$WLFC

$38.70 -$0.29 (0.74%) Close

$WLFC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 21.1M shares outstanding

Who owns WLFC?

By type of holder

Institutions 19.2% Insiders 16.7% Everyone else 64.1%

Concentration Top 10 holders own 33.4%

Willis Charles F IV 15.9% · Willis Austin Chandler 4.1%

Institutional ownership

19.2%

+3.8 pts vs last qtr

Institutional holders

172

+47 vs last qtr

Net shares bought

+795.8K

by institutions in Q2 2026

New / sold out

62 / 15

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Copeland Capital Management, LLC NEW +91.2K
BlackRock, Inc. +86.8K

Biggest sellers in Q2 2026

Millennium Management LLC −15.5K
M3F, Inc. −15.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$48.9M

14 notices from 5 people

Shares covered

723.0K

3.42% of the company

Arranged in advance

87%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Charles F Willis IV Officer $39.2M
Austin Willis Ceo $6.76M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+4.6%

+0.50% a year

Each share's claim on the business

−4.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$82.3M vs $151M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years63% 3–5 years3% 1–3 years16% Under 1 year18%

Quarterly turnover

15.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting WLFC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
M M3F, Inc.	662.0K	3.13%	−15.3K (−2.3%)	≤2021	35.9%
Shares held by quarter Peak holding677.2K (Q4'25) Change over 8 quarters+92.8K Share of the company3.130% M3F, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	548.4K	2.59%	+17.5K (+3.3%)	≤2021	0.0%
Shares held by quarter Peak holding555.9K (Q2'25) Change over 8 quarters+54.4K Share of the company2.590% Dimensional Fund Advisors LP's full portfolio →

M3F, Inc.

662.0K

% of company

3.13%

Change vs last qtr

−15.3K (−2.3%)

Held since

≤2021

Dimensional Fund Advisors LP

548.4K

% of company

2.59%

Change vs last qtr

+17.5K (+3.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Willis Lease Finance Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WLFC on Form N-PORT; together they hold 12.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
US U.S. Small Cap Value Portfolio Dfa Investment Dimensions Group Inc	$41.7M	584.9K	2.77%	0.21%	July 31, 2026
IR iShares Russell 2000 ETF iShares Trust	$22.7M	99.1K	0.47%	0.03%	June 30, 2026

U.S. Small Cap Value Portfolio

Dfa Investment Dimensions Group Inc

Position value

$41.7M

% of company

2.77%

% of the fund

0.21%

As of

July 31, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$22.7M

% of company

0.47%

% of the fund

0.03%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Willis Lease Finance Corporation and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
WC Willis Charles F IV 5%+ holder 13D · 43.2%	3.4M	15.89%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company15.890% Disclosed stake13D · 43.2% View the 13D/G filing →
WA Willis Austin Chandler 5%+ holder 13D · 11.2%	869.1K	4.11%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.110% Disclosed stake13D · 11.2% View the 13D/G filing →

Willis Charles F IV

5%+ holder13D · 43.2%

3.4M

% of company

15.89%

Change vs last qtr

—

Held since

—

Willis Austin Chandler

5%+ holder13D · 11.2%

869.1K

% of company

4.11%

Change vs last qtr

—

Held since

—

8 more holders behind a free account

See every insider and 5%+ holder of Willis Lease Finance Corporation.

Comments