Security record
WLFC
Willis Lease Finance Corporation · Industrials · Rental & Leasing Services
74Tracked holders
+15Δ holders
2.39MShares held
$546.07MReported value
+17New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +25.4% ·
share flow +24.5% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 548.39K | +3.3% | $125.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 548.39K | +3.3% | $125.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 548.39K | +3.3% | $125.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 548.39K | +3.3% | $125.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 548.39K | +3.3% | $125.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 301.28K | +40.5% | $68.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 301.28K | +40.5% | $68.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 301.28K | +40.5% | $68.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 301.28K | +40.5% | $68.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 301.28K | +40.5% | $68.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 301.28K | +40.5% | $68.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 301.28K | +40.5% | $68.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 301.28K | +40.5% | $68.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 301.28K | +40.5% | $68.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 301.28K | +40.5% | $68.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 301.28K | +40.5% | $68.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 301.28K | +40.5% | $68.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 197.70K | -0.1% | $45.23M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 192.35K | +15.7% | $44.01M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 20 | Vanguard Capital Management Llc | 129.52K | +15.5% | $29.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passive) | 93.94K | +23.1% | $21.50M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passive) | 93.94K | +23.1% | $21.50M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passive) | 77.33K | +16.1% | $17.69M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 65.64K | +36.1% | $15.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 65.64K | +36.1% | $15.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 65.64K | +36.1% | $15.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 65.64K | +36.1% | $15.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 65.64K | +36.1% | $15.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 65.64K | +36.1% | $15.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 65.64K | +36.1% | $15.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 65.64K | +36.1% | $15.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 65.64K | +36.1% | $15.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | UBS Group AG | 65.36K | +76.3% | $14.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bnp Paribas Financial Markets | 64.44K | +111.4% | $14.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | First Trust Advisors Lp | 58.31K | +61.0% | $13.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Northern Trust Corp | 47.82K | +48.7% | $10.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Northern Trust Corp | 47.82K | +48.7% | $10.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Northern Trust Corp | 47.82K | +48.7% | $10.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Northern Trust Corp | 47.82K | +48.7% | $10.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 47.82K | +48.7% | $10.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Bank Of America Corp /De/ | 45.56K | -14.9% | $10.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Bank Of America Corp /De/ | 45.56K | -14.9% | $10.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Bank Of America Corp /De/ | 45.56K | -14.9% | $10.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Hrt Financial Lp | 38.15K | New | $8.73M | 0.0% | New | 1 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 37.13K | +8.7% | $8.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 37.13K | +8.7% | $8.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 37.13K | +8.7% | $8.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 37.13K | +8.7% | $8.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Citadel Advisors ✦ | 37.03K | +496.2% | $8.47M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 37.03K | +496.2% | $8.47M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 37.03K | +496.2% | $8.47M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 52 | Allspring Global Investments… | 35.41K | -7.9% | $8.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Charles Schwab Investment… | 27.92K | +11.8% | $6.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | New York State Common Retirement… | 20.70K | +2.5% | $4.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 19.52K | +1244.4% | $4.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 19.52K | +1244.4% | $4.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 19.52K | +1244.4% | $4.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 19.52K | +1244.4% | $4.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 19.52K | +1244.4% | $4.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 19.52K | +1244.4% | $4.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 19.52K | +1244.4% | $4.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 19.52K | +1244.4% | $4.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | Nomura Holdings Inc | 18.97K | New | $4.34M | 0.0% | New | 1 | SEC ↗ |
| 64 | Us Bancorp \De\ | 18.18K | +4.3% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Us Bancorp \De\ | 18.18K | +4.3% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Goldman Sachs Group ✦ | 17.42K | +21.0% | $3.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 67 | Goldman Sachs Group ✦ | 17.42K | +21.0% | $3.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 68 | Connor, Clark & Lunn Investment… | 16.27K | -8.3% | $3.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Nuveen, LLC | 16.08K | +311.5% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Nuveen, LLC | 16.08K | +311.5% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Nuveen, LLC | 16.08K | +311.5% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Nuveen, LLC | 16.08K | +311.5% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Tudor Investment Corp Et Al | 15.88K | New | $3.63M | 0.0% | New | 1 | SEC ↗ |
| 74 | Universal- Beteiligungs- und… | 15.41K | New | $3.53M | 0.0% | New | 1 | SEC ↗ |
| 75 | Point72 Asset Management ✦ | 14.30K | New | $3.27M | 0.0% | New | 1 | SEC ↗ |
| 76 | Envestnet Asset Management Inc | 12.32K | New | $2.82M | 0.0% | New | 1 | SEC ↗ |
| 77 | Franklin Resources Inc | 10.12K | +13.2% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Franklin Resources Inc | 10.12K | +13.2% | $2.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Rhumbline Advisers | 7.93K | +16.6% | $1.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Royal Bank Of Canada | 6.86K | +471.3% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Royal Bank Of Canada | 6.86K | +471.3% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Royal Bank Of Canada | 6.86K | +471.3% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Royal Bank Of Canada | 6.86K | +471.3% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Ameriprise Financial Inc | 6.80K | +1.8% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Ameriprise Financial Inc | 6.80K | +1.8% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Ameriprise Financial Inc | 6.80K | +1.8% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Millennium Management ✦ | 6.70K | -69.8% | $1.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 88 | Millennium Management ✦ | 6.70K | -69.8% | $1.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 89 | American Century Companies Inc | 6.47K | +22.4% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Swiss National Bank | 5.80K | -3.3% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Stifel Financial Corp | 5.79K | New | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 92 | Stifel Financial Corp | 5.79K | New | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 93 | Invesco Ltd. | 5.44K | -1.5% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Invesco Ltd. | 5.44K | -1.5% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Invesco Ltd. | 5.44K | -1.5% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Invesco Ltd. | 5.44K | -1.5% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Invesco Ltd. | 5.44K | -1.5% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Jennison Associates Llc | 4.91K | -2.6% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | LPL Financial LLC | 4.74K | New | $1.08M | 0.0% | New | 1 | SEC ↗ |
| 100 | T. Rowe Price ✦ | 4.26K | +41.3% | $976,000 | 0.0% | ▲ Add | 9 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $8.73M | 0.0% |
| Nomura Holdings Inc | $4.34M | 0.0% |
| Tudor Investment Corp Et Al | $3.63M | 0.0% |
| Universal- Beteiligungs- und… | $3.53M | 0.0% |
| Point72 Asset Management | $3.27M | 0.0% |
| Envestnet Asset Management Inc | $2.82M | 0.0% |
| Stifel Financial Corp | $1.32M | 0.0% |
| Stifel Financial Corp | $1.32M | 0.0% |
| LPL Financial LLC | $1.08M | 0.0% |
Exited
| Qube Research & Technologies… | $2.10M | was 0.0% |
| Jane Street Group, Llc | $973,206 | was 0.0% |
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.
Frequently co-owned
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)
Aug 14
Dameron Clifton
Officer · 3.54K sh · $200,894
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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