Willis Lease Finance Corporation (WLFC) Ownership
WLFC ownership summary
as of October 18, 2026- Institutions
- 60.0% of shares outstanding
- Insiders
- 54.10% of shares outstanding
- Shares outstanding
- 23.9M
- Float
- 9.0M shares available to trade
- Short interest
- 19.73% 1.7M shares short
- Days to cover
- 10.53 short interest down 10.7% vs prior month
- Institutions 60.05%
- Insiders 54.10%
WLFC top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | M3F, Inc. | 9.39% | 662K | $24.9M | −15,250 (−2.3%) | June 30, 2026 |
| 2 | Copeland Capital Management, LLC | 2.73% | 578K | $21.7M | +304,495 (+111.3%) | September 30, 2026 |
| 3 | Dimensional Fund Advisors, Inc. | 7.78% | 548K | $20.6M | +17,491 (+3.3%) | June 30, 2026 |
| 4 | BlackRock Inc | 4.27% | 301K | $11.3M | +86,834 (+40.5%) | June 30, 2026 |
| 5 | Renaissance Technologies Corp | 2.81% | 198K | $7.4M | −123 (−0.1%) | June 30, 2026 |
| 6 | Two Sigma Investments LLC | 2.73% | 192K | $7.2M | +26,035 (+15.7%) | June 30, 2026 |
| 7 | Vanguard Capital Management, LLC | 1.84% | 130K | $4.9M | +17,393 (+15.5%) | June 30, 2026 |
| 8 | Four Tree Island Advisory LLC | 1.53% | 108K | $4.1M | +2,739 (+2.6%) | June 30, 2026 |
| 9 | RBF LLC | 1.53% | 108K | $4.1M | — | June 30, 2026 |
| 10 | LSV Asset Management | 1.42% | 100K | $3.8M | +68,463 (+214.4%) | June 30, 2026 |
| 11 | Geode Capital Management, LLC | 1.33% | 94K | $3.5M | +17,626 (+23.1%) | June 30, 2026 |
| 12 | State Street Corp | 1.10% | 77K | $2.9M | +10,735 (+16.1%) | June 30, 2026 |
| 13 | Philadelphia Financial Mgmt Of San Franc | 1.03% | 73K | $2.7M | +72,763 (0.0%) | June 30, 2026 |
| 14 | Morgan Stanley - Brokerage Accounts | 0.93% | 66K | $2.5M | +17,404 (+36.1%) | June 30, 2026 |
| 15 | UBS Group AG | 0.93% | 65K | $2.5M | +28,285 (+76.3%) | June 30, 2026 |
| 16 | BNP Paribas Arbitrage, SA | 0.91% | 64K | $2.4M | +33,958 (+111.4%) | June 30, 2026 |
| 17 | Palisades Investment Partners, LLC | 0.89% | 63K | $2.4M | +40,700 (+182.2%) | June 30, 2026 |
| 18 | First Trust Advisors L.P. | 0.83% | 58K | $2.2M | +22,080 (+60.9%) | June 30, 2026 |
| 19 | Bridgeway Capital Management, LLC | 0.70% | 49K | $1.9M | — | June 30, 2026 |
| 20 | Northern Trust Corp | 0.68% | 48K | $1.8M | +15,664 (+48.7%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 16 holders added 783K shares and 2 cut 15K.
WLFC top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | DFA US Small Cap Value I | 2.77% | 585K | $22.0M | — | August 31, 2026 |
| 2 | iShares Russell 2000 ETF | 1.31% | 277K | $10.4M | −3,200 (−1.1%) | September 30, 2026 |
| 3 | Vanguard MStar Total Stk Mkt Idx Invest | 1.28% | 271K | $10.2M | — | August 31, 2026 |
| 4 | DFA US Micro Cap I | 0.99% | 210K | $7.9M | — | August 31, 2026 |
| 5 | DFA US Targeted Value I | 0.66% | 139K | $5.2M | +4,980 (+3.7%) | August 31, 2026 |
| 6 | Dimensional US Targeted Value ETF | 0.65% | 137K | $5.1M | — | September 30, 2026 |
| 7 | Avantis US Small Cap Value ETF | 0.65% | 136K | $5.1M | +1,128 (+0.8%) | September 30, 2026 |
| 8 | First Trust Small Cap Gr AlphaDEX® ETF | 0.60% | 126K | $4.7M | +223 (+0.2%) | September 30, 2026 |
| 9 | Fidelity Small Cap Index | 0.59% | 125K | $4.7M | +1,051 (+0.8%) | July 31, 2026 |
| 10 | Dimensional US Small Cap Value ETF | 0.47% | 99K | $3.7M | +86 (+0.1%) | September 24, 2026 |
| 11 | DFA US Small Cap I | 0.45% | 96K | $3.6M | — | August 31, 2026 |
| 12 | EA Bridgeway Omni Small-Cap Value ETF | 0.39% | 83K | $3.1M | — | September 30, 2026 |
| 13 | Dimensional US Small Cap ETF | 0.39% | 82K | $3.1M | — | September 30, 2026 |
| 14 | iShares Russell 2000 Growth ETF | 0.31% | 65K | $2.4M | −82 (−0.1%) | September 30, 2026 |
| 15 | Vanguard Russell 2000 ETF | 0.29% | 62K | $2.3M | −3,745 (−5.7%) | September 30, 2026 |
| 16 | First Trust Small Cap Core AlphaDEX® ETF | 0.28% | 59K | $2.2M | — | September 30, 2026 |
