Ficha del valor · trimestre archivado
WLFC
Willis Lease Finance Corporation · Industrials · Rental & Leasing Services
62Tenedores rastreados
+2Δ titulares
1.92MAcciones mantenidas
$327.16MValor declarado
+6Nuevas posiciones
−4Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +3.3% ·
flujo de acciones +2.2% ·
nuevas posiciones netas +3.2%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 530.90K | -0.2% | $90.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 214.44K | -4.1% | $36.51M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 3 | Renaissance Technologies ✦ | 197.82K | -2.4% | $33.68M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 166.31K | +92.2% | $28.32M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 112.13K | — | $19.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 76.31K | +3.9% | $13.00M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (pasivo) | 66.59K | +2.8% | $11.34M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 53.51K | +34.5% | $9.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 48.24K | +3.0% | $8.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 10 | Allspring Global Investments… | 38.44K | +76.3% | $6.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 37.08K | -38.0% | $6.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | First Trust Advisors Lp | 36.23K | +93.3% | $6.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 34.16K | +0.2% | $5.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Northern Trust Corp | 32.15K | +3.9% | $5.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Bnp Paribas Financial Markets | 30.48K | -4.1% | $5.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Charles Schwab Investment… | 24.96K | +2.7% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Millennium Management ✦ | 22.17K | -35.0% | $3.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | New York State Common Retirement… | 20.20K | +3.1% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Connor, Clark & Lunn Investment… | 17.73K | 0.0% | $3.02M | 0.0% | Held | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 17.43K | 0.0% | $2.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Goldman Sachs Group ✦ | 14.39K | -55.8% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Qube Research & Technologies Ltd | 12.32K | +95.9% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Raymond James Financial Inc | 9.26K | +214.3% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Franklin Resources Inc | 8.95K | +384.1% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Rhumbline Advisers | 6.81K | -2.9% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 6.68K | Nuevo | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 6.21K | +156.2% | $1.06M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Swiss National Bank | 6.00K | 0.0% | $1.02M | 0.0% | Held | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 5.72K | -74.7% | $973,206 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Invesco Ltd. | 5.52K | +6.2% | $939,664 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 31 | American Century Companies Inc | 5.28K | -17.5% | $899,654 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Jennison Associates Llc | 5.04K | -2.2% | $857,940 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 4.36K | Nuevo | $741,823 | 0.0% | New | 1 | SEC ↗ |
| 34 | Nuveen, LLC | 3.91K | -8.3% | $665,206 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | UBS AM, a distinct business unit of… | 3.39K | -13.5% | $576,841 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Lazard Asset Management Llc | 3.26K | +39.3% | $555,048 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 3.16K | -39.8% | $537,681 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Creative Planning | 3.05K | +21.8% | $519,123 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | T. Rowe Price ✦ | 3.02K | +5.6% | $514,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 40 | California State Teachers… | 2.70K | -0.8% | $459,872 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 2.42K | +12.7% | $411,518 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 2.40K | +52.6% | $408,284 | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 43 | Legal & General Group Plc | 2.38K | -9.3% | $405,559 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 44 | Fidelity (FMR) ✦ | 2.37K | +5.0% | $403,286 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 45 | Susquehanna International Group, Llp | 2.07K | Nuevo | $352,268 | 0.0% | New | 1 | SEC ↗ |
| 46 | Quantinno Capital Management LP | 1.72K | Nuevo | $292,507 | 0.0% | New | 1 | SEC ↗ |
| 47 | Alliancebernstein L.P. | 2.00K | 0.0% | $271,280 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Janus Henderson Group Plc | 1.50K | 0.0% | $254,963 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Manufacturers Life Insurance… | 1.49K | -0.4% | $254,198 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 1.45K | +1.7% | $236,604 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 51 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.32K | +1.5% | $224,913 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Cetera Investment Advisers | 1.29K | Nuevo | $220,148 | 0.0% | New | 1 | SEC ↗ |
| 53 | Royal Bank Of Canada | 1.20K | -6.2% | $204,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 841 | -1.9% | $143,188 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Barclays Plc | 521 | -90.4% | $88,705 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | Citigroup Inc | 297 | -36.1% | $50,567 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 57 | Osaic Holdings, Inc. | 245 | +12.4% | $41,713 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Jones Financial Companies Lllp | 70 | 0.0% | $11,797 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Cwm, Llc | 69 | +13.1% | $11,748 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 26 | +4.0% | $4,427 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Optiver Holding B.V. | 16 | -33.3% | $2,724 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Northwestern Mutual Wealth… | 14 | Nuevo | $2,384 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Ameriprise Financial Inc | $1.14M | 0.0% |
| Bank Of Montreal /Can/ | $741,823 | 0.0% |
| Susquehanna International… | $352,268 | 0.0% |
| Quantinno Capital Management… | $292,507 | 0.0% |
| Cetera Investment Advisers | $220,148 | 0.0% |
| Northwestern Mutual Wealth… | $2,384 | 0.0% |
Posición cerrada
| Canada Pension Plan… | $2.70M | era 0.0% |
| Point72 Asset Management | $1.50M | era 0.0% |
| D. E. Shaw & Co. | $832,423 | era 0.0% |
| Hsbc Holdings Plc | $697,558 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 124 tenedores, 3.37M acciones, $440.14M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Sep 15
Flaherty Scott B.
Officer · 8.33K acc. · $445,941
Sep 14
Flaherty Scott B.
Officer · 18.70K acc. · $1.02M
Sep 11
Flaherty Scott B.
Officer · 2.98K acc. · $167,360
Aug 26
WILLIS CHARLES F IV
Officer, Director, 10% owner · 15.60K acc. · $859,777
Aug 25
WILLIS CHARLES F IV
Officer, Director, 10% owner · 113 acc. · $6,334
Aug 25
WILLIS CHARLES F IV
Officer, Director, 10% owner · 11.29K acc. · $615,110
Aug 14
Dameron Clifton
Officer · 3.54K acc. · $200,894
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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