WILLIS LEASE FIN CORP WLFC
COM · Common Stock · CUSIP 970646105
- SectorIndustrials
- IndustryWholesale-Machinery, Equipment & Supplies
- HeadquartersCoconut Creek, FL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.6m this quarter). Holder counts are more reliable. Shares outstanding: 21.1m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $228.72.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 31 |
| Q4 2022 | 38 |
| Q1 2023 | 42 |
| Q2 2023 | 46 |
| Q3 2023 | 49 |
| Q4 2023 | 50 |
| Q1 2024 | 51 |
| Q2 2024 | 65 |
| Q3 2024 | 83 |
| Q4 2024 | 105 |
| Q1 2025 | 109 |
| Q2 2025 | 113 |
| Q3 2025 | 130 |
| Q4 2025 | 113 |
| Q1 2026 | 125 |
| Q2 2026 | 176 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 46 | 32 |
| Q4 2024 | 62 | 37 |
| Q1 2025 | 51 | 53 |
| Q2 2025 | 75 | 43 |
| Q3 2025 | 72 | 61 |
| Q4 2025 | 49 | 74 |
| Q1 2026 | 67 | 48 |
| Q2 2026 | 125 | 36 |
Biggest buyers
| Copeland Capital Management, LLC | New | +91.2k |
| BlackRock, Inc. | Added | +86.8k |
| Philadelphia Financial Management of San Francisco, LLC | New | +72.8k |
| LSV ASSET MANAGEMENT | Added | +68.5k |
| Palisades Investment Partners, LLC | Added | +40.7k |
| HRT FINANCIAL LP | New | +38.2k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +34.0k |
| CITADEL ADVISORS LLC | Added | +30.8k |
| UBS Group AG | Added | +28.3k |
| TWO SIGMA INVESTMENTS, LP | Added | +26.0k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -15.5k |
| M3F, Inc. | Reduced | -15.2k |
| Knights of Columbus Asset Advisors LLC | Sold out | -14.1k |
| Qube Research & Technologies Ltd | Sold out | -12.3k |
| Jump Financial, LLC | Sold out | -10.9k |
| BANK OF AMERICA CORP /DE/ | Reduced | -8.0k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -6.4k |
| JANE STREET GROUP, LLC | Sold out | -5.7k |
| Diametric Capital, LP | Sold out | -3.5k |
| VARCOV Co. | Sold out | -3.2k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| WILLIS CHARLES F IV 13D · may seek influence -1.5 pts · filed 2026-04-03 | 43.2% |
| M3 PARTNERS LP 13G · passive investor +1.0 pts · filed 2026-02-04 | 9.9% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 5 | $18.2m | $691.1k |
| Q1 2025 | 0 | — | 2 | $4.8m | $2.1m |
| Q2 2025 | 0 | — | 3 | $6.1m | $2.6m |
| Q3 2025 | 0 | — | 4 | $8.5m | $3.5m |
| Q4 2025 | 0 | — | 1 | $2.3m | $2.3m |
| Q1 2026 | 0 | — | 3 | $6.1m | $1.8m |
| Q2 2026 | 0 | — | 1 | $1.2m | $1.2m |
| Q3 2026 | 1 | — | 4 | $4.3m | $4.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-15 | Flaherty Scott B. EVP, CFO | Sold | —8.3k shares |
| 2026-09-14 | Flaherty Scott B. EVP, CFO | Sold | —18.7k shares |
| 2026-09-11 | Flaherty Scott B. EVP, CFO | Sold | —3.0k shares |
| 2026-09-01 | Willis Austin Chandler President and CEO, director | Sold plan | —15.0k shares |
| 2026-08-31 | WILLIS CHARLES F IV Executive Chairman, director · Spouse | Sold | —400 shares |
| 2026-08-26 | WILLIS CHARLES F IV Executive Chairman, director | Sold plan | —15.6k shares |
| 2026-08-25 | WILLIS CHARLES F IV Executive Chairman, director | Sold plan | —11.4k shares |
| 2026-08-24 | WILLIS CHARLES F IV Executive Chairman, director | Sold plan | —16.7k shares |
| 2026-08-21 | WILLIS CHARLES F IV Executive Chairman, director | Sold plan | —13.5k shares |
| 2026-08-20 | WILLIS CHARLES F IV Executive Chairman, director | Sold plan | —16.3k shares |
| 2026-08-19 | WILLIS CHARLES F IV Executive Chairman, director | Sold plan | —19.3k shares |
| 2026-08-18 | WILLIS CHARLES F IV Executive Chairman, director | Sold plan | —27.5k shares |
| 2026-08-17 | WILLIS CHARLES F IV Executive Chairman, director | Sold plan | $1.8m31.4k shares |
| 2026-08-14 | Dameron Clifton SVP, GC & Corporate Secretary | Sold | $200.9k3.5k shares |
| 2026-08-03 | Willis Austin Chandler President and CEO, director | Sold plan | $1.1m15.0k shares |
| 2026-07-31 | Flaherty Scott B. EVP, CFO | Bought | —148 shares |
| 2026-07-01 | Willis Austin Chandler Chief Executive Officer, director | Sold plan | $1.2m5.2k shares |
| 2026-05-01 | Willis Austin Chandler Chief Executive Officer, director | Sold plan | $655.4k3.4k shares |
| 2026-04-01 | Willis Austin Chandler Chief Executive Officer, director | Sold plan | $590.1k3.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| M3F, Inc. 35.88% of their portfolio | 662.0k $151.5m | Reduced -15.2k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 548.4k $125.5m | Added +17.5k |
| BlackRock, Inc. 0.00% of their portfolio | 301.3k $68.9m | Added +86.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 197.7k $45.2m | Reduced -123 |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 192.3k $44.0m | Added +26.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 129.5k $29.6m | Added +17.4k |
| Four Tree Island Advisory LLC 8.16% of their portfolio | 108.2k $24.7m | Added +2.7k |
| RBF Capital, LLC 1.03% of their portfolio | 107.7k $24.6m | Unchanged |
| LSV ASSET MANAGEMENT 0.04% of their portfolio | 100.4k $23.0m | Added +68.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 93.9k $21.5m | Added +17.6k |
| Copeland Capital Management, LLC 0.43% of their portfolio | 91.2k $20.9m | New |
| STATE STREET CORP 0.00% of their portfolio | 77.3k $17.7m | Added +10.7k |
| Philadelphia Financial Management of San Francisco, LLC 4.57% of their portfolio | 72.8k $16.6m | New |
| MORGAN STANLEY 0.00% of their portfolio | 65.6k $15.0m | Added +17.4k |
| UBS Group AG 0.00% of their portfolio | 65.4k $15.0m | Added +28.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 64.4k $14.7m | Added +34.0k |
| Palisades Investment Partners, LLC 4.10% of their portfolio | 63.0k $14.4m | Added +40.7k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 58.3k $13.3m | Added +22.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.20% of their portfolio | 49.3k $11.3m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 47.8k $10.9m | Added +15.7k |
| Buckley Capital Advisors, LLC 6.54% of their portfolio | 45.9k $10.5m | Added +6.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 45.6k $10.4m | Reduced -8.0k |
| Pekin Hardy Strauss, Inc. 0.85% of their portfolio | 42.2k $9.7m | Reduced -2.8k |
| DENALI ADVISORS LLC 0.89% of their portfolio | 38.5k $8.8m | Reduced -2.5k |
| HRT FINANCIAL LP 0.02% of their portfolio | 38.2k $8.7m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 37.1k $8.5m | Added +3.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 37.0k $8.5m | Added +30.8k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 35.4k $8.1m | Reduced -3.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 29.6k $6.8m | Added +7.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 27.9k $6.4m | Added +3.0k |
| Empowered Funds, LLC 0.03% of their portfolio | 27.8k $6.3m | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 22.5k $5.1m | Added +2.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 20.7k $4.7m | Added +500 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 19.5k $4.4m | Added +18.1k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 0.54% of their portfolio | 18.8k $4.3m | Added +766 |
| SHIKIAR ASSET MANAGEMENT INC 1.07% of their portfolio | 18.6k $4.2m | Added +6.1k |
| US BANCORP \DE\ 0.00% of their portfolio | 18.2k $4.2m | Added +752 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 17.4k $4.0m | Added +3.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 16.3k $3.7m | Reduced -1.5k |
| Nuveen, LLC 0.00% of their portfolio | 16.1k $3.7m | Added +12.2k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 15.9k $3.6m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 15.4k $3.5m | New |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 14.5k $3.3m | Added +619 |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 14.3k $3.3m | New |
| Latash Investments, LLC 2.26% of their portfolio | 13.5k $3.1m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 12.3k $2.8m | New |
| Linden Advisors LP 0.01% of their portfolio | 11.5k $2.6m | New |
