WLFC Institutional Ownership & Shareholders
WILLIS LEASE FINANCE CORP (WLFC) is currently held by 176 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $716.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Dimensional Fund Advisors Lp is currently the largest disclosed institutional shareholder of WLFC tracked by InsiderSet, reporting ownership valued at approximately $125.47M in its June 30, 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 $26.13M, representing an estimated loss of -79.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% 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
176
Total Reported Value
$716.52M
Largest Holder
Dimensional Fund Advisors Lp
Largest Position
$125.47M
Insider Transactions (90d)
25
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
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% | 548,394 | $125,469,705 | $26,130,974 | -$99,338,731 | -79.17% | |
| Blackrock, Inc. | 0.00% | 301,276 | $68,931,950 | $14,355,801 | -$54,576,149 | -79.17% | |
| Renaissance Technologies LLC | Jim Simons | 0.06% | 197,697 | $45,233,074 | $9,420,262 | -$35,812,812 | -79.17% |
| Two Sigma Investments, Lp | 0.03% | 192,346 | $44,008,765 | $9,165,287 | -$34,843,478 | -79.17% | |
| Vanguard Capital Management Llc | 0.00% | 129,520 | $29,634,176 | $6,171,628 | -$23,462,548 | -79.17% | |
| Copeland Capital Management, Llc | 0.66% | 578,191 | $28,857,513 | $27,550,801 | -$1,306,712 | -4.53% | |
| Four Tree Island Advisory Llc | 8.16% | 108,160 | $24,747,008 | $5,153,824 | -$19,593,184 | -79.17% | |
| Rbf Capital, Llc | 1.03% | 107,711 | $24,644,277 | $5,132,429 | -$19,511,848 | -79.17% | |
| Lsv Asset Management | 0.04% | 100,400 | $22,972,000 | $4,784,060 | -$18,187,940 | -79.17% | |
| Geode Capital Management, Llc | 0.00% | 93,937 | $21,497,388 | $4,476,098 | -$17,021,290 | -79.18% | |
| State Street Corp | 0.00% | 77,328 | $17,692,646 | $3,684,679 | -$14,007,967 | -79.17% | |
| Philadelphia Financial Management Of San Francisco, Llc | 4.57% | 72,763 | $16,648,176 | $3,467,157 | -$13,181,019 | -79.17% | |
| Morgan Stanley | 0.00% | 65,643 | $15,019,432 | $3,127,889 | -$11,891,543 | -79.17% | |
| Ubs Group Ag | 0.00% | 65,360 | $14,954,368 | $3,114,404 | -$11,839,964 | -79.17% | |
| Bnp Paribas Financial Markets | 0.01% | 64,443 | $14,744,558 | $3,070,709 | -$11,673,849 | -79.17% | |
| First Trust Advisors Lp | 0.01% | 58,309 | $13,341,099 | $2,778,424 | -$10,562,675 | -79.17% | |
| Bridgeway Capital Management, Llc | 0.20% | 49,274 | $11,273,891 | $2,347,906 | -$8,925,985 | -79.17% | |
| Northern Trust Corp | 0.00% | 47,817 | $10,940,530 | $2,278,480 | -$8,662,050 | -79.17% | |
| Buckley Capital Advisors, Llc | 6.54% | 45,936 | $10,510,157 | $2,188,850 | -$8,321,307 | -79.17% | |
| Bank Of America Corp | 0.00% | 45,556 | $10,423,213 | $2,170,743 | -$8,252,470 | -79.17% | |
| Denali Advisors Llc | 0.89% | 38,450 | $8,797,360 | $1,832,143 | -$6,965,218 | -79.17% | |
| Hrt Financial Lp | 0.02% | 38,151 | $8,728,000 | $1,817,895 | -$6,910,105 | -79.17% | |
| Bank Of New York Mellon Corp | 0.00% | 37,129 | $8,495,116 | $1,769,197 | -$6,725,919 | -79.17% | |
| Citadel Advisors Llc | 0.00% | 37,030 | $8,472,464 | $1,764,480 | -$6,707,985 | -79.17% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 35,412 | $8,102,266 | $1,687,382 | -$6,414,884 | -79.17% | |
| Vanguard Portfolio Management Llc | 0.00% | 29,609 | $6,774,539 | $1,410,869 | -$5,363,670 | -79.17% | |
| Charles Schwab Investment Management Inc | 0.00% | 27,918 | $6,387,638 | $1,330,293 | -$5,057,345 | -79.17% | |
| Empowered Funds, Llc | 0.03% | 27,753 | $6,349,887 | $1,322,430 | -$5,027,457 | -79.17% | |
