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Willis Lease Finance
WLFC

125 hedge funds and large institutions have $556M invested in Willis Lease Finance in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

25% more capital invested

Capital invested by funds: $445M → $556M (+$110M)

11% more funds holding

Funds holding: 113 → 125 (+12)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.1% less ownership

Funds ownership: 48.2% → 48.1% (-0.1%)

Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
45
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$14.4M
2
EF
Empowered Funds
Pennsylvania
+$5M
3
LSV Asset Management
LSV Asset Management
Illinois
+$3.81M
4
First Trust Advisors
First Trust Advisors
Illinois
+$3.15M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3M

Top Sellers

1
BCA
Buckley Capital Advisors
Florida
-$8.52M
2
UBS Group
UBS Group
Switzerland
-$4.1M
3
Goldman Sachs
Goldman Sachs
New York
-$3.27M
4
Jane Street
Jane Street
New York
-$3.05M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MI
1
M3F Inc
Utah
$115M – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$90.4M -$205K -1,138 -0.2%
BlackRock
3
BlackRock
New York
$36.5M -$1.64M -9,111 -4%
Renaissance Technologies
4
Renaissance Technologies
New York
$33.7M -$861K -4,777 -2%
Two Sigma Investments
5
Two Sigma Investments
New York
$28.3M +$14.4M +79,779 +92%
VCM
6
Vanguard Capital Management
Pennsylvania
$19.1M +$20.2M +112,127 New
RC
7
RBF Capital
California
$18.3M – – –
FTIA
8
Four Tree Island Advisory
New Hampshire
$17.9M +$570K +3,162 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$13M +$516K +2,859 +4%
State Street
10
State Street
Massachusetts
$11.3M +$328K +1,821 +3%
Bank of America
11
Bank of America
North Carolina
$9.11M +$2.48M +13,731 +35%
BCM
12
Bridgeway Capital Management
Texas
$8.39M – – –
Morgan Stanley
13
Morgan Stanley
New York
$8.21M +$256K +1,420 +3%
PHS
14
Pekin Hardy Strauss
Illinois
$7.66M +$1.41M +7,826 +21%
DA
15
Denali Advisors
California
$6.97M +$1.35M +7,500 +22%
BCA
16
Buckley Capital Advisors
Florida
$6.68M -$8.52M -47,274 -55%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$6.54M +$3M +16,633 +76%
UBS Group
18
UBS Group
Switzerland
$6.31M -$4.1M -22,746 -38%
First Trust Advisors
19
First Trust Advisors
Illinois
$6.17M +$3.15M +17,484 +93%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.82M +$14.8K +82 +0.2%
Northern Trust
21
Northern Trust
Illinois
$5.47M +$217K +1,204 +4%
LSV Asset Management
22
LSV Asset Management
Illinois
$5.44M +$3.81M +21,157 +196%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$5.19M -$237K -1,312 -4%
EF
24
Empowered Funds
Pennsylvania
$4.73M +$5M +27,753 New
Charles Schwab
25
Charles Schwab
California
$4.25M +$117K +648 +3%
1
2 3 4 5

WLFC Hedge Fund Activity: Q1 2026 in Review

125 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Willis Lease Finance (WLFC) for Q1 2026, worth a combined $556M — up 25% from $445M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WLFC positions and 14 closed out — a net gain of 14 holders — while 45 added to existing stakes and 33 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $14.4M. The largest seller was Buckley Capital Advisors, cutting an estimated $8.52M.

  • 125 institutional investors held Willis Lease Finance (WLFC) as of Q1 2026, up from 113 in Q4 2025.
  • Funds reported $556M of Willis Lease Finance stock for Q1 2026, up 25% quarter-over-quarter.
  • 28 funds opened new Willis Lease Finance positions in Q1 2026 and 14 closed out, a net change of +14 holders.
  • The largest Willis Lease Finance buyer in Q1 2026 was Two Sigma Investments, an estimated $14.4M added.
  • The largest Willis Lease Finance seller in Q1 2026 was Buckley Capital Advisors, an estimated $8.52M sold.

Based on aggregated 13F filings for Q1 2026.