| First Pacific Advisors, LP 0.03% of their portfolio | 11.4k $2.6m | New |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 11.1k $2.5m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 10.1k $2.3m | Added +1.2k |
| MALTESE CAPITAL MANAGEMENT LLC 0.42% of their portfolio | 10.1k $2.3m | Unchanged |
| PDT Partners, LLC 0.10% of their portfolio | 8.5k $1.9m | Added +3.5k |
| WEDBUSH SECURITIES INC 0.05% of their portfolio | 8.4k $1.9m | Reduced -328 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 7.9k $1.8m | Added +1.1k |
| Waterloo Capital, L.P. 0.10% of their portfolio | 7.7k $1.8m | Added +94 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 6.9k $1.6m | Added +5.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 6.8k $1.6m | Added +119 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 6.7k $1.5m | Reduced -15.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 6.5k $1.5m | Added +1.2k |
| Swiss National Bank 0.00% of their portfolio | 5.8k $1.3m | Reduced -200 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 5.8k $1.3m | New |
| Invesco Ltd. 0.00% of their portfolio | 5.4k $1.2m | Reduced -83 |
| SUSQUEHANNA ADVISORS GROUP, INC. 0.03% of their portfolio | 5.2k $1.2m | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.02% of their portfolio | 5.0k $1.2m | Reduced -700 |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 4.9k $1.1m | Reduced -132 |
| LPL Financial LLC 0.00% of their portfolio | 4.7k $1.1m | New |
| XTX Topco Ltd 0.01% of their portfolio | 4.6k $1.1m | Added +836 |
| Sculptor Capital LP 0.01% of their portfolio | 4.6k $1.1m | New |
| Militia Capital Management LLC 0.18% of their portfolio | 4.4k $1.0m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 4.3k $976.0k | Added +1.2k |
| Carlson Capital, L.P. 0.19% of their portfolio | 4.1k $938.1k | Added +1.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 4.0k $681.0k | Added +2.0k |
| Rangeley Capital, LLC 0.85% of their portfolio | 4.0k $915.2k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 3.9k $890.4k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 3.8k $861.0k | Added +1.3k |
| Weiss Asset Management LP 0.01% of their portfolio | 3.7k $842.4k | Not comparable |
| ARISTEIA CAPITAL, L.L.C. 0.01% of their portfolio | 3.7k $841.5k | New |
| CITIGROUP INC 0.00% of their portfolio | 3.5k $800.6k | Added +3.2k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 3.4k $776.5k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 3.4k $775.9k | Added +233 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 3.3k $757.6k | Reduced -77 |
| Jain Global LLC 0.01% of their portfolio | 3.3k $757.1k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 3.3k $750.9k | Added +581 |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 3.1k $698.5k | Reduced -207 |
| Harbor Advisors LLC 0.09% of their portfolio | 3.0k $686.4k | Added +1.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 2.8k $648.2k | Reduced -6.4k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.8k $640.9k | Added +403 |
| Creative Planning 0.00% of their portfolio | 2.8k $639.0k | Reduced -256 |
| Blackstone Inc. 0.00% of their portfolio | 2.8k $631.5k | Not comparable |
| Quantbot Technologies LP 0.02% of their portfolio | 2.7k $622.1k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 2.5k $583.0k | Added +1.4k |
| Aquatic Capital Management LLC 0.02% of their portfolio | 2.5k $570.6k | Added +1.8k |
| AXQ CAPITAL, LP 0.06% of their portfolio | 2.5k $562.2k | New |
| FMR LLC 0.00% of their portfolio | 2.4k $551.8k | Added +43 |
| LMR Partners LLP 0.00% of their portfolio | 2.3k $532.4k | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 2.3k $526.2k | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 2.3k $526.2k | New |
| Legal & General Group Plc 0.00% of their portfolio | 2.3k $517.5k | Reduced -120 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 2.2k $512.3k | Added +634 |
| Cetera Investment Advisers 0.00% of their portfolio | 2.2k $507.9k | Added +927 |