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 Q3 2026?

9 institutional investors reported WLFC - WILLIS LEASE FINANCE CORP - Common Stock, $0.01 par value per share for Q3 2026. Use the holders table for investor-level position and value details.

CUSIP: 970646105

Q3 2026 13F Holders as of 30 Sep 2026

Security type / class: Equity / Common Stock, $0.01 par value per share
Total 13F shares: 601,830
Total 13F value: $30,036,566
Share change: +507,944
SEC-reported price per share: $49.91
Number of holders: 9
Value change: +$25,350,551
Number of buys: 9
Number of sells: 1
Shares outstanding: 7,769,535

Security key

970646105

Report period

Q3 2026

Institutions

Top holders

WLFC full security history Ownership snapshot Full 13F holder table Previous quarter: Q2 2026 WILLIS LEASE FINANCE CORP SEC filings WILLIS LEASE FINANCE CORP company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 970646105

Previous quarter: Q2 2026

Recent filing periods:

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025

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

11 Sep 2026

3/4/5 13D/G 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%

Austin C. Willis 32%

Scott B. Flaherty 2.8%

Dean M. Poulakidas 2%

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	3/4/5 13D/G Executive Chairman, Director, 10%+ Owner · WILLIS CHARLES F IV 3/4/5 13D/G	43% from 13D/G	$2,084,809,449 9,236,620 shares mixed-class rows	-$12,789,686	31 Aug 2026
M3 PARTNERS LP	13D/G M3 Funds, LLC 13D/G	9.9%	$91,865,170 677,248 shares	+$9,660,894	31 Dec 2025
Austin C. Willis	3/4/5 President and CEO, Director, 10%+ Owner 3/4/5	32%	$489,906,620 2,449,817 shares mixed-class rows	-$7,572,456	01 Sep 2026
Scott B. Flaherty	3/4/5 EVP, CFO 3/4/5	2.8%	$12,725,436 214,324 shares mixed-class rows	-$1,629,185	11 Sep 2026
Dean M. Poulakidas	3/4/5 EVP, GEN. COUNSEL, SECRETARY 3/4/5	2%	$20,856,900 152,107 shares mixed-class rows	—	14 May 2025
Brian R. Hole	3/4/5 PRESIDENT 3/4/5	1.1%	$7,775,207 89,155 shares	—	30 Jan 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 Q3 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

601,830

Rows available

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 Q3 2026 vs Q2 2026 Across Filers

Q2 2026 holders

174

Q3 2026 holders

Holder diff

-165

Investor	Q2 2026 Shares	Q3 2026 Shares	Share Diff	Share Chg %	Q2 2026 value	Q3 2026 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend