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Willis Lease Finance (WLFC) Institutional Ownership

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$162.74 -6.58 (-3.89%)
Closing price 08/14/2025 04:00 PM Eastern
Extended Trading
$162.77 +0.03 (+0.02%)
As of 08/14/2025 05:52 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Willis Lease Finance (NASDAQ:WLFC)

Current
Institutional Ownership
Percentage
93.70%
Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$100.97M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$35.07M
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WLFC Institutional Buying and Selling by Quarter

Willis Lease Finance Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/13/2025 Jump Financial LLC38,815$5.54M0.1%N/A0.570%
8/13/2025 Bosun Asset Management LLC5,277$753K0.2%-9.6%0.077%
8/13/2025 Four Tree Island Advisory LLC93,431$13.34M9.5%-3.6%1.372%
8/13/2025 First Trust Advisors LP40,289$5.75M0.0%+357.4%0.592%
8/13/2025 EverSource Wealth Advisors LLC377$54K0.0%N/A0.006%
8/13/2025 Invesco Ltd.3,324$475K0.0%+70.5%0.049%
8/13/2025 M3F Inc.566,941$80.95M22.8%+6.1%8.325%
8/13/2025 Quantbot Technologies LP10,316$1.47M0.0%+276.4%0.151%
8/13/2025 New York State Common Retirement Fund9,905$1.41M0.0%+7.6%0.145%
8/13/2025 Corsair Capital Management L.P.6,000$857K0.2%N/A0.088%
8/12/2025 Ameritas Investment Partners Inc.365$52K0.0%+22.5%0.005%
8/12/2025 American Century Companies Inc.5,199$742K0.0%-28.3%0.076%
8/12/2025 Rhumbline Advisers8,415$1.20M0.0%+26.1%0.124%
8/12/2025 AXQ Capital LP2,866$409K0.1%N/A0.042%
8/12/2025 Legal & General Group Plc2,696$385K0.0%+3.0%0.040%
8/12/2025 JPMorgan Chase & Co.27,346$3.90M0.0%+951.4%0.402%
8/11/2025 Empowered Funds LLC27,564$3.94M0.0%-11.0%0.405%
8/8/2025 Intech Investment Management LLC1,932$276K0.0%+15.0%0.025%
8/8/2025 Creative Planning1,559$223K0.0%N/A0.020%
8/8/2025 Police & Firemen s Retirement System of New Jersey820$117K0.0%+32.7%0.011%
8/8/2025 Geode Capital Management LLC82,607$11.80M0.0%+16.6%1.077%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.19,744$2.82M0.0%+1.2%0.257%
8/6/2025 Pekin Hardy Strauss Inc.39,839$5.69M0.6%+22.0%0.519%
8/6/2025 Savant Capital LLC1,431$204K0.0%N/A0.019%
7/28/2025 Allianz Asset Management GmbH3,732$533K0.0%N/A0.049%
7/28/2025 Ritholtz Wealth Management1,557$222K0.0%-37.4%0.020%
7/22/2025 Knights of Columbus Asset Advisors LLC14,191$2.03M0.1%+29.0%0.185%
7/17/2025 Palisades Investment Partners LLC20,659$2.95M1.3%-2.7%0.269%
5/29/2025 Rhumbline Advisers6,672$1.05M0.0%-5.7%0.087%
5/19/2025Jane Street Group LLC3,562$563K0.0%N/A0.046%
5/16/2025 Empowered 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%
5/16/2025 Jones 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%
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5/16/2025 Bosun 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%
5/15/2025 Apis Capital Advisors LLC19,800$3.13M1.5%+112.9%0.258%
5/15/2025 M3F Inc.534,261$84.40M23.2%+6.0%6.966%
5/14/2025Resolute Capital Asset Partners LLC2,320$366K0.2%+127.5%0.030%
5/14/2025 EntryPoint Capital LLC2,303$364K0.2%N/A0.030%
5/14/2025 Quantbot Technologies LP2,741$433K0.0%N/A0.036%
5/13/2025 American Century Companies Inc.7,249$1.15M0.0%+4.2%0.095%
5/13/2025 Informed Momentum Co LLC1,980$313K0.1%-49.8%0.026%
5/12/2025 Nuveen LLC5,783$914K0.0%N/A0.075%
