WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share (WLFC)

Q: What does CUSIP 970646105 represent in this 13F holders report?

CUSIP 970646105 is the security identifier for WLFC - WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share used to aggregate holder disclosures.

Q: How many institutions held WLFC - WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share in Q1 2026?

28 institutional investors reported WLFC - WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share for Q1 2026. Use the holders table for investor-level position and value details.

CUSIP: 970646105

Q1 2026 13F Holders as of 31 Mar 2026

Type / Class: Equity / Common Stock, $0.01 par value per share
Shares outstanding: 7,769,535
Total 13F shares: 868,669
Share change: +7,907
Total reported value: $147,899,469
Price per share: $170.26
Number of holders: 28
Value change: +$1,470,338
Number of buys: 14
Number of sells: 8

Quarterly Holders Quick Answers

What is CUSIP 970646105?
CUSIP 970646105 identifies WLFC - WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share in SEC institutional holdings data.

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Previous quarter: Q4 2025

Recent filing periods for CUSIP 970646105:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of WLFC - WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
M3 PARTNERS LP	13D/G	M3 Funds, LLC	9.9%	677,248	$91,865,170	+$9,660,894	31 Dec 2025	13D/G
M3F, Inc.	13F	Company	8.7%	677,248	$91,862,000	—	31 Dec 2025	13F
DIMENSIONAL FUND ADVISORS LP	13F	Company	6.8%	532,041	$72,167,698	—	31 Dec 2025	13F
BlackRock, Inc.	13F	Company	2.9%	223,553	$30,322,728	—	31 Dec 2025	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	2.6%	202,597	$27,480,257	—	31 Dec 2025	13F
VANGUARD GROUP INC	13F	Company	2%	154,440	$20,948,242	—	31 Dec 2025	13F
Dean M. Poulakidas	3/4/5	EVP, GEN. COUNSEL, SECRETARY	2%	152,107 mixed-class rows	$20,856,900	—	14 May 2025	3/4/5
RBF Capital, LLC	13F	Company	1.4%	107,711	$14,609,920	—	31 Dec 2025	13F
TWO SIGMA ADVISERS, LP	13F	Company	1.3%	103,300	$14,011,612	—	31 Dec 2025	13F
Four Tree Island Advisory LLC	13F	Company	1.3%	102,259	$13,870,411	—	31 Dec 2025	13F
TWO SIGMA INVESTMENTS, LP	13F	Company	1.1%	86,532	$11,737,200	—	31 Dec 2025	13F
Buckley Capital Advisors, LLC	13F	Company	1.1%	86,510	$11,734,216	—	31 Dec 2025	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	0.95%	73,452	$9,965,416	—	31 Dec 2025	13F
STATE STREET CORP	13F	Company	0.83%	64,772	$8,785,674	—	31 Dec 2025	13F
UBS Group AG	13F	Company	0.77%	59,821	$8,114,121	—	31 Dec 2025	13F
Brian R. Hole	3/4/5	PRESIDENT	1.1%	89,155	$7,775,207	-$3,490,542	30 Jan 2026	3/4/5
BRIDGEWAY CAPITAL MANAGEMENT, LLC	13F	Company	0.63%	49,274	$6,683,525	—	31 Dec 2025	13F
MORGAN STANLEY	13F	Company	0.6%	46,819	$6,350,694	—	31 Dec 2025	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.51%	39,777	$5,395,353	—	31 Dec 2025	13F
Pekin Hardy Strauss, Inc.	13F	Company	0.48%	37,152	$5,039,297	—	31 Dec 2025	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	0.44%	34,111	$4,626,816	—	31 Dec 2025	13F
Bank of New York Mellon Corp	13F	Company	0.44%	34,074	$4,621,798	—	31 Dec 2025	13F
DENALI ADVISORS LLC	13F	Company	0.43%	33,452	$4,537,429	—	31 Dec 2025	13F
