Willis Lease Finance Ownership | Who Owns Willis Lease Finance?
Willis Lease Finance Ownership Summary
Willis Lease Finance is owned by 60.40% institutional investors, 55.05% insiders. M3f is the largest institutional shareholder, holding 9.86% of WLFC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.41% of its assets in Willis Lease Finance shares.
WLFC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Willis Lease Finance | 60.40% | 55.05% | -15.46% |
| Sector | Industrials Stocks | 68.36% | 16.28% | 15.36% |
| Industry | Rental & Leasing Service Stocks | 77.93% | 13.99% | 8.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| M3f | 2.08M | 9.86% | $104.00M |
| Dimensional fund advisors lp | 548.39K | 8.09% | $125.47M |
| Blackrock funding, inc. /de | 301.28K | 4.44% | $68.93M |
| Renaissance | 197.70K | 2.92% | $45.23M |
| Two sigma investments, lp | 192.35K | 2.84% | $44.01M |
| Copeland capital management | 578.19K | 2.74% | $28.86M |
| Vanguard group | 154.44K | 2.06% | $20.95M |
| Vanguard capital management | 129.52K | 1.91% | $29.63M |
| Two sigma advisers, lp | 110.40K | 1.65% | $15.13M |
| Four tree island advisory | 108.16K | 1.60% | $24.75M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| M3f | 2.08M | 26.57% | $104.00M |
| Four tree island advisory | 108.16K | 8.16% | $24.75M |
| Phase 2 partners | 37.45K | 5.83% | $7.77M |
| Palisades investment partners | 63.04K | 4.10% | $14.42M |
| Philadelphia financial management of san francisco | 72.76K | 3.36% | $16.65M |
| Latash investments | 13.50K | 2.26% | $3.09M |
| Rbf capital | 107.71K | 1.02% | $24.64M |
| Denali advisors | 38.45K | 0.89% | $8.80M |
| Pekin hardy strauss | 42.23K | 0.85% | $9.66M |
| Rangeley capital | 4.00K | 0.84% | $915.20K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| M3f | 2.08M | 26.57% | 1.42M |
| Copeland capital management | 578.19K | 0.66% | 486.96K |
| Blackrock funding, inc. /de | 301.28K | 0.00% | 86.83K |
| Two sigma advisers, lp | 110.40K | 0.03% | 74.10K |
| Philadelphia financial management of san francisco | 72.76K | 3.36% | 72.76K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ophir asset management pty | - | - | -141.42K |
| One fin capital management lp | - | - | -16.45K |
| Arrowstreet capital, limited partnership | - | - | -16.21K |
| Millennium management | 6.70K | 0.00% | -15.47K |
| Phase 2 partners | 37.45K | 5.83% | -14.97K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Philadelphia financial management of san francisco | 72.76K | 3.36% | 72.76K | $16.65M |
| Hrt financial lp | 38.15K | 0.02% | 38.15K | $8.73M |
| Sixth street partners management company | 27.92K | 0.00% | 27.92K | $6.39M |
| Tudor investment corp et al | 15.88K | 0.01% | 15.88K | $3.63M |
| Universal- beteiligungs- und servicegesellschaft mbh | 15.41K | 0.01% | 15.41K | $3.53M |
Sold Out
| Holder | Change |
|---|---|
| Mai capital management | -1.00 |
| Twin peaks wealth advisors | -1.00 |
| Physician wealth advisors | -1.00 |
| True wealth design | -1.00 |
| Massmutual trust co fsb/adv | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 177 | 41.60% | 4,094,208 | 25.42% | 60 | 2.63% | 131 | 81.94% | 25 | -26.47% |
| Mar 31, 2026 | 124 | 8.77% | 3,261,314 | -1.54% | 48 | 2.47% | 71 | 42.00% | 34 | -24.44% |
| Dec 31, 2025 | 73 | -43.41% | 2,620,748 | -20.82% | 35 | 1.43% | 33 | -55.41% | 29 | -32.56% |
| Sep 30, 2025 | 75 | -29.25% | 2,406,570 | -23.78% | 35 | 1.62% | 41 | -44.59% | 25 | 19.05% |
| Jun 30, 2025 | 112 | 3.70% | 3,358,557 | 19.94% | 50 | 2.79% | 75 | 41.51% | 25 | -39.02% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 90.44K | 3.41% | 15.10K |
| DFA US Small Cap Value I | 584.86K | 2.77% | - |
| iShares Russell 2000 ETF | 277.38K | 1.31% | -3.20K |
| Vanguard MStar Total Stk Mkt Idx Invest | 271.32K | 1.28% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 90.44K | 1.14% | 15.10K |
| DFA US Micro Cap I | 210.23K | 0.99% | - |
| Vanguard US Total Market Shares ETF | 69.35K | 0.97% | - |
| DFA US Targeted Value I | 139.45K | 0.66% | 4.98K |
| Dimensional US Targeted Value ETF | 136.83K | 0.65% | - |
| Avantis US Small Cap Value ETF | 136.38K | 0.65% | 1.13K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 11, 2026 | Flaherty Scott B. | EVP, CFO | Sell | $167.36K |
| Sep 15, 2026 | Flaherty Scott B. | EVP, CFO | Sell | $445.94K |
| Sep 14, 2026 | Flaherty Scott B. | EVP, CFO | Sell | $1.02M |
| Sep 01, 2026 | Willis Austin Chandler | President and CEO | Sell | $808.56K |
| Aug 31, 2026 | WILLIS CHARLES F IV | Executive Chairman | Sell | $21.18K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q4 | - | - |
| 2026 Q3 | 1 | 34 |
| 2026 Q2 | - | 7 |
| 2026 Q1 | - | 36 |
| 2025 Q4 | - | 31 |
WLFC Ownership FAQ
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