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Willis Lease Finance (WLFC) Institutional Ownership

Willis Lease Finance logo
$137.01 -4.23 (-2.99%)
Closing price 04:00 PM Eastern
Extended Trading
$136.96 -0.04 (-0.03%)
As of 04:34 PM Eastern
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Institutional Ownership Changes (13F Filings) for Willis Lease Finance (NASDAQ:WLFC)

Current
Institutional Ownership
Percentage
93.70%
Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$112.27M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$36.15M
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Skip Chart & View Institutional Buying and Selling Data

WLFC Institutional Buying and Selling by Quarter

Willis Lease Finance Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.337$48K0.0%+742.5%0.005%
8/27/2025Orion Porfolio Solutions LLC3,866$552K0.0%N/A0.057%
8/18/2025Caxton Associates LLP5,625$803K0.0%+17.2%0.083%
8/15/2025Tower Research Capital LLC TRC 416$59K0.0%-14.0%0.006%
8/15/2025Voleon Capital Management LP3,044$435K0.0%N/A0.045%
8/15/2025Orion Porfolio Solutions LLC56,543$8.07M0.1%N/A0.830%
8/15/2025Lazard Asset Management LLC413$58K0.0%-24.2%0.006%
8/15/2025BNP Paribas Financial Markets12,459$1.78M0.0%+5,668.1%0.183%
8/15/2025Boothbay Fund Management LLC4,490$641K0.0%-46.7%0.066%
8/15/2025Bridgeway Capital Management LLC62,007$8.85M0.2%-5.2%0.911%
8/15/2025Bank of America Corp DE42,745$6.10M0.0%+5.7%0.628%
8/14/2025Occudo Quantitative Strategies LP3,451$493K0.1%N/A0.051%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,957$279K0.0%+15.1%0.029%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main765$109K0.0%N/A0.011%
8/14/2025The Manufacturers Life Insurance Company 1,886$269K0.0%+16.7%0.028%
8/14/2025Qube Research & Technologies Ltd12,296$1.76M0.0%N/A0.181%
8/13/2025Jump Financial LLC38,815$5.54M0.1%N/A0.570%
8/13/2025Bosun Asset Management LLC5,277$753K0.2%-9.6%0.077%
8/13/2025Four Tree Island Advisory LLC93,431$13.34M9.5%-3.6%1.372%
8/13/2025First Trust Advisors LP40,289$5.75M0.0%+357.4%0.592%
8/13/2025EverSource Wealth Advisors LLC377$54K0.0%N/A0.006%
8/13/2025Invesco Ltd.3,324$475K0.0%+70.5%0.049%
8/13/2025M3F Inc.566,941$80.95M22.8%+6.1%8.325%
8/13/2025Quantbot Technologies LP10,316$1.47M0.0%+276.4%0.151%
8/13/2025New York State Common Retirement Fund9,905$1.41M0.0%+7.6%0.145%
8/13/2025Corsair Capital Management L.P.6,000$857K0.2%N/A0.088%
8/12/2025Ameritas Investment Partners Inc.365$52K0.0%+22.5%0.005%
8/12/2025American Century Companies Inc.5,199$742K0.0%-28.3%0.076%
8/12/2025Rhumbline Advisers8,415$1.20M0.0%+26.1%0.124%
8/12/2025AXQ Capital LP2,866$409K0.1%N/A0.042%
8/12/2025Legal & General Group Plc2,696$385K0.0%+3.0%0.040%
8/12/2025JPMorgan Chase & Co.27,346$3.90M0.0%+951.4%0.402%
8/11/2025Empowered Funds LLC27,564$3.94M0.0%-11.0%0.405%
8/8/2025Intech Investment Management LLC1,932$276K0.0%+15.0%0.025%
8/8/2025Creative Planning1,559$223K0.0%N/A0.020%
8/8/2025Police & Firemen s Retirement System of New Jersey820$117K0.0%+32.7%0.011%
8/8/2025Geode Capital Management LLC82,607$11.80M0.0%+16.6%1.077%
8/7/2025Connor Clark & Lunn Investment Management Ltd.19,744$2.82M0.0%+1.2%0.257%
8/6/2025Pekin Hardy Strauss Inc.39,839$5.69M0.6%+22.0%0.519%
8/6/2025Savant Capital LLC1,431$204K0.0%N/A0.019%
7/28/2025Allianz Asset Management GmbH3,732$533K0.0%N/A0.049%
7/28/2025Ritholtz Wealth Management1,557$222K0.0%-37.4%0.020%
7/22/2025Knights of Columbus Asset Advisors LLC14,191$2.03M0.1%+29.0%0.185%
7/17/2025Palisades Investment Partners LLC20,659$2.95M1.3%-2.7%0.269%
