Willis Lease Fin Corp (WLFC) Hedge Fund Ownership (Q2 2026)

Willis Lease Fin Corp (WLFC)

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

Smart Money Signals — WLFC

Based on 171 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added WLFC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

171 hedge funds hold WLFC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q

+57 new funds entered over the past year (+50% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 77% buying

127 buying39 selling

Last quarter: 127 funds were net buyers (63 opened a brand new position + 64 added to an existing one). Only 39 were sellers (24 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+38 vs last Q)

new funds entering per quarter

Funds opening a new WLFC position: 33 → 18 → 25 → 63. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 36% long-term, 42% new

■ 36% conviction (2yr+) ■ 22% medium ■ 42% new

Of the 171 current holders: 61 (36%) held >2 years, 38 held 1–2 years, and 72 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Value +64% but shares only +38% — price-driven

Value

+64%

+37%

Last quarter: the total dollar value of institutional holdings rose +64%, but actual share count only changed +38%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

25 → 33 → 18 → 25 → 63 new funds/Q

New funds entering each quarter: 33 → 18 → 25 → 63. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

📊

Mixed cohorts — 39% veterans, 43% new entrants

■ 39% veterans ■ 19% 1-2yr ■ 43% new

Of 171 current holders: 66 (39%) held 2+ years, 32 held 1–2 years, 73 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds

47 of 171 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in WLFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — 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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	170	123	38.21%
13F Shares	4M	3M	16.3%
Total Value	$742M	$454M	63.45%
New Positions	63	25	+38
Increased Positions	63	44	+19
Closed Positions	16	16	-
Reduced Positions	24	34	-10
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

170

123

38.21%

13F Shares

16.3%

Total Value

$742M

$454M

63.45%

New Positions

+38

Increased Positions

+19

Closed Positions

Reduced Positions

-10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

170 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 WLFC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Four Tree Island Advisory LLC	8.16%	108,160	$24.7M
2	Buckley Capital Advisors, LLC	6.51%	45,936	$10.5M
3	Palisades Investment Partners, LLC	4.10%	63,039	$14.4M
4	Philadelphia Financial Management of San Francisco, LLC	3.36%	72,763	$16.6M
5	Latash Investments, LLC	2.26%	13,500	$3.1M
6	RBF Capital, LLC	1.02%	107,711	$24.6M
7	Denali Advisors LLC	0.89%	38,450	$8.8M
8	Pekin Hardy Strauss, Inc.	0.85%	42,225	$9.7M
9	Rangeley Capital, LLC	0.84%	4,000	$915K
10	Corsair Capital Management, L.P.	0.54%	18,768	$4.3M
11	Copeland Capital Management, LLC	0.43%	91,232	$20.9M
12	Maltese Capital Management LLC	0.42%	10,083	$2.3M
13	Lakewood Asset Management LLC	0.27%	2,127	$487K
14	Bridgeway Capital Management, LLC	0.20%	49,274	$11.3M
15	Carlson Capital, L.P.	0.19%	4,100	$938K
16	Yorktown Management & Research Co Inc	0.16%	1,125	$257K
17	PDT Partners, LLC	0.10%	8,500	$1.9M
18	Waterloo Capital, L.P.	0.10%	7,683	$1.8M
19	Harbor Advisors LLC	0.09%	3,000	$686K
20	Renaissance Technologies LLC	0.06%	197,697	$45.2M
21	Axq Capital, LP	0.06%	2,457	$562K
22	Empowered Funds, LLC	0.03%	27,753	$6.3M
23	First Pacific Advisors, LP	0.03%	11,443	$2.6M
24	Two Sigma Investments, LP	0.03%	192,346	$44.0M
25	Algert Global LLC	0.03%	11,050	$2.5M

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 (WLFC)

What does the Smart Money Trend signal show for WLFC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added WLFC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WLFC?

More buyers than sellers — 77% buying: Last quarter: 127 funds were net buyers (63 opened a brand new position + 64 added to an existing one). Only 39 were sellers (24 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WLFC holders?

Elite ownership — 56% AUM from top-100 funds: 47 of 171 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in WLFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WLFC?

Mixed — 36% long-term, 42% new: Of the 171 current holders: 61 (36%) held >2 years, 38 held 1–2 years, and 72 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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 (WLFC)

Smart Money Signals — WLFC

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +50% more funds vs a year ago

More buyers than sellers — 77% buying

More new buyers each quarter (+38 vs last Q)

Mixed — 36% long-term, 42% new

Value +64% but shares only +38% — price-driven

Acceleration phase — new buyers rushing in

Mixed cohorts — 39% veterans, 43% new entrants

Elite ownership — 56% AUM from top-100 funds

Institutional Sentiment Summary — WLFC

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 Q2)

Frequently Asked Questions — Willis Lease Fin Corp (WLFC)

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