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WLFC Institutional Ownership & 13F Holders | SmartMoneyDB

WLFCWILLIS LEASE FIN CORP

COM · CUSIP 970646105

Smart Money Ownership

Of the 9 tracked institutions holding WLFC, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +5.9pt. It's a gauge of who owns the name, not just how many.

Jim Simons

$33.7M · 0.1% of book

PRICE T ROWE ASSOCIATES INC /MD/

$514.0K

+2.7pt

WLFC (WILLIS LEASE FIN CORP) Institutional Ownership Summary

Among the 9 tracked institutional investors we monitor, WLFC (WILLIS LEASE FIN CORP) is held with a combined value of $108.64M across 669,462 shares. The largest holder is BlackRock, Inc. with a position worth $36.51M. 6 funds increased their holdings. 3 funds reduced their position.

Total Institutional Value

$108.64M

Total Shares Held

669,462

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

VANGUARD GROUP INC+8% shares~$1.6M CITADEL ADVISORS LLC+156% shares~$644.7K STATE STREET CORP+3% shares~$308.8K AQR CAPITAL MANAGEMENT LLC+53% shares~$140.7K PRICE T ROWE ASSOCIATES INC /MD/+6% shares~$27.3K

13F Institutional Holders

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BlackRock, Inc.

0.00% of book-4.1%

$36.51M

RENAISSANCE TECHNOLOGIES LLC

MILLENNIUM MANAGEMENT LLC

PRICE T ROWE ASSOCIATES INC /MD/

0.00% of book+5.6%

$514.00K

AQR CAPITAL MANAGEMENT LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$36.51M	214,442	0.00%	-4.1%
2	RENAISSANCE TECHNOLOGIES LLC	$33.68M	197,820	0.05%	-2.4%
3	VANGUARD GROUP INC	$20.95M	154,440	0.00%	+8.3%
4	STATE STREET CORP	$11.34M	66,593	0.00%	+2.8%
5	MILLENNIUM MANAGEMENT LLC	$3.78M	22,172	0.00%	-35.0%
6	CITADEL ADVISORS LLC	$1.06M	6,211	0.00%	+156.2%
7	PRICE T ROWE ASSOCIATES INC /MD/	$514.00K	3,017	0.00%	+5.6%
8	AQR CAPITAL MANAGEMENT LLC	$408.28K	2,398	0.00%	+52.6%
9	FMR LLC	$403.29K	2,369	0.00%	+5.0%

Frequently Asked Questions

Which institutional investors own the most WLFC stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of WLFC with a position worth $36.51M, representing 0.00% of their portfolio. In total, 9 institutional investors hold WLFC with a combined value of $108.64M.

What percentage of WLFC is owned by institutional investors?

Institutional investors hold $108.64M worth of WLFC stock across 9 positions. The largest institutional holder is BlackRock, Inc. with $36.51M in holdings.

What is a 13F filing and why does it matter for WLFC?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For WLFC, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track WLFC institutional moves

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