Willis Lease Finance Corporation

NasdaqGM:WLFC Stock Report

Market Cap: US$1.4b

Willis Lease Finance Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:WLFC Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
19 Nov 24SellUS$143,838Rae McKeatingIndividual750US$194.32
12 Nov 24SellUS$1,000,950Scott FlahertyIndividual5,000US$200.19
08 Nov 24SellUS$2,040,200Scott FlahertyIndividual10,000US$204.02
08 Nov 24SellUS$4,066,200Brian HoleIndividual20,000US$203.31
08 Nov 24SellUS$10,246,906Charles WillisIndividual50,664US$228.53
08 Nov 24SellUS$8,299Charles WillisIndividual36US$230.53
05 Sep 24SellUS$9,902Robert KeadyIndividual99US$100.02
04 Sep 24SellUS$307,265Robert KeadyIndividual3,004US$102.29
30 Aug 24SellUS$126,024Brian HoleIndividual1,187US$106.17
30 Aug 24SellUS$291,089Robert KeadyIndividual2,756US$106.66
29 Aug 24SellUS$329,682Brian HoleIndividual3,125US$105.84
29 Aug 24SellUS$1,964,826Charles WillisIndividual18,681US$109.80
28 Aug 24SellUS$139,383Robert KeadyIndividual1,286US$109.33
27 Aug 24SellUS$2,324,741Charles WillisIndividual21,254US$111.06
26 Aug 24SellUS$546,719Scott FlahertyIndividual5,000US$109.41
26 Aug 24SellUS$131,597Robert KeadyIndividual1,197US$110.60
23 Aug 24SellUS$7,344Charles WillisIndividual65US$112.98
22 Aug 24SellUS$175,543Robert KeadyIndividual1,600US$111.84
20 Aug 24SellUS$26,440Rae McKeatingIndividual250US$105.76
20 Aug 24SellUS$228,029Robert KeadyIndividual2,163US$107.21
16 Aug 24SellUS$219,407Robert KeadyIndividual2,247US$98.96
14 Aug 24SellUS$381,331Robert KeadyIndividual4,110US$93.28
12 Aug 24SellUS$608,249Robert KeadyIndividual6,652US$92.08
01 Jul 24SellUS$899,739Brian HoleIndividual13,258US$69.76
29 May 24SellUS$1,981,227Charles WillisIndividual30,000US$66.13
28 May 24SellUS$18,146Robert KeadyIndividual275US$66.80
21 May 24SellUS$109,626Robert KeadyIndividual1,668US$67.16
21 May 24SellUS$132,560Rae McKeatingIndividual2,000US$66.28
17 May 24SellUS$43,806Hans HunzikerIndividual673US$65.09
16 May 24SellUS$70,903Robert KeadyIndividual1,100US$64.69
15 May 24SellUS$20,135Hans HunzikerIndividual313US$64.33
14 May 24SellUS$46,891Hans HunzikerIndividual727US$64.57
14 May 24SellUS$40,376Robert KeadyIndividual629US$64.19
13 May 24SellUS$150,458Robert KeadyIndividual2,328US$64.78
10 May 24SellUS$79,987Hans HunzikerIndividual1,287US$63.67
07 May 24SellUS$496,509Scott FlahertyIndividual8,799US$56.47
03 May 24SellUS$354,131Scott FlahertyIndividual6,636US$54.45
19 Apr 24SellUS$5,001Scott FlahertyIndividual100US$50.01
18 Apr 24SellUS$125,981Scott FlahertyIndividual2,500US$50.43
05 Apr 24SellUS$20,032Scott FlahertyIndividual400US$50.08
04 Apr 24SellUS$15,036Scott FlahertyIndividual300US$50.18
28 Mar 24SellUS$10,653Hans HunzikerIndividual215US$49.55
27 Mar 24SellUS$45,414Hans HunzikerIndividual918US$49.49
25 Mar 24SellUS$25,502Hans HunzikerIndividual515US$49.55
21 Mar 24SellUS$42,031Hans HunzikerIndividual852US$49.48
12 Feb 24SellUS$44,518Scott FlahertyIndividual889US$50.11
29 Jan 24SellUS$6,051Scott FlahertyIndividual121US$50.01
25 Jan 24SellUS$12,783Scott FlahertyIndividual255US$50.13

Insider Trading Volume

Insider Buying: WLFC insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of WLFC?
Owner TypeNumber of SharesOwnership Percentage
General Public374,5115.67%
Hedge Funds569,2298.62%
Individual Insiders1,650,22625%
Institutions1,875,49528.4%
Private Companies2,134,14832.3%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3.7%.

Top Shareholders

Top 25 shareholders own 90.59% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
32.3%
CFW Partners, L.P
2,134,148US$450.6m0%no data
13.4%
Charles Willis
884,658US$186.8m-5.9%no data
8.62%
M3F, Inc.
569,229US$120.2m-8.44%30.49%
7.48%
Dimensional Fund Advisors LP
493,972US$104.3m1.31%0.02%
6.13%
Austin Willis
404,843US$85.5m86.4%no data
3.69%
Renaissance Technologies LLC
243,997US$51.5m-0.61%0.07%
2.87%
BlackRock, Inc.
189,557US$40.0m3.02%no data
2.22%
Dean Poulakidas
146,346US$30.9m0%no data
1.86%
The Vanguard Group, Inc.
123,022US$26.0m0.96%no data
1.65%
Bridgeway Capital Management, LLC
108,916US$23.0m17.4%0.36%
1.63%
RBF Capital LLC
107,611US$22.7m0%1.12%
1.23%
Brian Hole
81,164US$17.1m-16%no data
1.14%
Scott Flaherty
74,955US$15.8m-34%no data
1.01%
Geode Capital Management, LLC
67,021US$14.2m2.9%no data
0.88%
Merrill Lynch & Co. Inc., Banking Investments
58,108US$12.3m-2.38%no data
0.79%
Phase 2 Partners, LLC
52,428US$11.1m-25.5%6.33%
0.6%
State Street Global Advisors, Inc.
39,926US$8.4m7.56%no data
0.57%
Eaton Vance Management
37,809US$8.0m0.55%no data
0.45%
Pekin Hardy Strauss, Inc.
29,791US$6.3m0%0.81%
0.43%
Northern Trust Global Investments
28,431US$6.0m-2.58%no data
0.38%
Hans Hunziker
24,994US$5.3m26%no data
0.37%
American Century Investment Management Inc
24,157US$5.1m53,600%no data
0.35%
Charles Schwab Investment Management, Inc.
22,990US$4.9m174%no data
0.27%
Connor, Clark & Lunn Investment Management Ltd.
17,663US$3.7m48%0.02%
0.25%
BNY Asset Management
16,782US$3.5m-15%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/26 07:54
End of Day Share Price 2024/12/26 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Willis Lease Finance Corporation is covered by 2 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John HechtJMP Securities
Tristan Thomas-MartinSidoti & Company, LLC