WLFC at a glance
WILLIS LEASE FINANCE CORP (WLFC, SEC CIK 1018164) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 30, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), WILLIS LEASE FINANCE CORP (WLFC) reported revenue of $730.2 million (up 28.3% from FY2024) and net income of $113.8 million. Diluted EPS was $15.39.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding WILLIS LEASE FINANCE CORP (WLFC) shares worth $415.9 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Flaherty Scott B. on September 15, 2026 of 8,326 shares at $53.56 per share.
- In the last 90 days, WLFC insiders reported 1 open-market purchase ($4K) and 26 open-market sales ($12.3M) on Form 4, a net sale of $12.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $730.2M
- +28.3% vs prior year
- Insiders · 90 days
- 1 buy · 26 sells
- Net −$12.3M
- 13F holders
- 30 funds
- $415.9M · +4 vs prior quarter
- Latest 8-K
- Sep 30, 2026
- Item 5.03
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk-factors section provided; supplied text covers Items 2–6 rather than quarterly risk disclosures
- New convertible debt: 2.50% Convertible Senior Notes due 2031 issued May 18, 2026
- Revolving credit facility amended May 18, 2026, creating potential covenant and refinancing exposure
- Executive Chairman trading plan permits sales of up to 600,000 shares through November 30, 2026
- Repurchase authorization retains $39.595 million capacity through December 31, 2026
AI summary of the WLFC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- September 16, 2024 Series A preferred-stock designation nullified due to signer-name and prior-filing-date errors
- September 17, 2024 amended Series A designation remains valid and unaffected
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- DBJ purchased 1,750,000 Series B preferred shares for $35 million at $20 per share
- Series B pays an 8.09% annual dividend, creating approximately $2.8 million in annual preferred dividends before the split
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Series B Preferred Stock private placement relying on Securities Act Section 4(a)(2) exemption
- DBJ representations supported the exemption, with no general solicitation or advertising
Item 3.02: Unregistered Sales of Equity Securities
- Private placement to DBJ: 1.75 million Series B preferred shares at $20 per share
- Expected gross proceeds of approximately $35 million before offering fees and expenses
Item 7.01: Regulation FD Disclosure
- CEO Austin C. Willis scheduled to present at Deutsche Bank’s 16th Annual Aviation Forum on September 8, 2026
- Investor presentation furnished under Regulation FD and attached as Exhibit 99.1
AI summaries of WLFC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WLFC
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Dameron Clifton | F | Oct 1, 2026 | 1,420 | $47.80 |
| Flaherty Scott B. | Sell | Sep 15, 2026 | 8,326 | $53.56 |
| Flaherty Scott B. | Sell | Sep 14, 2026 | 18,695 | $54.57 |
| Flaherty Scott B. | Sell | Sep 11, 2026 | 2,979 | $56.18 |
| Willis Austin Chandler | Sell | Sep 1, 2026 | 15,000 | $53.90 |
| WILLIS CHARLES F IV | Sell | Aug 31, 2026 | 400 | $52.95 |
| WILLIS CHARLES F IV | Sell | Aug 26, 2026 | 15,600 | $55.11 |
| WILLIS CHARLES F IV | Sell | Aug 25, 2026 | 113 | $56.05 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $569.2M | $730.2M |
| Operating Income | - | $144.4M | $104.3M |
| Net Income | $43.8M | $108.6M | $113.8M |
| Op. Margin | - | 25.4% | 14.3% |
| Net Margin | - | 19.1% | 15.6% |
| Balance Sheet | |||
| Total Assets | $2.7B | $3.3B | $3.9B |
| Equity | - | $549.3M | $662.1M |
| ROE | - | 19.8% | 17.2% |
| Per Share | |||
| EPS | $6.23 | $15.34 | $15.39 |
| Cash Flow | |||
| Operating CF | - | $284.4M | $283.2M |
| CapEx | $5.1M | $15.6M | $31.1M |
Source: XBRL data in WILLIS LEASE FINANCE CORP (WLFC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WLFC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $415.9M |
| Q1 2026 | 26 | $269.3M |
| Q4 2025 | 24 | $207.6M |
| Q3 2025 | 23 | $225.7M |
| Q2 2025 | 23 | $239.9M |
| Q1 2025 | 20 | $186.9M |
| Q4 2024 | 16 | $211.4M |
| Q3 2024 | 13 | $126.1M |
- BlackRock+86.8K (+40%)
- Citadel Advisors LLC+30.8K (+496%)
- Two Sigma Investments+26.0K (+16%)
- JPMorgan Chase & Co+18.1K (+1244%)
- Dimensional Fund Advisors+17.5K (+3%)
- Millennium Management−15.5K (-70%)
- Bank of America Corp−8.0K (-15%)
- Raymond James Financial−6.4K (-69%)
- Renaissance Technologies LLC−123 (-0%)
- Invesco Ltd−83 (-2%)
- Blackstone Group+2.8K
- Prudential Financial+1.1K
- Truist Financial+1.0K
- Fifth Third Bancorp+330
Source: 13F-HR filings on SEC EDGAR (aggregated from 175 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WLFC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 30, 2026 | - | Analysis | - |
| 8-K | Sep 22, 2026 | - | Analysis | - |
| 4 | Sep 15, 2026 | - | - | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Aug 5, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 8-K | Jul 21, 2026 | - | Analysis | - |
| 8-K | Jul 17, 2026 | - | Analysis | - |
| 8-K | Jul 14, 2026 | - | Analysis | - |
| 8-K | Jul 10, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 4 | May 28, 2026 | - | - |
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WLFC SEC filings: frequently asked questions
Are WLFC insiders buying or selling?
In the last 90 days, WILLIS LEASE FINANCE CORP (WLFC) officers, directors and 10% owners reported 1 open-market purchase worth $4,302 by 1 insider and 26 open-market sales worth $12.3 million by 4 insiders on Form 4, a net sale of $12.3 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold WLFC stock?
As of June 30, 2026, the largest WILLIS LEASE FINANCE CORP (WLFC) holders among the 13F filers tracked by SignalX were Dimensional Fund Advisors ($125.5 million), BlackRock ($68.9 million), Renaissance Technologies LLC ($45.2 million), Two Sigma Investments ($44.0 million), Vanguard Capital Management LLC ($29.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WLFC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), WILLIS LEASE FINANCE CORP (WLFC) reported revenue of $730.2 million (up 28.3% from FY2024) and net income of $113.8 million. Diluted EPS was $15.39. The figures come from the XBRL data in the 10-K.
What did WLFC report in its latest 8-K?
WILLIS LEASE FINANCE CORP (WLFC) filed an 8-K on September 30, 2026 reporting Item 5.03 (Amendments to Articles of Incorporation or Bylaws). September 16, 2024 Series A preferred-stock designation nullified due to signer-name and prior-filing-date errors.
What are the latest WLFC SEC filings?
WILLIS LEASE FINANCE CORP (WLFC) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 30, 2026 and a Form 4 insider filing on October 2, 2026.
What is WLFC's SEC CIK number?
WILLIS LEASE FINANCE CORP (WLFC)'s SEC Central Index Key (CIK) is 1018164. EDGAR lists every WLFC filing under that number.
Ask anything about WLFC
The research agent reads WLFC's filings, financials, insider trades and 13F holders, then answers with sources.