00%112,127$19,090,743$21,696,575+$2,605,832+13.65%
Rbf Capital, Llc0.96%107,711$18,338,875$20,842,079+$2,503,204+13.65%
Four Tree Island Advisory Llc9.06%105,421$17,948,979$20,398,964+$2,449,985+13.65%
Geode Capital Management, Llc0.00%76,311$12,995,890$14,766,179+$1,770,289+13.62%
State Street Corp0.00%66,593$11,338,124$12,885,746+$1,547,622+13.65%
Eversource Wealth Advisors, Llc0.31%111,204$10,212,180$21,517,974+$11,305,794+110.71%
Bank Of America Corp0.00%53,508$9,110,272$10,353,798+$1,243,526+13.65%
Bridgeway Capital Management, Llc0.17%49,274$8,389,391$9,534,519+$1,145,128+13.65%
Morgan Stanley0.00%48,239$8,213,225$9,334,247+$1,121,022+13.65%
Pekin Hardy Strauss, Inc.0.80%44,978$7,657,954$8,703,243+$1,045,289+13.65%
Denali Advisors Llc0.77%40,952$6,972,488$7,924,212+$951,724+13.65%
Buckley Capital Advisors, Llc5.66%39,236$6,680,321$7,592,166+$911,845+13.65%
Allspring Global Investments Holdings, Llc0.01%38,438$6,544,454$7,437,753+$893,299+13.65%
Ubs Group Ag0.00%37,075$6,312,390$7,174,013+$861,623+13.65%
First Trust Advisors Lp0.00%36,229$6,168,349$7,010,312+$841,963+13.65%
Bank Of New York Mellon Corp0.00%34,156$5,815,401$6,609,186+$793,785+13.65%
Northern Trust Corp0.00%32,153$5,474,369$6,221,606+$747,237+13.65%
Bnp Paribas Financial Markets0.00%30,485$5,190,376$5,898,848+$708,472+13.65%
Empowered Funds, Llc0.03%27,753$4,725,226$5,370,206+$644,980+13.65%
Charles Schwab Investment Management Inc0.00%24,960$4,249,690$4,829,760+$580,070+13.65%
Palisades Investment Partners, Llc1.49%22,339$3,803,438$4,322,597+$519,159+13.65%
Millennium Management Llc0.00%22,172$3,775,005$4,290,282+$515,277+13.65%
Vanguard Portfolio Management Llc0.00%22,041$3,752,701$4,264,934+$512,233+13.65%
New York State Common Retirement Fund0.00%20,205$3,440,103$3,909,668+$469,565+13.65%
Vanguard Fiduciary Trust Co0.00%19,672$3,349,355$3,806,532+$457,177+13.65%
Corsair Capital Management, L.P.0.46%18,002$3,065,021$3,483,387+$418,366+13.65%
Connor, Clark & Lunn Investment Management Ltd.0.01%17,735$3,019,561$3,431,723+$412,162+13.65%
Us Bancorp \De\0.00%17,432$2,967,973$3,373,092+$405,119+13.65%
Goldman Sachs Group Inc0.00%14,389$2,449,871$2,784,272+$334,401+13.65%
Knights Of Columbus Asset Advisors Llc0.14%14,095$2,399,815$2,727,383+$327,568+13.65%
Exoduspoint Capital Management, Lp0.02%13,891$2,365,082$2,687,909+$322,827+13.65%
Latash Investments, Llc1.78%13,500$2,298,510$2,612,250+$313,740+13.65%
Qube Research & Technologies Ltd0.00%12,322$2,097,944$2,384,307+$286,363+13.65%
Jump Financial, Llc0.03%10,868$1,850,386$2,102,958+$252,572+13.65%
Maltese Capital Management Llc0.34%10,083$1,716,731$1,951,061+$234,330+13.65%
Raymond James Financial Inc0.00%9,258$1,576,267$1,791,423+$215,156+13.65%
Franklin Resources Inc0.00%8,946$1,523,145$1,731,051+$207,906+13.65%
Waterloo Capital, L.P.0.09%7,589$1,292,188$1,468,472+$176,284+13.64%
Rhumbline Advisers0.00%6,806$1,158,782$1,316,961+$158,179+13.65%
Ameriprise Financial Inc0.00%6,681$1,137,507$1,292,774+$155,267+13.65%
Citadel Advisors Llc0.00%6,211$1,057,485$1,201,829+$144,344+13.65%
Swiss National Bank0.00%6,000$1,021,560$1,161,000+$139,440+13.65%
Boothbay Fund Management, Llc0.02%5,747$978,484$1,112,045+$133,561+13.65%
Jane Street Group, Llc0.00%5,716$973,206$1,106,046+$132,840+13.65%
Invesco Ltd.0.00%5,519$939,664$1,067,927+$128,263+13.65%
American Century Companies Inc0.00%5,284$899,654$1,022,454+$122,800+13.65%

Frequently asked questions about WLFC

  • Who owns the most WLFC stock?

    The largest holders of WLFC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WILLIS LEASE FINANCE CORP (WLFC).

  • Is WLFC widely held by superinvestors?

    Many widely followed stocks like WLFC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WLFC is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.