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Willis Lease Finance Corp (WLFC)

CUSIP: 970646105 | NYSE | Industrials · Rental & Leasing Services | Small Cap | 360 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AWillis Charles F IV
with CFW Partners, L.P., Willis Austin Chandler
3,359,54743.2%−66,129Apr 1, 2026No 13F filer matched
13D/AWillis Charles F IV3,359,547
43.2% of class · Apr 1, 2026−66,129
with CFW Partners, L.P., Willis Austin Chandler
No 13F filer matched

Institutional Holders — Q3 2026

M3f, Inc.2,083,661
0.1% of portfolio›$104.0K
Dimensional Fund Advisors LP1,669,680
0.0% of portfolio›$83.3M
Copeland Capital Management, LLC578,191
0.7% of portfolio›$28.9M
Pekin Hardy Strauss, Inc.124,554
0.5% of portfolio›$6.2M
Palisades Investment Partners, LLC79,226
1.1% of portfolio›$4.0M
Allspring Global Investments Holdings, LLC44,947
0.0% of portfolio›$2.2M
Shikiar Asset Management Inc41,295
0.0% of portfolio›$2.1K
Wedbush Securities Inc24,801
0.0% of portfolio›$1.2K
Y-Intercept (Hong Kong) Ltd13,997
0.0% of portfolio›$698.6K
Inspire Investing, LLC12,497
0.0% of portfolio›$623.7K
Citigroup Inc11,863
0.0% of portfolio›$592.1K
Creative Planning9,732
0.0% of portfolio›$485.7K
Strs Ohio9,700
0.0% of portfolio›$484.1K
Lakewood Asset Management LLC6,822
0.2% of portfolio›$340.5K
DDD Partners, LLC6,795
0.0% of portfolio›$339.1K
Concurrent Investment Advisors, LLC4,761
0.0% of portfolio›$237.6K
HUB Investment Partners, LLC4,752
0.0% of portfolio›$237.2K
DekaBank Deutsche Girozentrale4,323
0.0% of portfolio›$221
State of Alaska, Department of Revenue3,922
0.0% of portfolio›$195
Nisa Investment Advisors, LLC462
0.0% of portfolio›$23.1K
Sterling Capital Management LLC318
0.0% of portfolio›$15.9K
Fortitude Family Office, LLC300
0.0% of portfolio›$15.0K
Hickory Point Bank & Trust300
0.0% of portfolio›$15.0K
Harbor Capital Advisors, Inc.295
0.0% of portfolio›$15
Farther Finance Advisors, LLC291
0.0% of portfolio›$14.5K
EverSource Wealth Advisors, LLC59
0.0% of portfolio›$2.9K
Gamma Investing LLC59
0.0% of portfolio›$2.9K
Root Financial Partners, LLC44
0.0% of portfolio›$2.2K
Simplex Trading, LLC35
0.0% of portfolio›$1.7K
First Horizon Corp31
0.0% of portfolio›$1.5K
Assetmark, Inc24
0.0% of portfolio›$1.2K
WPG Advisers, LLC23
0.0% of portfolio›$1.1K
Parallel Advisors, LLC15
0.0% of portfolio›$749
Covestor Ltd14
0.0% of portfolio›$1
CoreCap Advisors, LLC9
0.0% of portfolio›$449
Bare Financial Services, Inc6
0.0% of portfolio›$299
Ascentis Wealth Management, LLC6
0.0% of portfolio›$299
Provenance Wealth Advisors, LLC3
0.0% of portfolio›$150
StyleTurnoverLocationFiled
M3f, Inc.
2,083,661$104.0K0.1%YieldMediumSalt Lake City, UT2026-10-21
Dimensional Fund Advisors LP
1,669,680$83.3M0.0%IndexLowAustin, TX2026-11-04
Copeland Capital Management, LLC
578,191$28.9M0.7%ValueMediumConshohocken, PA2026-10-13
Pekin Hardy Strauss, Inc.
124,554$6.2M0.5%ValueMediumChicago, IL2026-11-02
Palisades Investment Partners, LLC
79,226$4.0M1.1%GARPMediumSanta Monica, CA2026-11-03
Allspring Global Investments Holdings, LLC
44,947$2.2M0.0%CoreMediumCharlotte, NC2026-11-04
Shikiar Asset Management Inc
41,295$2.1K0.0%CoreMediumNew York, NY2026-10-20
Wedbush Securities Inc
24,801$1.2K0.0%CoreLowPasadena, CA2026-10-22
Y-Intercept (Hong Kong) Ltd
13,997$698.6K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Inspire Investing, LLC
12,497$623.7K0.0%GARPHighMeridian, ID2026-10-22
Citigroup Inc
11,863$592.1K0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
9,732$485.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Strs Ohio
9,700$484.1K0.0%CoreMediumColumbus, OH2026-10-30
Lakewood Asset Management LLC
6,822$340.5K0.2%ValueLowNaperville, IL2026-10-26
DDD Partners, LLC
6,795$339.1K0.0%CoreMediumBellevue, WA2026-11-02
Concurrent Investment Advisors, LLC
4,761$237.6K0.0%GrowthMediumTampa, FL2026-10-16
HUB Investment Partners, LLC
4,752$237.2K0.0%GrowthLowAustin, TX2026-11-03
DekaBank Deutsche Girozentrale
4,323$2210.0%CoreLowFrankfurt, Hong Kong2026-10-27
State of Alaska, Department of Revenue
3,922$1950.0%CoreVery LowJuneau, AK2026-10-15
Nisa Investment Advisors, LLC
462$23.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Sterling Capital Management LLC
318$15.9K0.0%GARPMediumCharlotte, NC2026-10-22
Fortitude Family Office, LLC
300$15.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Hickory Point Bank & Trust
300$15.0K0.0%CoreVery LowDecatur, IL2026-10-01
Harbor Capital Advisors, Inc.
295$150.0%ValueHighChicago, IL2026-10-22
Farther Finance Advisors, LLC
291$14.5K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
59$2.9K0.0%CoreMediumBirmingham, AL2026-11-04
Gamma Investing LLC
59$2.9K0.0%IndexVery LowFoster City, CA2026-10-08
Root Financial Partners, LLC
44$2.2K0.0%ETFMediumEncinitas, CA2026-10-21
Simplex Trading, LLC
35$1.7K0.0%CoreVery HighChicago, IL2026-11-04
First Horizon Corp
31$1.5K0.0%CoreLowMemphis, TN2026-10-26
Assetmark, Inc
24$1.2K0.0%ETFLowConcord, CA2026-10-21
WPG Advisers, LLC
23$1.1K0.0%CoreLowBaltimore, MD2026-10-27
Parallel Advisors, LLC
15$7490.0%IndexLowSan Francisco, CA2026-11-03
Covestor Ltd
14$10.0%ValueHighLondon, United Kingdom2026-10-30
CoreCap Advisors, LLC
9$4490.0%ETFMediumSouthfield, MI2026-10-08
Bare Financial Services, Inc
6$2990.0%ETFVery LowGap, PA2026-11-04
Ascentis Wealth Management, LLC
6$2990.0%Agg GrowthLowDallas, TX2026-11-03
Provenance Wealth Advisors, LLC
3$1500.0%ETFLowFort Lauderdale, FL2026-10-30