Institutional Ownership
Willis Lease Fin Corp
CUSIP 970646105COMWLFCQ1 2026
13D / 13G Filings
39
Schedule 13D/13G on record
Beneficial Filers
6
Distinct reporting persons
Largest Stake
44.8%
Max % of class reported
Institutional Holders
118
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
39 filings · latest Feb 4, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 4, 2026 | M3 Funds, LLC | 13G/A | 9.9% | 677.2K | SEC |
| 2 | Nov 18, 2025 | Cfw Partners, L.P. | 13D/A | 44.8% | — | SEC |
| 3 | Nov 14, 2025 | M3 Funds, LLC | 13G/A | 8.9% | 606.0K | SEC |
| 4 | Apr 3, 2025 | Cfw Partners, L.P. | 13D/A | 41.4% | — | SEC |
| 5 | Feb 13, 2025 | M3 Funds, LLC | 13G/A | 7.6% | 504.2K | SEC |
| 6 | Aug 28, 2024 | Willis Charles F IV | 13D/A | 29.8% | 2.13M | SEC |
| 7 | Apr 3, 2024 | Willis Charles F IV | 13D/A | 30.1% | 2.13M | SEC |
| 8 | Feb 14, 2024 | M3 Partners LP | 13G/A | 9.8% | 626.7K | SEC |
| 9 | Feb 9, 2024 | Dimensional Fund Advisors LP | 13G/A | 7.7% | 492.9K | SEC |
| 10 | Nov 17, 2023 | Willis Charles F IV | 13D/A | 31.1% | 2.13M | SEC |
29 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Willis Lease Fin Corp.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Dimensional Fund Advisors LP | 530.9K | $90.39M |
| 2 | Blackrock, Inc. | 214.4K | $36.51M |
| 3 | Renaissance Technologies LLC | 197.8K | $33.68M |
| 4 | Two Sigma Investments, LP | 166.3K | $28.32M |
| 5 | Rbf Capital, LLC | 107.7K | $18.34M |
| 6 | Four Tree Island Advisory LLC | 105.4K | $17.95M |
| 7 | Geode Capital Management, LLC | 76.3K | $13.00M |
| 8 | State Street Corp | 66.6K | $11.34M |
| 9 | Bank Of America Corp /De/ | 53.5K | $9.11M |
| 10 | Bridgeway Capital Management, LLC | 49.3K | $8.39M |