What is the 13F Pro Quality Score for WLFC?

13F Pro ranks WILLIS LEASE FINANCE CORP (WLFC) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View WLFC's current score at https://13fpro.ai/research/WLFC (free sign-up required for the full ranking).

Which hedge funds own the most WLFC stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of WLFC include DIMENSIONAL FUND ADVISORS, BlackRock,, RENAISSANCE TECHNOLOGIES. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/WLFC as soon as new 13F filings post.

Where does 13F Pro source WLFC data?

All WILLIS LEASE FINANCE CORP fundamentals and ownership data come directly from SEC EDGAR. WILLIS LEASE FINANCE CORP files with the SEC under CIK 1018164. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is WLFC in?

WILLIS LEASE FINANCE CORP (WLFC) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives WLFC's revenue?

Per WILLIS LEASE FINANCE CORP's latest 10-Q filed with the SEC on 2026-05-05, the biggest revenue drivers are: Lease rent revenue ($77.4M, +14.2% YoY); Maintenance reserve revenue ($55.5M, +1.2% YoY); Gain on sale of leased equipment ($18.0M, +304.8% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/WLFC.

What are WLFC's largest expenses?

WILLIS LEASE FINANCE CORP's latest 10-Q reports these as the largest expense items: General and administrative ($56.6M, +18.6% YoY); Interest expense ($32.6M, +1.7% YoY); Depreciation and amortization ($30.2M, +20.6% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is WLFC research updated on 13F Pro?

WLFC's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

WILLIS LEASE FINANCE CORP(WLFC)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Consumer Discretionary →Nasdaq

Institutional-grade research for retail investors

SEC EDGAR: CIK 1018164 WLFC stock profile & AI dashboard →

13F Pro Quality Score

70.2/100

Rank #324 of 2,879 stocksTOP 25%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

92.6/100

Profitability

76.4/100

Balance Sheet

59.6/100

Earnings Quality

85.7/100

Free Cash Flow

87.5/100

Institutional Flow

47.1/100

Revenue Scale

43.5/100

Dilution Risk

23.0/100

WLFC Stock Analysis & AI Quality Score

AI stock analysis and institutional research for WILLIS LEASE FINANCE CORP (WLFC), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores WLFC at 70.2/100 on a 32-signal composite quality model, placing it at rank #324 of 2,879 stocks — the top 25% of the AI-ranked universe. WLFC scores in the top quartile across revenue growth (92.6), free cash flow (87.5), earnings quality (85.7). Shareholder dilution risk is elevated at 23.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), WILLIS LEASE FINANCE CORP reports quarterly revenue of $194.3M, net income of $25.1M, an operating margin of 17.4%. Top institutional holders of WLFC by reported 13-F value include DIMENSIONAL FUND ADVISORS, BlackRock,, RENAISSANCE TECHNOLOGIES, based on the most recent SEC filings. WLFC trades on the Nasdaq exchange and files with the SEC under CIK 1018164. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WLFC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WILLIS LEASE FINANCE CORP directly from SEC EDGAR. WILLIS LEASE FINANCE CORP's 13F Pro composite quality score has ranged between 30 and 77 since 2021, currently 70.2 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.

What's Driving WLFC's Business? Latest 10-Q Breakdown

AI-extracted from WILLIS LEASE FINANCE CORP's 10-Q filed 2026-05-05 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

WLFC reported Q1 2026 revenue of $194.3M (+23.2% YoY) driven by 14.2% growth in lease rent revenue to $77.4M and a 304.8% gain surge on leased equipment sales.

Biggest Revenue Drivers

Total revenue: $194.3M+23.2% YoY

Lease rent revenue$77.4M+14.2% YoY

Increase in average size of operating lease portfolio and improved utilization of 85.8% vs. 79.9% prior year.

Maintenance reserve revenue$55.5M+1.2% YoY

Long-term maintenance revenue of $12.4M reflects end-of-lease compensation exceeding prior period.

Gain on sale of leased equipment$18.0M+304.8% YoY

Sale of 14 engines for $60.0M gross proceeds at 30% margin vs. 7 engines with $4.4M gain in prior year.

