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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
Osaic Holdings
101
Osaic Holdings
Arizona
$41.7K +$4.87K +27 +12%
AIP
102
Ameritas Investment Partners
Nebraska
$40.5K – – –
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$26.2K – – –
HCA
104
Harbor Capital Advisors
Illinois
$17K +$11.9K +66 +183%
FFA
105
Farther Finance Advisors
California
$15.8K +$180 +1 +1%
SCM
106
Sterling Capital Management
North Carolina
$14.6K -$11.2K -62 -42%
EB
107
Eastern Bank
Massachusetts
$13.8K – – –
LFG
108
Larson Financial Group
Missouri
$11.9K +$1.98K +11 +19%
HI
109
Harbour Investments
Wisconsin
$11.9K +$12.6K +70 New
Jones Financial Companies
110
Jones Financial Companies
Missouri
$11.8K – – –
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$11.7K +$1.44K +8 +13%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$4.43K +$180 +1 +4%
Optiver Holding
113
Optiver Holding
Netherlands
$2.72K -$1.44K -8 -33%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$2.38K +$2.52K +14 New
SHIM
115
Stone House Investment Management
Pennsylvania
$2.04K +$1.08K +6 +100%
Bessemer Group
116
Bessemer Group
New Jersey
$2K +$1.8K +10 New
PA
117
Parallel Advisors
California
$1.7K +$1.8K +10 New
EWA
118
EverSource Wealth Advisors
Alabama
$1.7K +$180 +1 +11%
QCG
119
Quadrant Capital Group
Ohio
$1.02K +$180 +1 +20%
AF
120
Allworth Financial
California
$1.02K +$541 +3 +100%
C
121
Covestor
United Kingdom
$1K -$180 -1 -17%
RFP
122
Root Financial Partners
California
$851 – – –
MCM
123
MAI Capital Management
Ohio
$171 +$180 +1 New
CA
124
CoreCap Advisors
Michigan
$170 – – –
GI
125
GAMMA Investing
California
$170 +$180 +1 New
2 3 4
5
6

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.