WLFC

Willis Lease Finance Corp Cross-source read$54.31 0.46%
IndustrialsCUSIP 970646105· EOD Sep 15, 2026

Among active 13F managers last quarter, 23 opened and 18 added, while 13 reduced; the largest holder to move was Renaissance Technologies LLC (−2.4%). Over the last 180 days, 4 insiders sold and 1 insider bought, a net -$18.9M in open-market trades.

Tracked 13F holders
144
53 in Q2 2026 filings
13F value (tracked)
$554.3M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
41 adding · 13 trimming
Insiders · Form 4 open-market, 180d
1 buying · 4 selling · -$18.9M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$54.31 0.46%5Y +50.8%
$14.79$72.33$129.88$187.42$244.9620212022202320242025202653238231624113626314497731205774409545167522314191929208633267221403125343610
Hover for who · click for detailEnd-of-day closing prices52w $53.42 – $239.91

Who owns WLFC?

144 tracked 13F filers · ranked by shares held

144 tracked 13F filers disclose a position in WLFC as of the latest SEC 13F filings, a combined $554.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Dimensional Fund Advisors LP531K
$90.4M
−0.2%
Reduced · −1K sh
Q1 2026
2BlackRock, Inc.301K
$68.9M
+40%
Added · +87K sh
Q2 2026
3Renaissance Technologies LLC198K
$33.7M
−2.4%
Reduced · −5K sh
Q1 2026
4Two Sigma Investments, LP166K
$28.3M
+92%
Added · +80K sh
Q1 2026
5Vanguard Capital Management LLC130K
$29.6M
+16%
Added · +17K sh
Q2 2026
6Four Tree Island Advisory LLC108K
$24.7M
+2.6%
Added · +3K sh
Q2 2026
7Geode Capital Management, LLC94K
$21.5M
+23%
Added · +18K sh
Q2 2026
8Copeland Capital Management, LLC91K
$20.9M
New
+91K sh
Q2 2026
9State Street Corp77K
$17.7M
+16%
Added · +11K sh
Q2 2026
10Palisades Investment Partners, LLC63K
$14.4M
+182%
Added · +41K sh
Q2 2026
11Bank Of America Corp54K
$9.1M
+35%
Added · +14K sh
Q1 2026
12Bridgeway Capital Management, LLC49K
$11.3M
Held
Q2 2026
13Morgan Stanley48K
$8.2M
+3.0%
Added · +1K sh
Q1 2026
14Buckley Capital Advisors, LLC46K
$10.5M
+17%
Added · +7K sh
Q2 2026
15Pekin Hardy Strauss, Inc.42K
$9.7M
−6.1%
Reduced · −3K sh
Q2 2026
16Denali Advisors LLC38K
$8.8M
−6.1%
Reduced · −3K sh
Q2 2026
17UBS Group AG37K
$6.3M
−38%
Reduced · −23K sh
Q1 2026
18Citadel Advisors LLC37K
$8.5M
+496%
Added · +31K sh
Q2 2026
19First Trust Advisors LP36K
$6.2M
+93%
Added · +17K sh
Q1 2026
20Allspring Global Investments Holdings, LLC35K
$8.1M
−7.9%
Reduced · −3K sh
Q2 2026
21Bank of New York Mellon Corp34K
$5.8M
+0.2%
Added · +82 sh
Q1 2026
22Northern Trust Corp32K
$5.5M
+3.9%
Added · +1K sh
Q1 2026
23BNP Paribas Financial Markets30K
$5.2M
−4.1%
Reduced · −1K sh
Q1 2026
24Vanguard Portfolio Management LLC30K
$6.8M
+34%
Added · +8K sh
Q2 2026
25Empowered Funds, LLC28K
$4.7M
New
+28K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is WLFC being bought or sold by institutions?

Last quarter, 23 funds opened a new position in WLFC and 18 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
23
funds took a first position
Added
18
added to an existing position
Reduced
13
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own WLFC also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA76 funds$250.1B
Alphabet Inc-CL AGOOGL74 funds$101.7B
Meta Platforms Inc-Class AMETA74 funds$68.0B
Microsoft CorpMSFT72 funds$150.2B
Amazon.com IncAMZN72 funds$120.3B
Broadcom IncAVGO71 funds$104.0B
Alphabet Inc-CL CGOOG71 funds$83.2B
Eli Lilly & CoLLY71 funds$55.7B
JPMorgan Chase & CoJPM71 funds$35.5B
Chevron CorpCVX70 funds$15.9B
Advanced Micro DevicesAMD69 funds$36.9B
Visa Inc-Class A SharesV68 funds$37.5B

Ranked by how many of WLFC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WLFC.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$4K
1 insider
Sells · 180d
$18.9M
4 insiders
Net · 180d
-$18.9M
61 open-market transactions
DateInsiderRoleActionSharesValue
Sep 15, 2026Flaherty Scott B.EVP, CFOSell (S)8K$446K
Sep 14, 2026Flaherty Scott B.EVP, CFOSell (S)19K$1.0M
Sep 11, 2026Flaherty Scott B.EVP, CFOSell (S)3K$167K
Sep 1, 2026Willis Austin ChandlerPresident and CEO, Director, 10% OwnerSell (S)15K$809K
Aug 31, 2026Willis Charles F IVExecutive Chairman, Director, 10% OwnerSell (S)400$21K
Aug 26, 2026Willis Charles F IVExecutive Chairman, Director, 10% OwnerSell (S)16K$860K
Aug 25, 2026Willis Charles F IVExecutive Chairman, Director, 10% OwnerSell (S)
2 lots, same day
11K$621K
Aug 24, 2026Willis Charles F IVExecutive Chairman, Director, 10% OwnerSell (S)
2 lots, same day
17K$920K
Aug 21, 2026Willis Charles F IVExecutive Chairman, Director, 10% OwnerSell (S)
2 lots, same day
14K$735K
Aug 20, 2026Willis Charles F IVExecutive Chairman, Director, 10% OwnerSell (S)
2 lots, same day
16K$880K
Aug 19, 2026Willis Charles F IVExecutive Chairman, Director, 10% OwnerSell (S)
3 lots, same day
19K$1.1M
Aug 18, 2026Willis Charles F IVExecutive Chairman, Director, 10% OwnerSell (S)
3 lots, same day
28K$1.6M

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
3924
Insiders
Form 4 open-market
14-$18.9M
US House
STOCK Act trades
00$0
Sector rotation
WLFC is in Industrials, which smart money is rotating INTO
+$64.9B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

53 tracked filers in Q2 2026 filingsstill filing
056111Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $171.6M · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
WLFCthis pageStock144 funds$554.3M
970646AA3NOTE 2.500% 5/110 funds$132.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

Keep exploring

Connected entities for WLFC

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Ask your agent what changed in WLFC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WLFC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WLFC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WLFC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.