2026-09-30
AI summary pending
View Full Filing (SEC EDGAR)Willis Lease Finance CORP
$45.67-4.5%
+$316.4M
Net Activity
+48.42% total shares
Institutions Holding
178
Popularity Rank
#3301
Avg Weight
0.38%
Total Value
$937.8M
178 institutions currently hold WLFC, with 136 net buyers and 35 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
35
Net Buying Institutions
136
Top 5 by Value
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Across its top 20 institutional holders, WLFC's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 36/100).
WLFC ranks #3301 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
WLFC is a disclosed holding of Jim Simons (Renaissance Technologies), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.
WLFC is a top-conviction position for M3F, Inc. — at 35.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
GAMMA Investing LLC has added to its WLFC position for two straight quarters, increasing it by $2.8K to reach $2.9K today.
WLFC is down 4.5% today, but institutions show net buying of $316.4M this quarter — a divergence between today's price move and the underlying institutional flow.
WLFC posted net income of $91.8M over the trailing twelve months.
+$240.3M
Total Buy Value
$24.4M
Total Sell Value
136
Net Buyers
35
Net Sellers
WLFC
Q2 2026
Top 5 Institutional Movers
+$36.2M
+$35.1M
+$32.4M
+$20.9M
+$17.5M
WLFC does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
4
Filings (90d)
$38.34M
Total Est. Value
660K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Scott Flaherty | 2026-09-14 | $1.69M |
| Austin Willis | 2026-09-01 | $808K |
| Charles F Willis IV | 2026-08-17 | $34.76M |
| Austin Willis | 2026-08-03 | $1.09M |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
7
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)Willis Lease Finance Corporation (WLFC) has officially closed its previously announced acquisition of two aircraft-leasing companies—Cayman-based WNG II Aircraft Leasing (Cayman) Ltd. and US-based WNG Aircraft Management 3, LLC—adding a portfolio of 12 commercial jets and 13 spare engines to its books. The deal was signed back on July 10, 2026 with a base price of $379.3 million, but after contractual adjustments for things like rent and maintenance reserves already collected (plus 6.25% annual interest accruing), the adjusted price at closing came to roughly $262.9 million, subject to further moves including releasing a pre-funded $10 million deposit to the sellers, holding back about $1.5 million for nine months, and paying off the target companies' existing credit facility. WLFC also plans to allocate 10 of the acquired engines and 6 of the aircraft to joint-venture subsidiaries or investment vehicles it manages.
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)Willis Lease Finance Corp (WLFC) issued a press release on August 4, 2026, covering its operating results for the three and six months ended June 30, 2026, as well as its financial condition as of that date. The release is attached as Exhibit 99.1 and incorporated by reference. The filing notes that this information is “furnished” rather than “filed,” meaning it isn't formally submitted under SEC rules. The 8-K itself just announces the press release without providing actual financial figures.
View Full Filing (SEC EDGAR)Willis Lease Finance Corp (WLFC) announced on July 29 that its board declared a quarterly cash dividend of $0.133 per share, adjusted for the company's 3-for-1 stock split earlier in the month. Shareholders of record as of August 11 will receive the payment on August 21.
View Full Filing (SEC EDGAR)970646105
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,868
Total reported value
$1.5T
Held by 4868 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,789
Total reported value
$1.2T
Held by 4789 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,716
Total reported value
$473.6B
Held by 4716 institutions — one of the most-tracked stocks on AlphaSMO
Access WLFC's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/WLFCCLI
npx alphasmo stocks get WLFC