GOLDMAN SACHS GROUP INC	13F	Company	0.42%	32,543	$4,414,133	—	31 Dec 2025	13F
BNP PARIBAS FINANCIAL MARKETS	13F	Company	0.41%	31,797	$4,312,945	—	31 Dec 2025	13F
NORTHERN TRUST CORP	13F	Company	0.4%	30,949	$4,197,922	—	31 Dec 2025	13F
Z. Clifton Dameron IV	3/4/5	SVP, GC & Corporate Secretary	0.19%	14,943 mixed-class rows	$3,795,151	—	16 Mar 2026	3/4/5
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F	Company	0.31%	24,312	$3,297,680	—	31 Dec 2025	13F
JANE STREET GROUP, LLC	13F	Company	0.29%	22,615	$3,067,499	—	31 Dec 2025	13F
Allspring Global Investments Holdings, LLC	13F	Company	0.28%	21,805	$2,957,630	—	31 Dec 2025	13F
Palisades Investment Partners, LLC	13F	Company	0.27%	21,188	$2,873,940	—	31 Dec 2025	13F
Rae Ann McKeating	3/4/5	Director	— class O/S missing	13,250	$2,711,480	—	31 Dec 2024	3/4/5
CANADA PENSION PLAN INVESTMENT BOARD	13F	Company	0.26%	19,900	$2,699,236	—	31 Dec 2025	13F
NEW YORK STATE COMMON RETIREMENT FUND	13F	Company	0.25%	19,605	$2,659,222	—	31 Dec 2025	13F
FIRST TRUST ADVISORS LP	13F	Company	0.24%	18,745	$2,542,571	—	31 Dec 2025	13F
Connor, Clark & Lunn Investment Management Ltd.	13F	Company	0.23%	17,735	$2,405,575	—	31 Dec 2025	13F
US BANCORP \DE\	13F	Company	0.22%	17,430	$2,364,205	—	31 Dec 2025	13F
Jump Financial, LLC	13F	Company	0.2%	15,500	$2,102,420	—	31 Dec 2025	13F
Knights of Columbus Asset Advisors LLC	13F	Company	0.18%	14,102	$1,912,795	—	31 Dec 2025	13F
Latash Investments, LLC	13F	Company	0.17%	13,500	$1,831,140	—	31 Dec 2025	13F
BOOTHBAY FUND MANAGEMENT, LLC	13F	Company	0.15%	12,042	$1,633,377	—	31 Dec 2025	13F
CORSAIR CAPITAL MANAGEMENT, L.P.	13F	Company	0.15%	12,002	$1,627,951	—	31 Dec 2025	13F
Verition Fund Management LLC	13F	Company	0.15%	11,821	$1,603,400	—	31 Dec 2025	13F
ExodusPoint Capital Management, LP	13F	Company	0.15%	11,324	$1,535,987	—	31 Dec 2025	13F
Point72 Asset Management, L.P.	13F	Company	0.14%	11,086	$1,503,705	—	31 Dec 2025	13F
LSV ASSET MANAGEMENT	13F	Company	0.14%	10,780	$1,462,000	—	31 Dec 2025	13F
MALTESE CAPITAL MANAGEMENT LLC	13F	Company	0.13%	10,083	$1,367,658	—	31 Dec 2025	13F
Hans Jorg Hunziker	3/4/5	Previous Director still subject to Form 4 obligations	— class O/S missing	19,842	$1,291,516	—	17 May 2024	3/4/5
Brendan Curran	3/4/5	Director	0.11%	8,872	$1,272,244	—	05 Jun 2025	3/4/5
WEDBUSH SECURITIES INC	13F	Company	0.11%	8,885	$1,205,000	—	31 Dec 2025	13F

Institutional Holders of WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share (WLFC) as of Q1 2026

As of 31 Mar 2026, WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share (WLFC) was held by 28 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 868,669 shares. The largest 10 holders included M3F, Inc., Allspring Global Investments Holdings, LLC, UBS Group AG, Bank of New York Mellon Corp, Palisades Investment Partners, LLC, NEW YORK STATE COMMON RETIREMENT FUND, SHIKIAR ASSET MANAGEMENT INC, WEDBUSH SECURITIES INC, JENNISON ASSOCIATES LLC, and Nuveen, LLC. This page lists 28 institutional shareholders reporting positions in this security for the Q1 2026 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders

114

Q1 2026 holders

Holder diff

-86

Investor	Q4 2025 Shares	Q1 2026 Shares	Share Diff	Share Chg %	Q4 2025 Value $	Q1 2026 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.