Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in WLFC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 548K | $125.5M | +3.3% | 1.821% | 0.02% |
| 2 | BlackRock, Inc. | 301K | $68.9M | +40.5% | 1.001% | 0.00% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 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.
Filings activity in WLFC during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 175 | +39% | 13.52% | +2.92 pp | $739M | +71% |
| Q1 2026 | 126 | +12% | 10.60% | 0.31 pp | $431M | +22% |
| Q4 2025 | 113 | 12% | 10.91% | 0.29 pp | $354M | 3.6% |
| Q3 2025 | 128 | +12% | 11.20% | 0.23 pp | $367M | 5.9% |
| Q2 2025 | 114 | +4.6% | 11.43% | +2.03 pp | $390M | +9.9% |
| Q1 2025 | 109 | +4.8% | 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.
Quick answers to the most common questions about buying WLFC stock.
Based on Q2 2026 13F filings, institutional ownership of Willis Lease Finance Corporation stands at 13.5%, held across 175 reporting institutions.
DIMENSIONAL FUND ADVISORS LP is the largest reported institutional holder of WLFC, with approximately 548,394 shares worth $0.13B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of WLFC, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for WLFC is 85 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
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