Management and advisory fees$7.9M+302.2% YoY

$4.9M earned as general partner of LMI Fund commenced in March 2026; reimbursement of formation costs.

Spare parts and equipment sales$21.7M+18.9% YoY

Equipment sales of $11.4M for three engines with 50% trading margin offset spare parts decline of 35.9%.

Largest Expense Items

General and administrative$56.6M+18.6% YoY

$12.5M personnel cost increase driven by $6.9M higher share-based compensation and $4.1M wage growth.

Interest expense$32.6M+1.7% YoY

New WEST VIII and WEST IX closings added $11.4M partially offset by credit facility paydown savings of $4.0M.

Depreciation and amortization$30.2M+20.6% YoY

Increase due to larger operating lease portfolio and timing of newly acquired engines placed on lease.

Watch Items from the Filing

Portfolio utilization rebounded to 85.8% from 79.9% YoY; two customers represented 12% and 11% of lease rent revenue respectively in Q1 2026, indicating customer concentration.
Company refinanced significant debt in Q1 2026, recognizing $7.0M loss on debt extinguishment; revolving credit facility expanded to $1.75B but only $1.3B unused capacity remains.
$1.1B in equipment purchase commitments through 2030 and $1.064B total purchase obligations; future overhaul costs for 25 Pratt & Whitney engines estimated $106.6M–$131.9M by 2030.
Interest rate sensitivity: $421M variable-rate debt with estimated $2.9M annual impact per 1% rate change; company terminated swaps, reducing hedge protection from $334.5M notional to $50M.
Investment fund partnerships (LMI $600M, BXCI $1B+) now provide GP fee income; company holds $1.3M equity and $43.4M unfunded capital commitments with exposure to fund performance.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$194.3M

Net Income

Q1 2026

$25.1M

Free Cash Flow

Q1 2026

$53.1M

Operating Margin

Q1 2026

17.4%

ROIC

Q1 2026

1.1%

D/E Ratio

Q1 2026

3.25

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+34.2% YoY

$418.6MFY 2023

FY20 $288.7MFY21 $274.2MFY22 $311.9MFY23 $418.6M

Net Income

+709.0% YoY

$44.0MFY 2023

FY20 $9.7MFY21 $3.4MFY22 $5.4MFY23 $44.0M

Operating Income

+551.7% YoY

$64.2MFY 2023

FY20 $14.7MFY21 $8.3MFY22 $9.9MFY23 $64.2M

EPS (Diluted)

+1787.9% YoY

$6.23FY 2023

FY20 $1.05FY21 $0.00FY22 $0.33FY23 $6.23

Total Assets

+3.0% YoY

$2.65BFY 2023

FY20 $2.36BFY21 $2.46BFY22 $2.58BFY23 $2.65B

Total Debt

-2.4% YoY

$1.80BFY 2023

FY20 $1.69BFY21 $1.79BFY22 $1.85BFY23 $1.80B

Op. Cash Flow

+59.1% YoY

$229.7MFY 2023

FY20 $93.4MFY21 $90.7MFY22 $144.4MFY23 $229.7M

Metric	FY 2023	FY 2022	FY 2021	FY 2020	FY 2018	FY 2017
Revenue	$418.6M +34.2%	$311.9M +13.8%	$274.2M -5.0%	$288.7M -17.1%	$348.3M +26.7%	$274.8M
Net Income	$44.0M +709.0%	$5.4M +62.3%	$3.4M -65.6%	$9.7M -77.5%	$43.2M -30.4%	$62.2M
Operating Income	$64.2M +551.7%	$9.9M +18.2%	$8.3M -43.2%	$14.7M -72.0%	$52.5M +81.9%	$28.9M
EPS (Diluted)	$6.23 +1787.9%	$0.33	$0.00 -100.0%	$1.05 -84.1%	$6.60 -31.9%	$9.69
Total Assets	$2.65B +3.0%	$2.58B +4.6%	$2.46B +4.1%	$2.36B +22.2%	$1.93B +20.7%	$1.60B
Total Debt	$1.80B -2.4%	$1.85B +3.2%	$1.79B +5.7%	$1.69B +26.7%	$1.34B +23.2%	$1.09B
Operating Cash Flow	$229.7M +59.1%	$144.4M +59.3%	$90.7M -3.0%	$93.4M -50.5%	$188.7M +37.6%	$137.1M

AI Insight: WLFC Financial Trends

Revenue growth accelerated 23% year-over-year in Q1 2026, but operating income remains highly volatile with Q4 2025 hitting a cyclical low.

