WLFC
WILLIS LEASE FINANCE CORPMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $91 | $177 | +94% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $92 | $177 | +91% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $92 | $177 | +91% |
| Millennium Management re-entered | Q4 2024(8Q snapshot) | 6Q | $199 | $177 | -11% |
| AQR Capital Management | Q1 2025(8Q snapshot) | 5Q | $194 | $177 | -9% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw | Q1 2026 | Q2 2026 | → $180 | -8% |
| Point72 Asset Management | Q3 2025 | Q2 2026 | → $180 | +11% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at WILLIS LEASE FINANCE CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 28, 2026 — the most recent Form 4 on file — not from today.
- Form 4/Aamend0002030132-26-000004May 28, 2026
- Form 4/Aamend0001578874-26-000004May 28, 2026
- Form 4/Aamend0002050852-26-000006May 28, 2026
- Form 40002030132-26-000002May 27, 2026
- Form 40001578874-26-000002May 27, 2026
- Form 40002050852-26-000004May 27, 2026
- Form 40002070403-26-000011May 18, 2026
- Form 40000905148-26-002097May 5, 2026
- Form 40000905148-26-001549Apr 3, 2026
- Form 40000905148-26-001548Apr 3, 2026
- Form 40001676532-26-000008Apr 3, 2026
- Form 40000905148-26-001487Apr 1, 2026
- Form 40000905148-26-001455Mar 27, 2026
- Form 40000905148-26-001420Mar 23, 2026
- Form 40002050852-26-000002Mar 19, 2026
Fundamentals
XBRL · WILLIS LEASE FINANCE CORPAnnual figures sourced directly from WILLIS LEASE FINANCE CORP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for WILLIS LEASE FINANCE CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 27, 2026
- 8-KMaterial eventMay 18, 2026
- 10-QQuarterly reportMay 5, 2026
- 8-KMaterial eventMay 5, 2026
- DEF 14AProxy statementApr 24, 2026
- 8-KMaterial eventApr 22, 2026
- 8-KMaterial eventMar 31, 2026
- 10-K/AAnnual report (amended)Mar 30, 2026
- 8-KMaterial eventMar 30, 2026
- 10-KAnnual reportMar 10, 2026
- 8-KMaterial eventMar 10, 2026
- 8-KMaterial eventFeb 24, 2026
- 8-KMaterial eventFeb 10, 2026
- 8-KMaterial eventFeb 9, 2026
- 8-KMaterial eventJan 20, 2026
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q1 2026 | Q2 2026 | $196 | $180 | -8% |
| Millennium Management | Q3 2025 | open | $162 | $177 | +9% |
| Point72 Asset Management | Q3 2025 | Q2 2026 | $162 | $180 | +11% |
| Citadel Advisors | Q2 2025 | open | $139 | $177 | +27% |
| AQR Capital Management | Q1 2025 | open | $194 | $177 | -9% |
| Millennium Management | Q4 2024 | Q1 2025 | $199 | $194 | -2% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $92 | $199 | +115% |
| Two Sigma Investments | Q3 2024 | open | $92 | $177 | +91% |
| Renaissance Technologies | Q3 2024 | open | $91 | $177 | +94% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.