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Willis Lease Finance Ownership | Who Owns Willis Lease Finance?

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Willis Lease Finance Ownership Summary

Willis Lease Finance is owned by 37.04% institutional investors, 57.97% insiders, and 5.00% retail investors. Empowered funds is the largest institutional shareholder, holding 0.53% of WLFC shares. DFA US Small Cap Value I is the top mutual fund, with 3.51% of its assets in Willis Lease Finance shares.

WLFC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockWillis Lease Finance37.04%57.97%5.00%
SectorIndustrials Stocks 64.16%10.53%25.31%
IndustryRental & Leasing Service Stocks78.51%9.80%11.69%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Empowered funds34.63K0.53%$7.19M
Ritholtz wealth management2.78K0.04%$576.60K
Precision wealth strategies1.24K0.02%$256.53K
Lakewood asset management1.09K0.02%$226.85K
Harbor capital advisors50.000.00%$10.00K
Fortitude family office15.000.00%$3.11K
Gamma investing3.00-$623.00

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Precision wealth strategies1.24K0.20%$256.53K
Lakewood asset management1.09K0.16%$226.85K
Empowered funds34.63K0.11%$7.19M
Ritholtz wealth management2.78K0.02%$576.60K
Fortitude family office15.000.00%$3.11K
Harbor capital advisors50.000.00%$10.00K
Gamma investing3.000.00%$623.00

Top Buyers

HolderShares% AssetsChange
Empowered funds34.63K0.11%1.62K
Precision wealth strategies1.24K0.20%1.24K
Lakewood asset management1.09K0.16%1.09K
Ritholtz wealth management2.78K0.02%681.00
Fortitude family office15.000.00%15.00

Top Sellers

HolderShares% AssetsChange
Gamma investing3.000.00%3.00
Harbor capital advisors50.000.00%6.00
Fortitude family office15.000.00%15.00
Ritholtz wealth management2.78K0.02%681.00
Lakewood asset management1.09K0.16%1.09K

New Positions

HolderShares% AssetsChangeValue
Precision wealth strategies1.24K0.20%1.24K$256.53K
Lakewood asset management1.09K0.16%1.09K$226.85K
Fortitude family office15.000.00%15.00$3.11K
Gamma investing3.000.00%3.00$623.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20248026.98%2,437,8112.53%372.67%4615.00%2547.06%
Jun 30, 20246326.00%2,377,5935.65%373.00%40135.29%17-10.53%
Mar 31, 2024502.04%2,250,453-0.60%352.73%17-34.62%1935.71%
Dec 31, 2023492.08%2,264,1301.14%352.90%26-3.70%1440.00%
Sep 30, 2023486.67%2,238,5680.76%352.88%27-3.57%10-16.67%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
DFA US Small Cap Value I232.07K3.51%-
iShares Russell 2000 ETF76.58K1.16%-300.00
DFA US Micro Cap I74.92K1.13%-
Vanguard Total Stock Mkt Idx Inv69.35K1.05%-
Vanguard Institutional Extnd Mkt Idx Tr42.19K0.64%952.00
Dimensional US Targeted Value ETF37.01K0.56%-
Bridgeway Omni Small-Cap Value N35.40K0.54%-
Bridgeway Omni Small-Cap Value35.40K0.54%-
EA Bridgeway Omni Small-Cap Value ETF34.59K0.52%48.00
DFA US Small Cap I32.31K0.49%-

Recent Insider Transactions

DateNameRoleActivityValue
Jan 02, 2025Willis Austin Chandler Chief Executive OfficerSell$61.39K
Jan 02, 2025Willis Austin Chandler Chief Executive OfficerSell$60.46K
Jan 02, 2025Willis Austin Chandler Chief Executive OfficerSell$25.07K
Jan 02, 2025Willis Austin Chandler Chief Executive OfficerSell$79.93K
Jan 02, 2025Willis Austin Chandler Chief Executive OfficerSell$71.55K

Insider Transactions Trends

DateBuySell
2024 Q4-41
2024 Q3-46
2024 Q2-32
2024 Q1-58
2023 Q4-74

WLFC Ownership FAQ

Who Owns Willis Lease Finance?

Willis Lease Finance shareholders are primarily institutional investors at 37.04%, followed by 57.97% insiders and 4.99% retail investors. The average institutional ownership in Willis Lease Finance's industry, Rental & Leasing Service Stocks, is 78.51%, which Willis Lease Finance falls below.

Who owns the most shares of Willis Lease Finance?

Willis Lease Finance’s largest shareholders are Empowered funds (34.63K shares, 0.53%), Ritholtz wealth management (2.78K shares, 0.04%), and Precision wealth strategies (1.24K shares, 0.02%). Together, they hold 0.59% of Willis Lease Finance’s total shares outstanding.

Does Blackrock own Willis Lease Finance?

BlackRock is not among the top 10 institutional shareholders of Willis Lease Finance.

Who is Willis Lease Finance’s biggest shareholder by percentage of total assets invested?

Precision wealth strategies is Willis Lease Finance’s biggest shareholder by percentage of total assets invested, with 0.20% of its assets in 1.24K Willis Lease Finance shares, valued at 256.53K$.

Who is the top mutual fund holder of Willis Lease Finance shares?

DFA US Small Cap Value I is the top mutual fund holder of Willis Lease Finance shares, with 3.51% of its total shares outstanding invested in 232.07K Willis Lease Finance shares.

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