WLFC
Willis Lease Finance Corporation · Industrials · Rental & Leasing Services
Momentum inputs (comparable managers):
holder breadth +16.7% ·
share flow +6.8% ·
net new positions +14.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 74 | +15 | 2.39M | $546.07M | +17 | −2 |
| Q1 2026 | 62 | +2 | 1.92M | $327.16M | +6 | −4 |
| Q4 2025 | 60 | +1 | 1.92M | $260.93M | +1 | — |
| Q3 2025 | 15 | 0 | 1.08M | $147.62M | — | — |
| Q2 2025 | 12 | +2 | 930.72K | $132.89M | +2 | — |
| Q1 2025 | 7 | +1 | 398.55K | $62.96M | +1 | — |
| Q4 2024 | 6 | -1 | 373.14K | $77.45M | +1 | −2 |
| Q3 2024 | 6 | +1 | 339.23K | $50.48M | +2 | −1 |
| Q2 2024 | 5 | — | 332.32K | $23.03M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 237.50K | -0.2% | $37.52M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 70.86K | +5.5% | $11.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 70.86K | +5.5% | $11.20M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 59.06K | +3.1% | $9.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 18.30K | New | $2.89M | 0.0% | New | 1 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 7.66K | +248.4% | $1.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 2.79K | -53.3% | $440,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 2.79K | -53.3% | $440,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 2.79K | -53.3% | $440,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 2.79K | -53.3% | $440,104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 2.38K | -10.8% | $377,000 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $2.89M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 124 holders, 3.37M shares, $440.14M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 3.54K sh · $200,894
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology