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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
88
shares
|
$14,095
0.0% of portfolio
|
Q2 2025
Added 79.59%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
70
shares
|
$11,212
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
64
shares
|
$10,251
0.0% of portfolio
|
Q2 2025
Reduced 17.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
62
shares
|
$9,931
0.0% of portfolio
|
Q2 2025
Reduced 88.28%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
34
shares
|
$5,446
0.0% of portfolio
|
Q1 2025
Reduced 32.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
16
shares
|
$2,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
14
shares
|
$2,242
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
13
shares
|
$2,082
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$1,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
8
shares
|
$1,281
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6
shares
|
$961
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2
shares
|
$320
0.0% of portfolio
|
Q2 2025
Reduced 86.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
1
shares
|
$160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|