Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Willis Lease Fin Corp (WLFC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — WLFC

Based on 122 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (95% of max)

95% of all-time peak
122 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.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

68 buying51 selling
Last quarter: 68 funds bought or added vs 51 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new WLFC position: 25 → 32 → 18 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 26% medium ■ 29% new
55 out of 122 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.
📊

Peak discovery — momentum slowing

19 → 25 → 32 → 18 → 25 new funds/Q
New funds entering each quarter: 25 → 32 → 18 → 25. WLFC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 49% veterans vs 33% newcomers

■ 49% veterans ■ 18% 1-2yr ■ 33% new
Entry-cohort mix of 122 holders: 60 (49%) are 2+ year veterans, 22 entered 1–2 years ago, and 40 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
41 of 122 holders are among the 100 largest funds by AUM, controlling 41% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — WLFC

In 2026 Q1, 68 hedge funds were net buyers of WLFC (25 opened a new position, 43 added to an existing one), while 51 reduced or exited (34 trimmed, 17 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 41% of total institutional value in WLFC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 122.

Hedge Fund Ownership: WLFC

How many hedge funds hold WLFC — quarterly history vs. share price
Quarterly hedge fund ownership of WLFC vs. share price

Market Analysis: WLFC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WLFC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Willis Lease Fin Corp (WLFC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WLFC has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
WLFC
+21.2%
XLI
+11.9%

WLFC outperformed XLI by +9.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
WLFC
+14.7%
XLI
+5.5%

Since the filing became public, WLFC outperformed XLI by +9.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 4 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: WLFC
121 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 121 114 6.14%
13F Shares 3M 3M 4.84%
Total Value $453M $449M 1.0%
New Positions 24 18 +6
Increased Positions 43 32 +11
Closed Positions 17 32 -15
Reduced Positions 34 46 -12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WLFC

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Institutional Holders (2026 Q1)

121 + 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:
Top 25 WLFC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Four Tree Island Advisory LLC 9.06% 105,421 $17.9M
2 Buckley Capital Advisors, LLC 4.80% 39,236 $6.7M
3 Latash Investments, LLC 1.78% 13,500 $2.3M
4 Palisades Investment Partners, LLC 1.49% 22,339 $3.8M
5 RBF Capital, LLC 0.96% 107,711 $18.3M
6 Pekin Hardy Strauss, Inc. 0.80% 44,978 $7.7M
7 Denali Advisors LLC 0.77% 40,952 $7.0M
8 Corsair Capital Management, L.P. 0.46% 18,002 $3.1M
9 Maltese Capital Management LLC 0.34% 10,083 $1.7M
10 EverSource Wealth Advisors, LLC 0.31% 111,204 $10.2M
11 VARCOV Co. 0.20% 3,192 $543K
12 Bridgeway Capital Management, LLC 0.17% 49,274 $8.4M
13 Carlson Capital, L.P. 0.17% 3,100 $528K
14 Diametric Capital, LP 0.16% 3,527 $601K
15 Lakewood Asset Management LLC 0.14% 1,268 $216K
16 Knights of Columbus Asset Advisors LLC 0.14% 14,095 $2.4M
17 Waterloo Capital, L.P. 0.09% 7,589 $1.3M
18 Renaissance Technologies LLC 0.05% 197,820 $33.7M
19 PDT Partners, LLC 0.05% 5,000 $851K
20 Harbor Advisors LLC 0.05% 2,000 $341K
21 Empowered Funds, LLC 0.03% 27,753 $4.7M
22 Two Sigma Advisers, LP 0.03% 103,300 $14.0M
23 Jump Financial, LLC 0.02% 10,868 $1.9M
24 Two Sigma Investments, LP 0.02% 166,311 $28.3M
25 ExodusPoint Capital Management, LP 0.02% 13,891 $2.4M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 57% buying: Last quarter: 68 funds bought or added vs 51 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WLFC holders?

Elite ownership — 41% AUM from top-100 funds: 41 of 122 holders are among the 100 largest funds by AUM, controlling 41% 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?

45% of holders stayed for 2+ years: 55 out of 122 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.

Is it too late to buy Willis Lease Fin Corp (WLFC) following the 2026 Q1 hedge fund 13F filings?

As of today, WLFC has moved +14.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of +9.2%. Since the quarter end (March 31, 2026), WLFC has gained +21.2% vs +11.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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