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 $742.30M 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 $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 $32.04M, representing an estimated loss of -74.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
174
Total Reported Value
$742.30M
Largest Holder
Dimensional Fund Advisors Lp
Largest Position
$125.47M
Insider Transactions (90d)
13
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
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 | $32,042,661 | -$93,427,044 | -74.46% | |
| Blackrock, Inc. | 0.00% | 301,276 | $68,931,950 | $17,603,557 | -$51,328,393 | -74.46% | |
| Renaissance Technologies LLC | Jim Simons | 0.06% | 197,697 | $45,233,074 | $11,551,436 | -$33,681,638 | -74.46% |
| Two Sigma Investments, Lp | 0.03% | 192,346 | $44,008,765 | $11,238,777 | -$32,769,988 | -74.46% | |
| Vanguard Capital Management Llc | 0.00% | 129,520 | $29,634,176 | $7,567,854 | -$22,066,322 | -74.46% | |
| Four Tree Island Advisory Llc | 8.16% | 108,160 | $24,747,008 | $6,319,789 | -$18,427,219 | -74.46% | |
| Rbf Capital, Llc | 1.03% | 107,711 | $24,644,277 | $6,293,554 | -$18,350,723 | -74.46% | |
| Geode Capital Management, Llc | 0.00% | 93,937 | $21,497,388 | $5,488,739 | -$16,008,649 | -74.47% | |
| Copeland Capital Management, Llc | 0.43% | 91,232 | $20,873,881 | $5,330,686 | -$15,543,195 | -74.46% | |
| State Street Corp | 0.00% | 77,328 | $17,692,646 | $4,518,275 | -$13,174,371 | -74.46% | |
| Philadelphia Financial Management Of San Francisco, Llc | 4.57% | 72,763 | $16,648,176 | $4,251,542 | -$12,396,634 | -74.46% | |
| Morgan Stanley | 0.00% | 65,643 | $15,019,432 | $3,835,520 | -$11,183,912 | -74.46% | |
| Ubs Group Ag | 0.00% | 65,360 | $14,954,368 | $3,818,985 | -$11,135,383 | -74.46% | |
| Bnp Paribas Financial Markets | 0.01% | 64,443 | $14,744,558 | $3,765,404 | -$10,979,154 | -74.46% | |
| Palisades Investment Partners, Llc | 4.10% | 63,039 | $14,423,323 | $3,683,369 | -$10,739,954 | -74.46% | |
| First Trust Advisors Lp | 0.01% | 58,309 | $13,341,099 | $3,406,995 | -$9,934,104 | -74.46% | |
| Bridgeway Capital Management, Llc | 0.20% | 49,274 | $11,273,891 | $2,879,080 | -$8,394,811 | -74.46% | |
| Northern Trust Corp | 0.00% | 47,817 | $10,940,530 | $2,793,947 | -$8,146,583 | -74.46% | |
| Buckley Capital Advisors, Llc | 6.54% | 45,936 | $10,510,157 | $2,684,040 | -$7,826,117 | -74.46% | |
| Bank Of America Corp | 0.00% | 45,556 | $10,423,213 | $2,661,837 | -$7,761,376 | -74.46% | |
| Pekin Hardy Strauss, Inc. | 0.85% | 42,225 | $9,661,080 | $2,467,207 | -$7,193,873 | -74.46% | |
| Denali Advisors Llc | 0.89% | 38,450 | $8,797,360 | $2,246,634 | -$6,550,727 | -74.46% | |
| Bank Of New York Mellon Corp | 0.00% | 37,129 | $8,495,116 | $2,169,447 | -$6,325,669 | -74.46% | |
| Citadel Advisors Llc | 0.00% | 37,030 | $8,472,464 | $2,163,663 | -$6,308,801 | -74.46% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 35,412 | $8,102,266 | $2,069,123 | -$6,033,143 | -74.46% | |
| Vanguard Portfolio Management Llc | 0.00% | 29,609 | $6,774,539 | $1,730,054 | -$5,044,485 | -74.46% | |
| Charles Schwab Investment Management Inc | 0.00% | 27,918 | $6,387,638 | $1,631,249 | -$4,756,389 | -74.46% | |
| Sixth Street Partners Management Company, L.P. | 0.00% | 27,918 | $6,387,638 | $1,631,249 | -$4,756,389 | -74.46% | |
| Empowered Funds, Llc | 0.03% | 27,753 | $6,349,887 | $1,621,608 | -$4,728,279 | -74.46% | |
| Vanguard Fiduciary Trust Co | 0.00% | 22,490 | $5,145,712 | $1,314,091 | -$3,831,621 | -74.46% | |
| New York State Common Retirement Fund | 0.01% | 20,705 | $4,737,304 | $1,209,793 | -$3,527,511 | -74.46% | |
| Jpmorgan Chase & Co | 0.00% | 19,521 | $4,393,396 | $1,140,612 | -$3,252,784 | -74.04% | |
| Corsair Capital Management, L.P. | 0.54% | 18,768 | $4,294,118 | $1,096,614 | -$3,197,504 | -74.46% | |
| Us Bancorp \De\ | 0.00% | 18,184 | $4,160,499 | $1,062,491 | -$3,098,008 | -74.46% | |
| Goldman Sachs Group Inc | 0.00% | 17,416 | $3,984,781 | $1,017,617 | -$2,967,164 | -74.46% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | 16,268 | $3,722,118 | $950,539 | -$2,771,579 | -74.46% | |
| Nuveen, Llc | 0.00% | 16,079 | $3,678,876 | $939,496 | -$2,739,380 | -74.46% | |
| Tudor Investment Corp Et Al | 0.02% | 15,881 | $3,633,573 | $927,927 | -$2,705,646 | -74.46% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.01% | 15,409 | $3,525,579 | $900,348 | -$2,625,231 | -74.46% | |
| Exoduspoint Capital Management, Lp | 0.03% | 14,510 | $3,319,888 | $847,819 | -$2,472,069 | -74.46% | |
| Point72 Asset Management, L.P. | 0.00% | 14,297 | $3,271,154 | $835,374 | -$2,435,780 | -74.46% | |
| Latash Investments, Llc | 2.26% | 13,500 | $3,088,800 | $788,805 | -$2,299,995 | -74.46% | |
| Envestnet Asset Management Inc | 0.00% | 12,318 | $2,818,361 | $719,741 | -$2,098,620 | -74.46% | |
| Linden Advisors Lp | 0.01% | 11,529 | $2,637,835 | $673,639 | -$1,964,196 | -74.46% | |
| First Pacific Advisors, Lp | 0.03% | 11,443 | $2,618,158 | $668,614 | -$1,949,544 | -74.46% | |
| Algert Global Llc | 0.03% | 11,050 | $2,528,240 | $645,652 | -$1,882,589 | -74.46% | |
| Maltese Capital Management Llc | 0.42% | 10,083 | $2,306,990 | $589,150 | -$1,717,840 | -74.46% | |
| Pdt Partners, Llc | 0.10% | 8,500 | $1,944,800 | $496,655 | -$1,448,145 | -74.46% | |
| Rhumbline Advisers | 0.00% | 7,934 | $1,815,290 | $463,584 | -$1,351,706 | -74.46% | |
| Waterloo Capital, L.P. | 0.10% | 7,683 | $1,756,336 | $448,918 | -$1,307,418 | -74.44% |
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.