WLFC
Willis Lease Finance Corporation · Industrials · Rental & Leasing Services
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.8% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 | n/a |
| Q3 2025 | 15 | 0 | 1.08M | $147.62M | n/a | n/a |
| Q2 2025 | 12 | +2 | 930.72K | $132.89M | +2 | n/a |
| Q1 2025 | 7 | +1 | 398.55K | $62.96M | +1 | n/a |
| Q4 2024 | 6 | -1 | 373.14K | $77.45M | +1 | −2 |
| Q3 2024 | 6 | +1 | 339.23K | $50.48M | +2 | −1 |
| Q2 2024 | 5 | n/a | 332.32K | $23.03M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 233.40K | -2.5% | $32.00M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 216.28K | -11.7% | $29.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 3 | The Vanguard Group ✦ (passive) | 142.64K | -23.6% | $19.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | Morgan Stanley ✦ | 113.49K | n/a | $15.56M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 5 | Two Sigma Investments ✦ | 101.39K | +9.8% | $13.90M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 72.50K | -12.2% | $9.94M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 66.01K | +1498.3% | $9.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (passive) | 65.01K | -2.9% | $8.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 25.91K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 10 | Goldman Sachs Group ✦ | 15.34K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Point72 Asset Management ✦ | 11.60K | +222.2% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 6.77K | +109.8% | $928,648 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 2.62K | -10.0% | $360,000 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 2.16K | -5.0% | $295,588 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | AQR Capital Management ✦ | 1.67K | +7.3% | $229,490 | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
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 · 8.33K sh · $445,941
Officer · 18.70K sh · $1.02M
Officer · 2.98K sh · $167,360
Officer, Director, 10% owner · 15.60K sh · $859,777
Officer, Director, 10% owner · 113 sh · $6,334
Officer, Director, 10% owner · 11.29K sh · $615,110
Officer · 3.54K sh · $200,894
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology