DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
WLFC

WILLIS LEASE FIN CORP

131 institutions still hold WILLIS LEASE FIN CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 970646105·131 13F holders·last filed Mar 31, 2026
Market cap
0.6%
vs prior quarter
13F value held
$356M
58.0% inst. owned
of float
Holders
131
+9 QoQ
filers reporting
Activity
+51 / −104
+1,013 added · −775 reduced
this quarter
Concentration
25.36%
DIMENSIONAL FUND ADVISORS LP #1
top holder share
AI Holders Summary · Q1 2026

131 institutions reported WLFC in Q1 2026. DIMENSIONAL FUND ADVISORS LP leads at 25.4% of the visible book. +9 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$90M531K0.02%Q1 2026
02
BlackRock, Inc.
CIK 0002012383
$37M214K0.00%Q1 2026
03
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$34M198K0.05%Q1 2026
04
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$28M166K0.02%Q1 2026
05
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$19M112K0.00%Q1 2026
06
RBF Capital, LLC
CIK 0001134621
$18M108K0.90%Q1 2026
07
Four Tree Island Advisory LLC
CIK 0002048142
$18M105K9.06%Q1 2026
08
TWO SIGMA ADVISERS, LP
CIK 0001478735
$14M103K0.03%Q4 2025
09
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$13M76K0.00%Q1 2026
10
STATE STREET CORP
CIK 0000093751
$11M67K0.00%Q1 2026
11
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M54K0.00%Q1 2026
12
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 0001107261
$8M49K0.17%Q1 2026
13
MORGAN STANLEY
CIK 0000895421
$8M48K0.00%Q1 2026
14
Phase 2 Partners, LLC
CIK 0001841126
$8M37K5.83%Q4 2024
15
Pekin Hardy Strauss, Inc.
CIK 0001020317
$8M45K0.80%Q1 2026
16
DENALI ADVISORS LLC
CIK 0001142941
$7M41K0.78%Q1 2026
17
Buckley Capital Advisors, LLC
CIK 0002111611
$7M39K4.80%Q1 2026
18
Allspring Global Investments Holdings, LLC
CIK 0001890906
$7M38K0.01%Q1 2026
19
UBS Group AG
CIK 0001610520
$6M37K0.00%Q1 2026
20
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$6M36K0.00%Q1 2026
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