| 17 | Schwab US Small-Cap ETF™ | 0.27% | 58K | $2.2M | +36 (+0.1%) | September 30, 2026 |
| 18 | WisdomTree US SmallCap Dividend ETF | 0.27% | 56K | $2.1M | — | September 30, 2026 |
| 19 | Dimensional US Core Equity 2 ETF | 0.23% | 49K | $1.9M | — | September 30, 2026 |
| 20 | Fidelity Extended Market Index | 0.22% | 46K | $1.7M | −699 (−1.5%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
WLFC insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-01 | Austin Chandler Willis | Sell | $173.55 | 3,400 | $590,070 |
| 2026-03-27 | Charles F Iv Willis | Sell | $170.09 | 9,727 | $1.7M |
| 2026-03-26 | Charles F Iv Willis | Sell | $172.17 | 4,270 | $735,166 |
| 2026-03-25 | Charles F Iv Willis | Sell | $176.74 | 2,000 | $353,480 |
| 2026-02-02 | Austin Chandler Willis | Sell | $185.74 | 3,400 | $631,516 |
| 2026-01-02 | Austin Chandler Willis | Sell | $133.31 | 3,400 | $453,254 |
| 2025-12-02 | Austin Chandler Willis | Sell | $120.33 | 2,813 | $338,488 |
| 2025-12-02 | Austin Chandler Willis | Sell | $120.33 | 2,232 | $268,577 |
| 2025-12-01 | Austin Chandler Willis | Sell | $120.46 | 587 | $70,710 |
| 2025-12-01 | Austin Chandler Willis | Sell | $120.46 | 468 | $56,375 |
| 2025-11-03 | Austin Chandler Willis | Sell | $126.52 | 3,400 | $430,168 |
| 2025-11-03 | Austin Chandler Willis | Sell | $126.52 | 2,700 | $341,604 |
| 2025-09-02 | Austin Chandler Willis | Sell | $145.15 | 3,400 | $493,510 |
| 2025-09-02 | Austin Chandler Willis | Sell | $145.15 | 2,700 | $391,905 |
| 2025-08-12 | Charles F Iv Willis | Sell | $155.02 | 30,000 | $4.7M |
| 2025-08-11 | Brian Richard Hole | Sell | $150.13 | 9,142 | $1.4M |
| 2025-08-08 | Brian Richard Hole | Sell | $150.17 | 600 | $90,102 |
| 2025-08-07 | Brian Richard Hole | Sell | $150.00 | 120 | $18,000 |
| 2025-08-06 | Brian Richard Hole | Sell | $150.51 | 1,296 | $195,061 |
| 2025-07-01 | Austin Chandler Willis | Sell | $140.01 | 3,450 | $483,034 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
WLFC shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns WLFC
Institutional investors own 60.0% of Willis Lease Finance's shares and insiders 54.10%. The largest holder is M3F, Inc. with 9.39% of the shares (662K), as of June 30, 2026. Among the top 20 institutions, 16 added shares and 2 reduced their stake in the latest filings. Short interest is 19.73% of the float, or 10.53 days of average trading volume. The share count fell 12.2% since 2014.
Related: WLFC analyst forecast, WLFC key metrics, WLFC dividend history. See the WLFC stock overview for the latest quote and news.
WLFC ownership FAQ
Who owns the most Willis Lease Finance stock?
The largest shareholders of Willis Lease Finance are M3F, Inc. (9.39%), Copeland Capital Management, LLC (2.73%), Dimensional Fund Advisors, Inc. (7.78%), BlackRock Inc (4.27%), Renaissance Technologies Corp (2.81%).
What percentage of Willis Lease Finance is owned by institutions?
Institutions hold 60.0% of Willis Lease Finance's shares outstanding; insiders hold 54.10%.
Which funds own Willis Lease Finance?
The largest fund holders of Willis Lease Finance are DFA US Small Cap Value I (2.77%), iShares Russell 2000 ETF (1.31%), Vanguard MStar Total Stk Mkt Idx Invest (1.28%), DFA US Micro Cap I (0.99%), DFA US Targeted Value I (0.66%).
What is Willis Lease Finance's short interest?
1.7M shares of Willis Lease Finance were sold short, 19.73% of the float; at the average daily volume it would take 10.53 days to cover.
Are insiders buying or selling Willis Lease Finance?
Of the latest 20 reported insider transactions in Willis Lease Finance (since July 1, 2025), 0 were purchases and 20 were sales.
How many shares of Willis Lease Finance are outstanding?
Willis Lease Finance has 23.9M shares outstanding, of which 9.0M are in the public float.