5/29/2025Rhumbline Advisers6,672$1.05M0.0%-5.7%0.087%
5/19/2025Jane Street Group LLC3,562$563K0.0%N/A0.046%
5/16/2025Empowered Funds LLC30,962$4.89M0.1%-10.6%0.404%
5/16/2025Caxton Associates LLP4,801$758K0.0%N/A0.063%
5/16/2025Goldman Sachs Group Inc.15,075$2.38M0.0%-1.2%0.197%
5/16/2025Jones Financial Companies Lllp17,757$2.81M0.0%+50,634.3%0.232%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,700$269K0.0%+4.8%0.022%
5/16/2025Bosun Asset Management LLC5,835$922K0.4%-28.0%0.076%
5/16/2025Bridgeway Capital Management LLC65,405$10.33M0.3%-11.1%0.853%
5/16/2025AQR Capital Management LLC2,786$440K0.0%-53.3%0.036%
5/15/2025Royal Bank of Canada14,452$2.28M0.0%+1.8%0.188%
5/15/2025Apis Capital Advisors LLC19,800$3.13M1.5%+112.9%0.258%
5/15/2025M3F Inc.534,261$84.40M23.2%+6.0%6.966%
5/14/2025Resolute Capital Asset Partners LLC2,320$366K0.2%+127.5%0.030%
5/14/2025EntryPoint Capital LLC2,303$364K0.2%N/A0.030%
5/14/2025Quantbot Technologies LP2,741$433K0.0%N/A0.036%
5/13/2025American Century Companies Inc.7,249$1.15M0.0%+4.2%0.095%
5/13/2025Informed Momentum Co LLC1,980$313K0.1%-49.8%0.026%
5/12/2025Nuveen LLC5,783$914K0.0%N/A0.075%
5/12/2025Invesco Ltd.1,949$308K0.0%+48.7%0.025%
5/12/2025Connor Clark & Lunn Investment Management Ltd.19,517$3.08M0.0%-3.8%0.254%
5/12/2025Swiss National Bank5,100$806K0.0%-12.1%0.066%
5/9/2025Deutsche Bank AG2,091$330K0.0%-10.0%0.027%
5/9/2025Charles Schwab Investment Management Inc.22,715$3.59M0.0%-2.0%0.296%
5/9/2025Vanguard Group Inc.152,536$24.10M0.0%+7.3%1.989%
5/8/2025XTX Topco Ltd1,594$252K0.0%-44.9%0.021%
5/7/2025Solidarity Wealth LLC7,102$1.12M0.3%N/A0.093%
5/7/2025Knights of Columbus Asset Advisors LLC11,000$1.74M0.1%+25.5%0.143%
5/6/2025Navellier & Associates Inc.4,027$629K0.1%-41.6%0.053%
5/6/2025Four Tree Island Advisory LLC96,900$15.31M10.7%+23.6%1.263%
4/30/2025Alps Advisors Inc.1,970$311K0.0%N/A0.030%
4/30/2025Nisa Investment Advisors LLC505$80K0.0%-49.8%0.008%
4/30/2025Palisades Investment Partners LLC21,224$3.35M1.7%+1.4%0.321%
4/30/2025Pekin Hardy Strauss Inc.32,643$5.16M0.6%+9.6%0.494%
4/29/2025Bank of New York Mellon Corp18,441$2.91M0.0%-1.8%0.279%
4/17/2025Ritholtz Wealth Management2,486$393K0.0%-10.5%0.038%
4/8/2025Rhumbline Advisers6,672$1.05M0.0%-5.7%0.101%
4/7/2025GAMMA Investing LLC6,161$973K0.0%+205,266.7%0.093%
3/18/2025California State Teachers Retirement System2,759$573K0.0%+1,213.8%0.042%
2/18/2025Palisades Investment Partners LLC20,928$4.34M1.8%+9.5%0.317%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,321$897K0.0%N/A0.065%
2/17/2025Two Sigma Investments LP2,200$457K0.0%-38.5%0.033%
2/17/2025Nuveen Asset Management LLC5,783$1.20M0.0%+1.5%0.088%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,622$337K0.0%+4.2%0.025%
2/17/2025Lazard Asset Management LLC643$133K0.0%+16.9%0.010%
2/17/2025Janus Henderson Group PLC1,500$312K0.0%N/A0.023%
2/17/2025Deutsche Bank AG2,324$482K0.0%+68.5%0.035%
2/17/2025Bosun Asset Management LLC8,104$1.68M0.7%-1.6%0.123%
2/17/2025Bridgeway Capital Management LLC73,565$15.27M0.3%-3.1%1.115%
2/17/2025Bank of America Corp DE41,603$8.64M0.0%-31.1%0.630%
2/17/2025BNP Paribas Financial Markets462$96K0.0%-32.5%0.007%
2/17/2025Apis Capital Advisors LLC9,300$1.93M1.3%N/A0.141%
2/14/2025Mercer Global Advisors Inc. ADV3,020$627K0.0%N/A0.046%
2/14/2025Northern Trust Corp30,118$6.25M0.0%+5.9%0.456%
2/14/2025The Manufacturers Life Insurance Company1,042$216K0.0%N/A0.016%
2/14/2025Tudor Investment Corp ET AL5,789$1.20M0.0%N/A0.088%
(Data available from 1/1/2016 forward)

WLFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WLFC shares?

During the previous two years, 101 institutional investors and hedge funds held shares of Willis Lease Finance. The most heavily invested institutionals were Dimensional Fund Advisors LP ($106.15M), M3F Inc. ($80.95M), Renaissance Technologies LLC ($49.38M), Vanguard Group Inc. ($24.10M), Four Tree Island Advisory LLC ($13.34M), Geode Capital Management LLC ($11.80M), and Bridgeway Capital Management LLC ($8.85M).Learn more on Willis Lease Finance's institutional investors.

What percentage of Willis Lease Finance's stock is owned by institutional investors?

93.70% of Willis Lease Finance's stock is owned by institutional investors. Learn more on WLFC's institutional investor holdings.

Which institutional investors have been buying Willis Lease Finance's stock?

Of the 86 institutional investors that purchased Willis Lease Finance's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Four Tree Island Advisory LLC ($96.90K), M3F Inc. ($62.71K), Orion Porfolio Solutions LLC ($60.41K), Pekin Hardy Strauss Inc. ($39.85K), Jump Financial LLC ($38.82K), First Trust Advisors LP ($31.48K), and Vanguard Group Inc. ($30.38K).

How much institutional buying is happening at Willis Lease Finance?

Institutional investors have bought a total of 680,488 shares in the last 24 months. This purchase volume represents approximately $112.27M in transactions.

Which of Willis Lease Finance's major shareholders have been selling company stock?

Of the 36 institutional investors that sold Willis Lease Finance's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: M3F Inc. ($65K), American Century Companies Inc. ($19.25K), Bank of America Corp DE ($18.74K), Phase 2 Partners LLC ($17.97K), Bridgeway Capital Management LLC ($13.90K), Empowered Funds LLC ($7.06K), and EAM Investors LLC ($6.39K).

How much institutional selling is happening at Willis Lease Finance?

Institutional investors have sold a total of 193,689 shares in the last 24 months. This volume of shares sold represents approximately $36.15M in transactions.


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This page (NASDAQ:WLFC) was last updated on 9/29/2025 by MarketBeat.com Staff
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