Willis Lease Finance Corporation· WLFC

🇺🇸 US · SmallBroad USNASDAQ

Industrials Rental & Leasing Services Website

Price: $55.61
Day: +1.59%
Mkt Cap: $1.18B
52W Range: $38.00 – $81.54
Volume: 485
Beta: 0.72

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 4.3 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 178 institutions hold; 132 added, 25 reduced
Insiders Q3 2026: 1 purchase ($4.3K), 33 sales ($13.3M)

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Willis Lease Finance Corporation

WLFC|Industrials|Rental & Leasing Services

Current price: $56

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

7.5x

vs own 6-quarter average

Seller breadth · Q3 2026

4 sellers

vs 2.3 avg per quarter

Institutional net breadth · Q2 2026

+160

199 adding vs 39 reducing

Institutional ownership · Q2 2026

58.2%

178 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

M3F, INC.

662.0K

+182.2%

DIMENSIONAL FUND ADVISORS LP

548.4K

+198.3%

BLACKROCK, INC.

301.3K

+305.7%

RENAISSANCE TECHNOLOGIES LLC

197.7K

+188.6%

TWO SIGMA INVESTMENTS, LP

192.3K

+233.9%

VANGUARD CAPITAL MANAGEMENT LLC

129.5K

+233.5%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

42 buying46 unchanged12 selling

100 funds held WLFC in Q2 2026, holding 1.2M shares between them, up 9.7% on the quarter.

Largest fund holders

iSHARES TRUST151.9K sh

EA Series Trust27.7K sh

WisdomTree Trust25.6K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Nov 8

Hole Brian Richard

$4.1M

Sale · Nov 8

WILLIS CHARLES F IV

$3.3M

Sale · Nov 8

WILLIS CHARLES F IV

$2.1M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore WLFC on stockoscope.com→

Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

WLFC Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.3/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+20

Institutional Flow

50% weight

+100

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 4.3/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for WLFC

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bullish Signal

Insider buying in Q3 2026

Minor: 1 purchase totaling $4.3K (148 shares)

33 sales totaling $13.3M (220.3K shares)

No prior buying history, this is a new signal

4 different insiders sold this quarter

Buying is rare, only seen in 0 of 15 quarters

Steady selling pace across recent quarters

7.5x

Selling pace

vs own 6-qtr average

Heavy

4.61%

Stake sold

of active insiders' holdings

4 sellers

Seller breadth

vs 2.3 avg per quarter

$4.3K

Insider buying

1 buyer in Q3 2026

Notable Recent Transactions, WLFC

Top 8 highest-value insider trades from the last 8 quarters

Hole Brian Richard

President

Sell

20,000 shares at $203.31

≈19.8% of their stake at the time

Nov 8, 2024$4.07M

WILLIS CHARLES F IV

Executive Chairman

Sell

16,447 shares at $200.05

≈1.8% of their stake at the time

Nov 8, 2024$3.29M

WILLIS CHARLES F IV

Executive Chairman

Sell

10,305 shares at $200.95

≈1.1% of their stake at the time

Nov 8, 2024$2.07M

Flaherty Scott B.

CFO

Sell

10,000 shares at $204.02

≈11.1% of their stake at the time

Nov 8, 2024$2.04M

Flaherty Scott B.

CFO

Sell

8,435 shares at $178.73

≈10.6% of their stake at the time

Mar 25, 2025$1.51M

WILLIS CHARLES F IV

Executive Chairman

Sell

9,448 shares at $155.72

≈1.0% of their stake at the time

Aug 12, 2025$1.47M

Hole Brian Richard

President

Sell

9,142 shares at $150.13

≈9.3% of their stake at the time

Aug 11, 2025$1.37M

WILLIS CHARLES F IV

Executive Chairman

Sell

7,067 shares at $156.51

≈0.7% of their stake at the time

Aug 12, 2025$1.11M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for WLFC

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

58.2% institutional ownership

Strong accumulation: 199 institutions adding vs 39 reducing positions

13F shares increased by 20.3%, a significant shift

Momentum improving from prior quarter

+160

Net breadth

199 adding vs 39 reducing

Strong accumulation

5.10

Add / reduce ratio

in Q2 2026

+53

New − closed

67 initiated, 14 exited

10 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+199 growing-39 shrinkingNet: +160

132

New (67)

Increased (132)

Reduced (25)

Closed (14)

Top Institutional Holders, WLFC

Largest 8 institutional positions by ownership percentage as of Q2 2026

M3F, INC.

662.0K

$151.5M

Ownership

9.40%

+182.2%

DIMENSIONAL FUND ADVISORS LP

548.4K

$125.5M

Ownership

7.79%

+198.3%

BLACKROCK, INC.

301.3K

$68.9M

Ownership

4.28%

+305.7%

RENAISSANCE TECHNOLOGIES LLC

197.7K

$45.2M

Ownership

2.81%

+188.6%

TWO SIGMA INVESTMENTS, LP

192.3K

$44.0M

Ownership

2.73%

+233.9%

VANGUARD CAPITAL MANAGEMENT LLC

129.5K

$29.6M

Ownership

1.84%

+233.5%

FOUR TREE ISLAND ADVISORY LLC

108.2K

$24.7M

Ownership

1.54%

+196.2%

RBF CAPITAL, LLC

107.7K

$24.6M

Ownership

1.53%

+188.7%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 100 ETFs and mutual funds reporting

42 buying12 sellingNet: +30

Buying (42)

Unchanged (46)

Selling (12)

In total, funds bought 119.0K shares and sold 5.0K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bullish

Funds accumulating in Q2 2026

100 ETFs and mutual funds reporting

42 funds buying vs 12 selling

Top Fund Holders, WLFC

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

iSHARES TRUST

151.9K

Weight

0.00%

Jun 30, 2026Increased

EA Series Trust

27.7K

Weight

0.03%

Jun 30, 2026No change

WisdomTree Trust

25.6K

Weight

0.00%

Jun 30, 2026Decreased

BRIDGEWAY FUNDS INC

21.6K

Weight

1.24%

Jun 30, 2026No change

EQ ADVISORS TRUST

10.5K

Weight

0.00%

Jun 30, 2026Increased

RBC FUNDS TRUST

10.1K

Weight

0.00%

Jun 30, 2026No change

JOHN HANCOCK VARIABLE INSURANCE TRUST

1.7K

Weight

0.00%

Jun 30, 2026Increased

NATIONWIDE MUTUAL FUNDS

1.7K

Weight

0.00%

Jul 31, 2026Increased

Willis Lease Finance Corporation· WLFC

Holdings Analysis

Insider Trading Activity

1.3Transaction History500Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings98Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History500Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings98Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights