WILLIS LEASE FIN CORP COM (WLFC): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

WILLIS LEASE FIN CORP COM (WLFC)

111 + Investors. Track Smart Money conviction in WLFC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — WLFC

Based on 111 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their WLFC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 90% of 3.0Y peak

90% of all-time peak

111 funds currently hold this stock — 90% of the 3.0-year high of 124 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🔴

Heavy selling pressure — only 38% buying

47 buying76 selling

Last quarter: 76 funds sold vs only 47 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 19 → 25 → 30 → 17. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 28% medium ■ 26% new

51 out of 111 hedge funds have held WLFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~17 new funds/quarter

30 → 19 → 25 → 30 → 17 new funds/Q

New funds entering each quarter: 19 → 25 → 30 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 14% 1-2yr ■ 33% new

Of 111 current holders: 59 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds

30 of 111 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	111	124	-10.48%
13F Shares	3M	3M	-0.71%
Total Value	$446M	$454M	-1.75%
New Positions	17	30	-13
Increased Positions	30	35	-5
Closed Positions	30	18	+12
Reduced Positions	46	46	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

111

124

-10.48%

13F Shares

-0.71%

Total Value

$446M

$454M

-1.75%

New Positions

-13

Increased Positions

-5

Closed Positions

+12

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

111 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WLFC. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 19 institutional holders of WLFC — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	M3F, Inc.	28.58%	677,248	$115K
2	Palisades Investment Partners, LLC	1.49%	22,339	$3.8M
3	SHIKIAR ASSET MANAGEMENT INC	0.61%	12,470	$2K
4	Lakewood Asset Management LLC	0.14%	1,268	$216K
5	WEDBUSH SECURITIES INC	0.04%	8,685	$1K
6	Brooklyn Investment Group	0.01%	1,184	$202K
7	State of Alaska, Department of Revenue	0.00%	982	—
8	HARBOR CAPITAL ADVISORS, INC.	0.00%	102	—
9	Police & Firemen's Retirement System of New Jersey	0.00%	832	$142K
10	Cambridge Investment Research Advisors, Inc.	0.00%	1,177	—
11	KLP KAPITALFORVALTNING AS	0.00%	700	$119K
12	Stone House Investment Management, LLC	0.00%	12	$2K
13	Sterling Capital Management LLC	0.00%	86	$15K
14	EASTERN BANK	0.00%	81	$14K
15	Farther Finance Advisors, LLC	0.00%	90	$16K
16	NISA INVESTMENT ADVISORS, LLC	0.00%	154	$26K
17	Root Financial Partners, LLC	0.00%	5	—
18	GAMMA Investing LLC	0.00%	1	—
19	CoreCap Advisors, LLC	0.00%	1	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — WILLIS LEASE FIN CORP COM (WLFC)

What does the Smart Money Trend signal show for WLFC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WLFC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WLFC?

Heavy selling pressure — only 38% buying: Last quarter: 76 funds sold vs only 47 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for WLFC holders?

Strong quality — 35% AUM from major funds: 30 of 111 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WLFC?

46% of holders stayed for 2+ years: 51 out of 111 hedge funds have held WLFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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WILLIS LEASE FIN CORP COM (WLFC)

Smart Money Signals — WLFC

Selling streak — 1 quarter in a row

High ownership — 90% of 3.0Y peak

Steady growth — +11% more funds vs a year ago

Heavy selling pressure — only 38% buying

Fewer new buyers each quarter (-13 vs last Q)

46% of holders stayed for 2+ years

Steady discovery — ~17 new funds/quarter

Deep conviction — 53% of holders stayed 2+ years

Strong quality — 35% AUM from major funds

Hedge Fund Ownership: WLFC

Market Analysis: WLFC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WLFC

Hedge Fund Positioning: WLFC

Statistics: WLFC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — WILLIS LEASE FIN CORP COM (WLFC)

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