| 198K |
| $45.2M |
| -0.1% |
| 0.657% |
| 0.06% |
| 4 | TWO SIGMA INVESTMENTS, LP | 192K | $44.0M | +15.7% | 0.639% | 0.03% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 130K | $29.6M | +15.5% | 0.430% | 0.00% |
| 6 | Four Tree Island Advisory LLC | 108K | $24.7M | +2.6% | 0.359% | 8.16% |
| 7 | RBF Capital, LLC | 108K | $24.6M | 0.0% | 0.358% | 1.02% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 94K | $21.5M | +23.1% | 0.312% | 0.00% |
| 9 | Copeland Capital Management, LLC | 91K | $20.9M | — | 0.303% | 0.43% |
| 10 | STATE STREET CORP | 77K | $17.7M | +16.1% | 0.257% | 0.00% |
| 11 | Philadelphia Financial Management of San Francisco, LLC | 73K | $16.6M | — | 0.242% | 3.36% |
| 12 | MORGAN STANLEY | 66K | $15.0M | +36.1% | 0.218% | 0.00% |
| 13 | UBS Group AG | 65K | $15.0M | +76.3% | 0.217% | 0.00% |
| 14 | BNP PARIBAS FINANCIAL MARKETS | 64K | $14.7M | +111.4% | 0.214% | 0.01% |
| 15 | Palisades Investment Partners, LLC | 63K | $14.4M | +182.2% | 0.209% | 4.10% |
| 16 | FIRST TRUST ADVISORS LP | 58K | $13.3M | +61.0% | 0.194% | 0.01% |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 49K | $11.3M | 0.0% | 0.164% | 0.20% |
| 18 | NORTHERN TRUST CORP | 48K | $10.9M | +48.7% | 0.159% | 0.00% |
| 19 | Buckley Capital Advisors, LLC | 46K | $10.5M | +17.1% | 0.153% | 6.51% |
| 20 | BANK OF AMERICA CORP /DE/ | 46K | $10.4M | -14.9% | 0.151% | 0.00% |
| 21 | Pekin Hardy Strauss, Inc. | 42K | $9.7M | -6.1% | 0.140% | 0.85% |
| 22 | DENALI ADVISORS LLC | 38K | $8.8M | -6.1% | 0.128% | 0.89% |
| 23 | Bank of New York Mellon Corp | 37K | $8.5M | +8.7% | 0.123% | 0.00% |
| 24 | CITADEL ADVISORS LLC | 37K | $8.5M | +496.2% | 0.123% | 0.00% |
| 25 | Allspring Global Investments Holdings, LLC | 35K | $8.1M | -7.9% | 0.118% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WLFC — a direct measure of their conviction.
Institutions that fully closed their WLFC position in Q2 2026
| 9.40% |
| +0.05 pp |
| $355M |
| 24% |
| Q4 2024 | 104 | +28% | 9.35% | +1.62 pp | $464M | +69% |
| Q3 2024 | 81 | — | 7.73% | — | $275M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
60 institutions opened new positions in WLFC during Q2 2026, while 12 fully exited. 104 added to existing positions and 6 trimmed.
WLFC institutional ownership rose by 2.92 percentage points quarter-over-quarter, with a net change of +49 holders.
The top 10 institutions account for 57.2% of all reported 13F value in WLFC, and the top 25 account for 81.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Willis Lease Finance Corporation (WLFC) Institutional Ownership