WILLIS LEASE FINANCE CORP (WLFC) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $467.84M 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 $37.49M, representing an estimated loss of -58.52% 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
131
Total Reported Value
$467.84M
Largest Holder
Dimensional Fund Advisors Lp
Largest Position
$90.39M
Insider Transactions (90d)
10
Latest Filing Quarter
Q2 2026
New Institutional Positions
156
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dimensional Fund Advisors Lp | 0.02% | 530,903 | $90,385,989 | $37,492,370 | -$52,893,619 | -58.52% | |
| Blackrock, Inc. | 0.00% | 214,442 | $36,510,894 | $15,143,894 | -$21,367,000 | -58.52% | |
| Renaissance Technologies LLC | Jim Simons | 0.05% | 197,820 | $33,680,833 | $13,970,048 | -$19,710,785 | -58.52% |
| Two Sigma Investments, Lp | 0.02% | 166,311 | $28,316,111 | $11,744,883 | -$16,571,228 | -58.52% | |
| Copeland Capital Management, Llc | 0.43% | 91,232 | $20,873,881 | $6,442,804 | -$14,431,077 | -69.13% | |
| Vanguard Capital Management Llc | 0.00% | 112,127 | $19,090,743 | $7,918,409 | -$11,172,334 | -58.52% | |
| Rbf Capital, Llc | 0.96% | 107,711 | $18,338,875 | $7,606,551 | -$10,732,324 | -58.52% | |
| Four Tree Island Advisory Llc | 9.06% | 105,421 | $17,948,979 | $7,444,831 | -$10,504,148 | -58.52% | |
| Palisades Investment Partners, Llc | 4.10% | 63,039 | $14,423,323 | $4,451,814 | -$9,971,509 | -69.13% | |
| Geode Capital Management, Llc | 0.00% | 76,311 | $12,995,890 | $5,389,083 | -$7,606,807 | -58.53% | |
| State Street Corp | 0.00% | 66,593 | $11,338,124 | $4,702,798 | -$6,635,326 | -58.52% | |
| Pekin Hardy Strauss, Inc. | 0.85% | 42,225 | $9,661,080 | $2,981,930 | -$6,679,151 | -69.13% | |
| Bank Of America Corp | 0.00% | 53,508 | $9,110,272 | $3,778,735 | -$5,331,537 | -58.52% | |
| Bridgeway Capital Management, Llc | 0.17% | 49,274 | $8,389,391 | $3,479,730 | -$4,909,661 | -58.52% | |
| Morgan Stanley | 0.00% | 48,239 | $8,213,225 | $3,406,638 | -$4,806,587 | -58.52% | |
| Denali Advisors Llc | 0.77% | 40,952 | $6,972,488 | $2,892,030 | -$4,080,458 | -58.52% | |
| Buckley Capital Advisors, Llc | 5.66% | 39,236 | $6,680,321 | $2,770,846 | -$3,909,475 | -58.52% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 38,438 | $6,544,454 | $2,714,492 | -$3,829,962 | -58.52% | |
| Ubs Group Ag | 0.00% | 37,075 | $6,312,390 | $2,618,237 | -$3,694,154 | -58.52% | |
| First Trust Advisors Lp | 0.00% | 36,229 | $6,168,349 | $2,558,492 | -$3,609,857 | -58.52% | |
| Bank Of New York Mellon Corp | 0.00% | 34,156 | $5,815,401 | $2,412,097 | -$3,403,304 | -58.52% | |
| Northern Trust Corp | 0.00% | 32,153 | $5,474,369 | $2,270,645 | -$3,203,724 | -58.52% | |
| Bnp Paribas Financial Markets | 0.00% | 30,485 | $5,190,376 | $2,152,851 | -$3,037,525 | -58.52% | |
| New York State Common Retirement Fund | 0.01% | 20,705 | $4,737,304 | $1,462,187 | -$3,275,117 | -69.13% | |
| Empowered Funds, Llc | 0.03% | 27,753 | $4,725,226 | $1,959,917 | -$2,765,309 | -58.52% | |
| Charles Schwab Investment Management Inc | 0.00% | 24,960 | $4,249,690 | $1,762,675 | -$2,487,015 | -58.52% | |
| Millennium Management Llc | 0.00% | 22,172 | $3,775,005 | $1,565,787 | -$2,209,218 | -58.52% | |
| Vanguard Portfolio Management Llc | 0.00% | 22,041 | $3,752,701 | $1,556,535 | -$2,196,166 | -58.52% | |
| Vanguard Fiduciary Trust Co | 0.00% | 19,672 | $3,349,355 | $1,389,237 | -$1,960,118 | -58.52% | |
| Corsair Capital Management, L.P. | 0.46% | 18,002 | $3,065,021 | $1,271,301 | -$1,793,720 | -58.52% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | 17,735 | $3,019,561 | $1,252,446 | -$1,767,115 | -58.52% | |
| Us Bancorp \De\ | 0.00% | 17,432 | $2,967,973 | $1,231,048 | -$1,736,925 | -58.52% | |
| Envestnet Asset Management Inc | 0.00% | 12,318 | $2,818,361 | $869,897 | -$1,948,464 | -69.13% | |
| Goldman Sachs Group Inc | 0.00% | 14,389 | $2,449,871 | $1,016,151 | -$1,433,720 | -58.52% | |
| Exoduspoint Capital Management, Lp | 0.02% | 13,891 | $2,365,082 | $980,982 | -$1,384,100 | -58.52% | |
| Latash Investments, Llc | 1.78% | 13,500 | $2,298,510 | $953,370 | -$1,345,140 | -58.52% | |
| Qube Research & Technologies Ltd | 0.00% | 12,322 | $2,097,944 | $870,180 | -$1,227,764 | -58.52% | |
| Jump Financial, Llc | 0.03% | 10,868 | $1,850,386 | $767,498 | -$1,082,888 | -58.52% | |
| Waterloo Capital, L.P. | 0.10% | 7,683 | $1,756,336 | $542,573 | -$1,213,763 | -69.11% | |
| Maltese Capital Management Llc | 0.34% | 10,083 | $1,716,731 | $712,061 | -$1,004,670 | -58.52% | |
| Raymond James Financial Inc | 0.00% | 9,258 | $1,576,267 | $653,800 | -$922,467 | -58.52% | |
| Franklin Resources Inc | 0.00% | 8,946 | $1,523,145 | $631,767 | -$891,378 | -58.52% | |
| Rhumbline Advisers | 0.00% | 6,806 | $1,158,782 | $480,640 | -$678,142 | -58.52% | |
| Ameriprise Financial Inc | 0.00% | 6,681 | $1,137,507 | $471,812 | -$665,695 | -58.52% | |
| Jennison Associates Llc | 0.00% | 4,907 | $1,122,722 | $346,532 | -$776,190 | -69.13% | |
| Citadel Advisors Llc | 0.00% | 6,211 | $1,057,485 | $438,621 | -$618,864 | -58.52% | |
| Swiss National Bank | 0.00% | 6,000 | $1,021,560 | $423,720 | -$597,840 | -58.52% | |
| Boothbay Fund Management, Llc | 0.02% | 5,747 | $978,484 | $405,853 | -$572,631 | -58.52% | |
| Jane Street Group, Llc | 0.00% | 5,716 | $973,206 | $403,664 | -$569,542 | -58.52% | |
| Invesco Ltd. | 0.00% | 5,519 | $939,664 | $389,752 | -$549,912 | -58.52% |
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.