Willis Lease Finance Ownership | Who Owns Willis Lease Finance?

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Willis Lease Finance Ownership Summary

Willis Lease Finance is owned by 42.66% institutional investors, 59.71% insiders. Dimensional fund advisors lp is the largest institutional shareholder, holding 7.77% of WLFC shares. DFA US Small Cap Value I is the top mutual fund, with 3.03% of its assets in Willis Lease Finance shares.

WLFC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Willis Lease Finance	42.66%	59.71%	-2.36%
Sector	Industrials Stocks	39.35%	12.62%	48.03%
Industry	Rental & Leasing Service Stocks	55.29%	12.45%	32.26%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	511.47K	7.77%	$106.15M
M3f	504.23K	7.66%	$104.65M
Renaissance	237.90K	3.61%	$49.38M
Blackrock funding, inc. /de	198.35K	3.01%	$41.17M
Ophir asset management pty	168.67K	2.56%	$35.01M
Vanguard group	142.10K	2.16%	$29.49M
Rbf capital	107.61K	1.63%	$22.33M
Bridgeway capital management	73.56K	1.12%	$15.27M
Geode capital management	67.16K	1.02%	$13.94M
Ubs group	52.89K	0.80%	$10.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	504.23K	30.25%	$104.65M
Phase 2 partners	37.45K	5.83%	$7.77M
Ophir asset management pty	168.67K	5.21%	$35.01M
Latash investments	13.50K	2.19%	$2.80M
Apis capital advisors	9.30K	1.29%	$1.93M
Rbf capital	107.61K	1.16%	$22.33M
Pekin hardy strauss	29.78K	0.78%	$6.18M
Options solutions	8.10K	0.73%	$1.68M
Maltese capital management	10.78K	0.34%	$2.24M
Bridgeway capital management	73.56K	0.34%	$15.27M

Top Buyers

Holder	Shares	% Assets	Change
Ophir asset management pty	168.67K	5.21%	168.67K
Ubs group	52.89K	0.00%	50.21K
Vanguard group	142.10K	0.00%	19.08K
Dimensional fund advisors lp	511.47K	0.03%	17.50K
Apis capital advisors	9.30K	1.29%	9.30K

Top Sellers

Holder	Shares	% Assets	Change
M3f	504.23K	30.25%	-65.00K
American century companies	6.96K	0.00%	-17.20K
One fin capital management lp	-	-	-16.45K
Arrowstreet capital, limited partnership	-	-	-16.21K
Phase 2 partners	37.45K	5.83%	-14.97K

New Positions

Holder	Shares	% Assets	Change	Value
Ophir asset management pty	168.67K	5.21%	168.67K	$35.01M
Apis capital advisors	9.30K	1.29%	9.30K	$1.93M
Knights of columbus asset advisors	8.76K	0.12%	8.76K	$1.82M
Aqr capital management	5.96K	0.00%	5.96K	$1.24M
Swiss national bank	5.80K	0.00%	5.80K	$1.20M

Sold Out

Holder	Change
Capital performance advisors llp	-24.00
Srs capital advisors	-389.00
Earnest partners	-1.00K
Truist financial	-1.00K
Neuberger berman group	-1.03K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	108	4.85%	2,817,956	2.01%	42	2.42%	54	-19.40%	41	57.69%
Dec 31, 2024	39	-51.25%	628,247	-74.23%	9	0.70%	26	-43.48%	7	-72.00%
Sep 30, 2024	80	26.98%	2,437,811	2.53%	37	2.67%	46	15.00%	25	47.06%
Jun 30, 2024	63	26.00%	2,377,593	5.65%	37	3.00%	40	135.29%	17	-10.53%
Mar 31, 2024	50	2.04%	2,250,453	-0.60%	35	2.73%	17	-34.62%	19	35.71%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
DFA US Small Cap Value I	232.07K	3.03%	-
iShares Russell 2000 ETF	73.86K	1.07%	36.00
DFA US Micro Cap I	74.92K	0.98%	-
Vanguard US Total Market Shares ETF	69.35K	0.97%	-
Vanguard Total Stock Mkt Idx Inv	72.35K	0.94%	-
Vanguard Institutional Extnd Mkt Idx Tr	44.74K	0.58%	93.00
Dimensional US Targeted Value ETF	38.43K	0.56%	106.00
Bridgeway Omni Small-Cap Value	34.39K	0.45%	-1.01K
Bridgeway Omni Small-Cap Value N	34.39K	0.45%	-1.01K
DFA US Targeted Value I	33.98K	0.44%	5.75K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 03, 2025	WILLIS CHARLES F IV	Executive Chairman	Sell	$84.16K
Jun 04, 2025	WILLIS CHARLES F IV	Executive Chairman	Sell	$283.76K
Jun 03, 2025	WILLIS CHARLES F IV	Executive Chairman	Sell	$1.01M
Jun 03, 2025	WILLIS CHARLES F IV	Executive Chairman	Sell	$111.32K
Jun 04, 2025	WILLIS CHARLES F IV	Executive Chairman	Sell	$641.85K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	27
2025 Q1	-	28
2024 Q4	-	41
2024 Q3	-	46
2024 Q2	-	32

WLFC Ownership FAQ

Who Owns Willis Lease Finance?

Willis Lease Finance shareholders are primarily institutional investors at 42.66%, followed by 59.71% insiders and -2.37% retail investors. The average institutional ownership in Willis Lease Finance's industry, Rental & Leasing Service Stocks, is 55.29%, which Willis Lease Finance falls below.

Who owns the most shares of Willis Lease Finance?

Willis Lease Finance’s largest shareholders are Dimensional fund advisors lp (511.47K shares, 7.77%), M3f (504.23K shares, 7.66%), and Renaissance (237.9K shares, 3.61%). Together, they hold 19.05% of Willis Lease Finance’s total shares outstanding.

Does Blackrock own Willis Lease Finance?

BlackRock is not among the top 10 institutional shareholders of Willis Lease Finance.

Who is Willis Lease Finance’s biggest shareholder by percentage of total assets invested?

M3f is Willis Lease Finance’s biggest shareholder by percentage of total assets invested, with 30.25% of its assets in 504.23K Willis Lease Finance shares, valued at 104.65M$.

Who is the top mutual fund holder of Willis Lease Finance shares?

DFA US Small Cap Value I is the top mutual fund holder of Willis Lease Finance shares, with 3.03% of its total shares outstanding invested in 232.07K Willis Lease Finance shares.

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