DOSSIER · 13F Holders · Q2 2026
WLFC 2.5 05/15/31

WILLIS LEASE FIN CORP

21 institutions still hold WILLIS LEASE FIN CORP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 970646AA3·21 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$196M
visible holders
Holders
21
filers reporting
Concentration
19.79%
Polar Asset Management Partners Inc. #1
top holder share
AI Holders Summary · Q2 2026

21 institutions reported WLFC 2.5 05/15/31 in Q2 2026. Polar Asset Management Partners Inc. leads at 19.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Polar Asset Management Partners Inc.
CIK 0001326389
$39M35.0M0.64%Q2 2026
02
CITADEL ADVISORS LLC
CIK 0001423053
$30M27.5M0.00%Q2 2026
03
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$20M18.0M0.01%Q2 2026
04
Context Capital Management, LLC
CIK 0001301396
$18M17.0M0.36%Q2 2026
05
Jump Financial, LLC
CIK 0001831577
$18M17.0M0.15%Q2 2026
06
MOORE CAPITAL MANAGEMENT, LP
CIK 0001448574
$11M10.5M0.17%Q2 2026
07
Aequim Alternative Investments LP
CIK 0001728201
$11M10.0M0.17%Q2 2026
08
AMERIPRISE FINANCIAL INC
CIK 0000820027
$9M7.9M0.00%Q2 2026
09
WHITEBOX ADVISORS LLC
CIK 0001257391
$8M7.0M0.10%Q2 2026
10
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$5M5.0M0.01%Q2 2026
11
Walleye Capital LLC
CIK 0001758720
$5M5.0M0.02%Q2 2026
12
NOMURA HOLDINGS INC
CIK 0001163653
$4M19K0.01%Q2 2026
13
SHENKMAN CAPITAL MANAGEMENT INC
CIK 0001275228
$4M3.6M0.56%Q2 2026
14
BlueCrest Capital Management Ltd
CIK 0001610880
$3M2.5M0.09%Q2 2026
15
Ghisallo Capital Management LLC
CIK 0001825214
$3M2.5M0.05%Q2 2026
16
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$3M2.3M0.06%Q2 2026
17
DEUTSCHE BANK AG\
CIK 0000948046
$2M2.0M0.00%Q2 2026
18
Nuveen, LLC
CIK 0001871926
$2M2.0M0.00%Q2 2026
19
MORGAN STANLEY
CIK 0000895421
$812K750K0.00%Q2 2026
20
Kohlberg Kravis Roberts & Co. L.P.
CIK 0001399770
$272K250K0.00%Q2 2026
Page 1 of 2
1 more holders available. Log in →