Security key
970646105
WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share (WLFC)
CUSIP: 970646105
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / Common Stock, $0.01 par value per share
- Total 13F shares
- 2
- Total 13F value
- $458
- Share change
- -79
- SEC-reported price per share
- $229.00
- Number of holders
- 1
- Value change
- -$13,333
- Number of buys
- 1
- Number of sells
- 1
- Shares outstanding
- 7,769,535
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
1
Top holders
2
WLFC full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
WILLIS LEASE FINANCE CORP SEC filings
WILLIS LEASE FINANCE CORP company facts
Broader feeds
Reporting periods
Holder history for CUSIP 970646105
Recent filing periods:
Ownership snapshot
Top reported holders 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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Charles F. Willis IV
Disclosed value leader
Charles F. Willis IV
Comparable rows
15/15
Latest evidence
26 May 2026
13D/G
3/4/5
13F
Lead comparable stake: 43%
13D/G row: Charles F. Willis IV
Showing 1-6 of 15 holder rows.
Quick read
Charles F. Willis IV leads the comparable SEC ownership view at 43%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Charles F. Willis IV's linked filing trail.
Comparable ownership
Top 5
Charles F. Willis IV
43%
M3 PARTNERS LP
9.9%
Dean M. Poulakidas
2%
Brian R. Hole
1.1%
Scott B. Flaherty
1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Charles F. Willis IV |
13D/G
3/4/5
WILLIS CHARLES F IV · Executive Chairman, Director, 10%+ Owner
|
43%
|
$650,912,231
3,359,547 shares
|
-$12,812,494 | 01 Apr 2026 |
| M3 PARTNERS LP |
13D/G
M3 Funds, LLC
|
9.9%
|
$91,865,170
677,248 shares
|
+$9,660,894 | 31 Dec 2025 |
| Dean M. Poulakidas |
3/4/5
EVP, GEN. COUNSEL, SECRETARY
|
2%
|
$20,856,900
152,107 shares
mixed-class rows
|
— | 14 May 2025 |
| Brian R. Hole |
3/4/5
PRESIDENT
|
1.1%
|
$7,775,207
89,155 shares
|
-$1,675,651 | 30 Jan 2026 |
| Scott B. Flaherty |
3/4/5
EVP, CFO
|
1%
|
$12,286,253
81,392 shares
mixed-class rows
|
— | 01 Apr 2026 |
| Z. Clifton Dameron IV |
3/4/5
SVP, GC & Corporate Secretary
|
0.18%
|
$3,339,941
14,331 shares
mixed-class rows
|
— | 15 May 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1
Shares
2
Rows available
1
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
125
Q2 2026 holders
1
Holder diff
-124
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend