Institutional Ownership Willis Lease Finance Corp (WLFC)
This table provides information about the institutional ownership of Willis Lease Finance Corp (WLFC). We have compiled data on the 133 institutions that hold shares in the stock, with a total of 3.32 Million shares, which have been reported (via 13F filing form) to have a value of $434 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M3 F, Inc.
Salt Lake City, UT |
Nov 12, 2025 Q3 2025 |
606,026
shares
|
$79.1 Million
23.54% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
540,690
shares
|
$70.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
233,397
shares
|
$30.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
184,008
shares
|
$24 Million
0.0% of portfolio
|
Q2 2024
Added 8.66%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
142,640
shares
|
$18.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
113,488
shares
|
$14.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
110,400
shares
|
$14.4 Million
0.03% of portfolio
|
Q3 2025
Added 204.13%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
107,711
shares
|
$14.1 Million
0.68% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
101,386
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Four Tree Island Advisory LLC
Portsmouth, NH |
Nov 06, 2025 Q3 2025 |
98,466
shares
|
$12.8 Million
8.56% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
92,194
shares
|
$12 Million
0.0% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
72,505
shares
|
$9.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
66,008
shares
|
$8.61 Million
0.0% of portfolio
|
Q3 2025
Added 1498.26%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
65,006
shares
|
$8.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
49,274
shares
|
$6.43 Million
0.15% of portfolio
|
Q3 2025
Reduced 20.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
44,270
shares
|
$5.78 Million
0.0% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
40,977
shares
|
$5.35 Million
0.61% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Phase 2 Partners, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
37,455
shares
|
$4.89 Million
6.7% of portfolio
|
Q4 2024
Reduced 28.56%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
37,245
shares
|
$4.86 Million
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
33,282
shares
|
$4.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,500
shares
|
$3.72 Million
0.03% of portfolio
|
Q3 2025
Reduced 21.92%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
27,681
shares
|
$3.61 Million
0.04% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Apis Capital Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,400
shares
|
$3.31 Million
1.08% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
25,037
shares
|
$3.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
23,187
shares
|
$3.03 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|