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WLFC Willis Lease Fin Corporation

Consumer Discretionary, filed as WILLIS LEASE FIN CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.0%
  • $2.6M
  • 1 new

In 2026 Q2 First Pacific Advisors opened a position in Willis Lease Fin.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (First Pacific Advisors). Not free-float ownership.

  1. First Pacific Advisors New 0.03%

Who owns WLFC

Sorted by value, long equity only, as of 2026 Q2.

History
First Pacific Advisors 0.03% New 0.03% 11,443 $2.6M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by WLFC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All WLFC insider trades
  • $4,302 bought by 1 insider
  • $6.2M sold by 4 insiders outside a trading plan
  • $16.1M sold by 2 insiders under 10b5-1 plans
  1. Scott B. Flaherty CFO
    Sale
    $1.6M 30,000 shares at $54.45 12% of stake
    Traded Sep 11–15 Filed Sep 15
    ↗
  2. Austin Chandler Willis CEO
    Planned sale
    $809K 15,000 shares at $53.90 3.4% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  3. Charles F Willis IV Chair
    Sale
    $21K 400 shares at $52.95 1% of stake
    Traded Aug 31 Filed Sep 2
    ↗
  4. Charles F Willis IV Chair
    Planned sale
    $1.5M 27,000 shares at $54.86 1.1% of stake
    Traded Aug 25–26 Filed Aug 27
    ↗
  5. Charles F Willis IV Chair
    Planned sale
    $2.5M 46,500 shares at $54.53 1.8% of stake
    Traded Aug 20–24 Filed Aug 24
    ↗
  6. Charles F Willis IV Chair
    Planned sale
    $4.5M 78,200 shares at $57.27 3% of stake
    Traded Aug 17–19 Filed Aug 19
    ↗
  7. Clifton Dameron SVP, GC & Corporate Secretary
    Sale
    $201K 3,535 shares at $56.83 8.2% of stake
    Traded Aug 14 Filed Aug 17
    ↗
  8. Austin Chandler Willis CEO
    Planned sale
    $1.1M 15,000 shares at $73.34 3.3% of stake
    Traded Aug 3 Filed Aug 5
    ↗
  9. Scott B. Flaherty CFO
    Buy
    $4,302 148 shares at $29.07 +0.1% to stake
    Traded Jul 31 Filed Aug 3
    ↗
  10. Austin Chandler Willis CEO
    Planned sale
    $1.2M 5,184 shares at $224.07 3.3% of stake
    Traded Jul 1 Filed Jul 6
    ↗
  11. Austin Chandler Willis CEO
    Planned sale
    $655K 3,400 shares at $192.77 2.1% of stake
    Traded May 1 Filed May 5
    ↗
  12. Austin Chandler Willis CEO
    Planned sale
    $590K 3,400 shares at $173.55 1.8% of stake
    Traded Apr 1 Filed Apr 3
    ↗
  13. Charles F Willis IV Chair
    Sale
    $1.5M 9,241 shares at $165.59
    Traded Mar 18–31 Filed Apr 1
    ↗
  14. Charles F Willis IV Chair
    Sale
    $2.7M 15,997 shares at $171.48 1.7% of stake
    Traded Mar 25–27 Filed Mar 27
    ↗
  15. Stephen Francis Jones Director
    Sale
    $98K 587 shares at $167.26 29% of stake
    Traded Mar 17 Filed Mar 19
    ↗

Also filed in the last 12 months, not counted as buying or selling: 15 share withholdings for taxes, 10 stock grants, 4 option exercises, 3 gifts, and 1 sale back to the company.

SEC filings

Recent issuer filings from EDGAR, 22 shown.

Filed Form Detail Links
8-K 5.03,9.01 Filing Doc
8-K 3.02,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.01,7.01,9.01 Filing Doc
8-K 1.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.03,9.01 Filing Doc
8-K 1.01,7.01,9.01 Filing Doc
8-K 8.01 Filing Doc
8-K 5.07,8.01,9.01 Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
8-K 5.07 Filing Doc
DEFA14A Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
424B5 Filing Doc
424B5 Filing Doc
DEFA14A Filing Doc
424B5 Filing Doc

Source: SEC EDGAR submissions, updated 21 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue — $569.22M $730.24M
Net income $43.78M $108.61M $113.76M
Net margin * — 19.1% 15.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $2.65B $3.3B $3.94B
Total equity $438.96M $549.34M $662.14M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $229.74M $284.41M $283.24M
Cash from investing -$92.78M -$764.91M -$256.4M
Cash from financing -$57.94M $444.98M $387.6M
Net change in cash $79.01M -$35.53M $414.44M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.