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 116 institutions that hold shares in the stock, with a total of 3.28 Million shares, which have been reported (via 13F filing form) to have a value of $526 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M3 F, Inc.
Salt Lake City, UT |
Aug 13, 2025 Q2 2025 |
566,941
shares
|
$90.8 Million
22.84% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
555,934
shares
|
$89 Million
0.02% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
239,456
shares
|
$38.4 Million
0.05% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
186,658
shares
|
$29.9 Million
0.0% of portfolio
|
Q2 2025
Added 22.37%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
184,008
shares
|
$29.5 Million
0.0% of portfolio
|
Q2 2024
Added 8.66%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
127,006
shares
|
$20.3 Million
0.0% of portfolio
|
Q2 2025
Added 132.84%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
107,711
shares
|
$17.3 Million
0.76% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Four Tree Island Advisory LLC
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
93,431
shares
|
$15 Million
9.39% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
92,334
shares
|
$14.8 Million
0.03% of portfolio
|
Q2 2025
Added 1104.78%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
82,607
shares
|
$13.2 Million
0.0% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
80,327
shares
|
$12.9 Million
0.0% of portfolio
|
Q2 2025
Added 455.82%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
80,194
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Added 275.93%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
66,920
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
62,007
shares
|
$9.93 Million
0.22% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
42,745
shares
|
$6.85 Million
0.0% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
40,289
shares
|
$6.45 Million
0.0% of portfolio
|
Q2 2025
Added 357.36%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
39,839
shares
|
$6.38 Million
0.69% of portfolio
|
Q2 2025
Added 22.04%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
38,815
shares
|
$6.22 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Phase 2 Partners, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
37,455
shares
|
$6 Million
6.7% of portfolio
|
Q4 2024
Reduced 28.56%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
37,245
shares
|
$5.97 Million
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
37,164
shares
|
$5.95 Million
0.0% of portfolio
|
Q2 2025
Added 26.86%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
36,500
shares
|
$5.85 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
36,300
shares
|
$5.81 Million
0.01% of portfolio
|
Q2 2025
Added 1628.57%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
27,564
shares
|
$4.42 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
25,335
shares
|
$4.06 Million
0.0% of portfolio
|
Q2 2025
Added 11.53%
|