• Revenue increased from $158M in Q1 2025 to $194M in Q1 2026, a 23% year-over-year improvement.

• Operating income declined sharply from $54M in Q2 2024 to $14M in Q4 2025 before recovering to $34M in Q1 2026.

• Total debt fluctuated significantly, reaching $2,801M in Q2 2025 before declining to $2,254M in Q1 2026.

• Equity steadily grew from $492M in Q2 2024 to $694M in Q1 2026, a 41% increase over eight quarters.

⚠ Operating cash flow dropped from $104M in Q2 2025 to $57M in Q1 2026, suggesting potential working capital pressures.

⚠ Net income volatility persisted with Q4 2025 showing only $12M versus $60M peak in Q2 2025.

AI Insight: WLFC Ratio Trends

Operating margins collapsed from 35.8% in Q2 2024 to 7.3% in Q4 2025, while ROIC deteriorated from 8.9% to 1.7% over the same period.

• Operating margin declined from 35.8% in Q2 2024 to 7.3% in Q4 2025, showing sustained deterioration.

• ROIC contracted from 8.9% in Q2 2024 to 1.7% in Q4 2025, indicating weakening capital efficiency.

• ROE dropped from 34.6% in Q2 2024 to 7.4% in Q4 2025, reflecting declining shareholder returns.

⚠ Q1 2026 showed margin recovery to 17.4% from Q4 2025's 7.3% — monitor sustainability of turnaround.

⚠ Debt-to-equity ratio remains elevated at 3.25, down from 4.53 peak but still above historical levels.

Get alerted when WLFC's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for WILLIS LEASE FINANCE CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of WLFC

DIMENSIONAL FUND ADVISORS LP
$90.4M530,903 sh
BlackRock, Inc.
$36.5M214,442 sh
RENAISSANCE TECHNOLOGIES LLC
$33.7M197,820 sh
TWO SIGMA INVESTMENTS, LP
$28.3M166,311 sh
VANGUARD CAPITAL MANAGEMENT LLC
$19.1M112,127 sh
RBF Capital, LLC
$18.3M107,711 sh
Four Tree Island Advisory LLC
$17.9M105,421 sh
GEODE CAPITAL MANAGEMENT, LLC
$13.0M76,311 sh
STATE STREET CORP
$11.3M66,593 sh
EverSource Wealth Advisors, LLC
$10.2M111,204 sh

Fund	Value	Shares
DIMENSIONAL FUND ADVISORS LP	$90.4M	530,903
BlackRock, Inc.	$36.5M	214,442
RENAISSANCE TECHNOLOGIES LLC	$33.7M	197,820
TWO SIGMA INVESTMENTS, LP	$28.3M	166,311
VANGUARD CAPITAL MANAGEMENT LLC	$19.1M	112,127
RBF Capital, LLC	$18.3M	107,711
Four Tree Island Advisory LLC	$17.9M	105,421
GEODE CAPITAL MANAGEMENT, LLC	$13.0M	76,311
STATE STREET CORP	$11.3M	66,593
EverSource Wealth Advisors, LLC	$10.2M	111,204

More Consumer Discretionary Companies

View all Consumer Discretionary →

AACG

ATA Creativity Global

AAP

ADVANCE AUTO PARTS INC

ABG

ASBURY AUTOMOTIVE GROUP INC

ABLV

Able View Global Inc.

AENT

ALLIANCE ENTERTAINMENT HOLDING CORP

AEO

AMERICAN EAGLE OUTFITTERS INC

AFYA

Afya Ltd

AIHS

Senmiao Technology Ltd

Put WLFC on your watchlist

Track score changes the day WILLIS LEASE FINANCE CORP files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is WLFC a good stock to buy?

13F Pro's AI-powered analysis of WILLIS LEASE FINANCE CORP (WLFC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WLFC are available on the WLFC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own WLFC?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WLFC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of WILLIS LEASE FINANCE CORP's investment landscape.