| Pekin Hardy Strauss, Inc. | 0.55% | 124,554 | $6,216,490 | $5,934,998 | -$281,492 | -4.53% | |
| Vanguard Fiduciary Trust Co | 0.00% | 22,490 | $5,145,712 | $1,071,649 | -$4,074,064 | -79.17% | |
| New York State Common Retirement Fund | 0.01% | 20,705 | $4,737,304 | $986,593 | -$3,750,711 | -79.17% | |
| Jpmorgan Chase & Co | 0.00% | 19,521 | $4,393,396 | $930,176 | -$3,463,220 | -78.83% | |
| Corsair Capital Management, L.P. | 0.54% | 18,768 | $4,294,118 | $894,295 | -$3,399,823 | -79.17% | |
| Us Bancorp \De\ | 0.00% | 18,184 | $4,160,499 | $866,468 | -$3,294,031 | -79.17% | |
| Goldman Sachs Group Inc | 0.00% | 17,416 | $3,984,781 | $829,872 | -$3,154,909 | -79.17% | |
| Palisades Investment Partners, Llc | 1.15% | 79,226 | $3,954,020 | $3,775,119 | -$178,901 | -4.52% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | 16,268 | $3,722,118 | $775,170 | -$2,946,948 | -79.17% | |
| Nuveen, Llc | 0.00% | 16,079 | $3,678,876 | $766,164 | -$2,912,712 | -79.17% | |
| Tudor Investment Corp Et Al | 0.02% | 15,881 | $3,633,573 | $756,730 | -$2,876,843 | -79.17% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.01% | 15,409 | $3,525,579 | $734,239 | -$2,791,340 | -79.17% | |
| Exoduspoint Capital Management, Lp | 0.03% | 14,510 | $3,319,888 | $691,402 | -$2,628,487 | -79.17% | |
| Point72 Asset Management, L.P. | 0.00% | 14,297 | $3,271,154 | $681,252 | -$2,589,902 | -79.17% | |
| Latash Investments, Llc | 2.26% | 13,500 | $3,088,800 | $643,275 | -$2,445,525 | -79.17% | |
| Envestnet Asset Management Inc | 0.00% | 12,318 | $2,818,361 | $586,953 | -$2,231,408 | -79.17% | |
| Linden Advisors Lp | 0.01% | 11,529 | $2,637,835 | $549,357 | -$2,088,478 | -79.17% | |
| First Pacific Advisors, Lp | 0.03% | 11,443 | $2,618,158 | $545,259 | -$2,072,899 | -79.17% | |
| Algert Global Llc | 0.03% | 11,050 | $2,528,240 | $526,533 | -$2,001,708 | -79.17% | |
| Maltese Capital Management Llc | 0.42% | 10,083 | $2,306,990 | $480,455 | -$1,826,535 | -79.17% | |
| Pdt Partners, Llc | 0.10% | 8,500 | $1,944,800 | $405,025 | -$1,539,775 | -79.17% | |
| Rhumbline Advisers | 0.00% | 7,934 | $1,815,290 | $378,055 | -$1,437,235 | -79.17% |
Frequently asked questions about WLFC
Who are the largest institutional holders of WLFC?
The largest institutional holders of WLFC reported in the latest SEC Form 13F filings include Dimensional Fund Advisors Lp, Blackrock, Inc., Renaissance Technologies LLC, Two Sigma Investments, Lp, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported WLFC position.
What is WLFC institutional ownership?
This page tracks WLFC positions reported by institutional investment managers through SEC Form 13F. WILLIS LEASE FINANCE CORP (WLFC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WLFC?
InsiderSet currently tracks 176 institutional managers reporting WLFC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WLFC shareholders.
How much WLFC stock do institutions own?
Institutional investment managers disclosed approximately $716.52M in WLFC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WLFC institutional ownership last updated?
The latest WLFC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WLFC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WLFC position after the reporting date.
Are institutions buying or selling WLFC?
Institutional buying and selling can be analyzed by comparing WLFC positions across consecutive 13F reporting periods. InsiderSet's WLFC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WLFC ownership changes.
How has WLFC institutional ownership changed over time?
InsiderSet tracks WLFC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.