5/12/2025 Invesco Ltd.1,949$308K0.0%+48.7%0.025%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.19,517$3.08M0.0%-3.8%0.254%
5/12/2025 Swiss National Bank5,100$806K0.0%-12.1%0.066%
5/9/2025 Deutsche Bank AG2,091$330K0.0%-10.0%0.027%
5/9/2025 Charles Schwab Investment Management Inc.22,715$3.59M0.0%-2.0%0.296%
5/9/2025 Vanguard Group Inc.152,536$24.10M0.0%+7.3%1.989%
5/8/2025 XTX Topco Ltd1,594$252K0.0%-44.9%0.021%
5/7/2025 Solidarity Wealth LLC7,102$1.12M0.3%N/A0.093%
5/7/2025 Knights of Columbus Asset Advisors LLC11,000$1.74M0.1%+25.5%0.143%
5/6/2025 Navellier & Associates Inc.4,027$629K0.1%-41.6%0.053%
5/6/2025 Four Tree Island Advisory LLC96,900$15.31M10.7%+23.6%1.263%
4/30/2025 Alps Advisors Inc.1,970$311K0.0%N/A0.030%
4/30/2025 Nisa Investment Advisors LLC505$80K0.0%-49.8%0.008%
4/30/2025 Palisades Investment Partners LLC21,224$3.35M1.7%+1.4%0.321%
4/30/2025 Pekin Hardy Strauss Inc.32,643$5.16M0.6%+9.6%0.494%
4/29/2025 Bank of New York Mellon Corp18,441$2.91M0.0%-1.8%0.279%
4/17/2025 Ritholtz Wealth Management2,486$393K0.0%-10.5%0.038%
4/8/2025 Rhumbline Advisers6,672$1.05M0.0%-5.7%0.101%
4/7/2025 GAMMA 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%
2/18/2025 Palisades 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%
2/17/2025 Deutsche Bank AG2,324$482K0.0%+68.5%0.035%
2/17/2025 Bosun 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%
2/17/2025 Apis Capital Advisors LLC9,300$1.93M1.3%N/A0.141%
2/14/2025Mercer Global Advisors Inc. ADV3,020$627K0.0%N/A0.046%
2/14/2025 Northern 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%
2/14/2025Earnest Partners LLC1,000$208K0.0%N/A0.015%
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2/14/2025Boothbay Fund Management LLC1,300$270K0.0%-18.7%0.020%
2/14/2025Price T Rowe Associates Inc. MD2,672$555K0.0%-24.7%0.040%
2/14/2025 M3F Inc.504,229$104.65M30.3%-11.4%7.640%
2/14/2025 Dimensional Fund Advisors LP511,472$106.15M0.0%+3.5%7.750%
2/14/2025 First Trust Advisors LP8,962$1.86M0.0%-9.7%0.136%
2/13/2025 EAM Investors LLC3,944$819K0.1%-61.8%0.060%
2/13/2025 XTX Topco Ltd2,895$601K0.0%N/A0.044%
2/13/2025 Barclays PLC4,913$1.02M0.0%+31.4%0.074%
2/13/2025 Summit Investment Advisors Inc.298$62K0.1%+27.4%0.005%
2/13/2025 Renaissance Technologies LLC237,897$49.38M0.1%-2.5%3.605%
(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, 99 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 ($10.33M).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 82 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), Pekin Hardy Strauss Inc. ($39.85K), Jump Financial LLC ($38.82K), First Trust Advisors LP ($31.48K), Vanguard Group Inc. ($30.38K), and JPMorgan Chase & Co. ($27.30K).

How much institutional buying is happening at Willis Lease Finance?

Institutional investors have bought a total of 601,360 shares in the last 24 months. This purchase volume represents approximately $100.97M in transactions.

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

Of the 34 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 ($10.50K), 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 186,156 shares in the last 24 months. This volume of shares sold represents approximately $35.07M in transactions.



This page (NASDAQ:WLFC) was last updated on 8/15/2025 by MarketBeat.com Staff
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