WLFC Willis Lease Finance Corp
XNAS
46.76
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
WLFC
$46.76
—
What changed
Recent filings, trades and movesKey stats
$46.76
- 52-Week Range
- $36.39 – $81.54
- YTD
- +4.60%
- Straddle Price
- $6.67
- P/C Vol Ratio
- 0.46
- Market Cap
- $1.0B
- Open
- $47.75
- Day Range
- $46.30 – $48.00
- Volume
- 79,408
- Prev Close
- $46.86
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.90% |
| Beta vs SPY | 0.90 |
| Cost of Equity (CAPM) | 9.38% (VRP-adj) |
| WACC | 9.52% |
| Volatility Risk Premium | +11.5pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 12.1% |
| Book / Price | 71.4% — banking bias active (P/B is primary) |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $47.37 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $40.80 |
| Bollinger Width / SMA20 | 31.5% (drives anchor stability) |
| Net Debt | $0.0B |
| Market Cap | $1B |
Peers used for multiples: ASLE, DSGR, HDSN, UGRO
(SIC-code peers; ETF co-membership was sector-incoherent)
60-Day Conviction
52%
20-Day Fair Value
≈ by Dec 8, 2026
$46.63
α -0.3%
rank 48%
conviction
25%
40-Day Fair Value
≈ by Jan 6, 2027
$47.90
α +2.4%
rank 63%
conviction
70%
60-Day Fair Value
≈ by Feb 4, 2027
$47.71
α +2.0%
rank 58%
conviction
52%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $175.28 | 0% | |
| DDM (Gordon) | $8.61 | 0% | |
| Peer P/E | n/a | 0% | |
| Peer EV/EBITDA | $204.71 | 10% | median 14.9× · 3 peers |
| Peer P/B | $21.09 | 10% | median 0.6× · 4 peers |
| Peer P/S | $23.48 | 10% | median 0.7× · 4 peers |
| Market Anchor (SMA50) | $47.37 | 51% | stability 73% (BB-width) |
| Options Expected (B-L 30d) | $46.89 | 17% | 10 strikes · skew +0.01 |
As of 2026-11-09 · updated
Related
About
- Industry (SIC)
- WHOLESALE-MACHINERY, EQUIPMENT & SUPPLIES (5080) · industry map
- Exchange
- XNAS
- Market Cap
- $1.0B
- Employees
- 475
- List Date
- 1996-09-18
- CIK
- 0001018164
- Last Earnings
- Nov 3 before open · −2.1% vs ±13.8% expected
- Headquarters
- Coconut Creek, FL
- Homepage
- https://www.wlfc.global
Willis Lease Finance Corp, with its subsidiaries, is a lessor and servicer of commercial aircraft and aircraft engines. The company has two reportable business segments, which include Leasing and Related Operations and Spare Parts Sales. A majority of its revenue is generated from the Leasing and Related Operations segment, which involves acquiring and leasing, under operating leases, commercial aircraft, aircraft engines, and other aircraft equipment and the selective purchase and resale of commercial aircraft engines, aircraft equipment, and other related businesses. Geographically, the comp…
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -9.08% | -1.73% | -2.51% | 2.23% | -8.94% | 35.91% | 2.65% |
| Feb | 13.37% | -0.65% | 0.53% | -1.14% | 6.99% | 8.58% | 4.61% |
| Mar | 31.14% | -6.72% | -7.39% | 3.63% | -21.60% | -13.18% | -2.35% |
| Apr | 0.07% | -3.89% | -10.46% | -0.35% | -1.71% | 10.55% | -0.96% |
| May | 3.62% | 20.41% | -21.32% | 33.38% | -10.98% | -9.55% | 2.59% |
| Jun | -4.65% | 1.13% | -1.24% | 3.60% | 6.14% | 33.39% | 6.39% |
| Jul | -1.14% | 3.78% | 5.12% | 25.01% | 3.07% | -5.74% | 5.02% |
| Aug | -10.44% | -6.66% | -0.40% | 5.45% | 10.13% | -25.48% | -4.57% |
| Sep | 0.49% | -9.36% | -0.80% | 45.45% | -5.59% | -7.61% | 3.76% |
| Oct | 5.41% | 14.76% | 7.56% | 25.30% | -6.37% | -12.97% | 5.61% |
| Nov | -15.64% | 24.68% | 3.30% | 18.37% | -2.71% | 6.44%* | 5.74% |
| Dec | 8.53% | 22.96% | 7.64% | -1.97% | 13.80% | -- | 10.19% |
| Total | 14.76% | 64.64% | -21.56% | 302.04% | -21.20% | 2.73% | 56.90% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $41.15
SMA 50: $47.24
SMA 200: $59.91
Current: $46.79
EMA 12: $44.05
EMA 26: $43.95
MACD: 0.1017 | Signal: 1.3926
BEARISH
ADX (14): 30.20
TREND
+DI: 28.51
−DI: 16.82
Momentum Oscillators
RSI (14): 59.45
NEUTRAL
Stoch %K: 84.33
Stoch %D: 87.29
Williams %R: -16.49
Volume & Volatility
BB Upper: $48.06
BB Lower: $34.23
NEUTRAL
OBV: -1,072,895
Vol SMA 20: 220,153
Vol ROC: -61.54%
ATR: $2.51
True Range: $1.70
HV 20: 55.0%
HV 30: 56.2%
HV 60: 44.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before WLFC’s Nov 3 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report: WLFC
Executive Summary
Overall Assessment: BEARISH (Confidence Level: 7/10) Key Drivers: * Bearish MACD signal and negative price momentum * High volatility and potential for increased risk Primary Risks: * Potential for further decline if technical indicators continue to deteriorate Recent News Sentiment Impact: * Negative headlines from executive compensation investigation may have contributed to recent price weakness
Technical Analysis
Trend Direction: Medium-term downtrend (1-3 months) Support/Resistance Levels: * Lower Bollinger Band: $159.83 (key support level) * Upper Bollinger Band: $237.21 (key resistance level) Momentum Signals: * RSI interpretation: Oversold zone (<30) - potential for reversal * MACD signal: Bearish (crossover below signal line) * Bollinger Bands position: Mean reversion (price touching lower band)
News & Sentiment Analysis
Recent Headlines Summary: Mainly positive, but with a negative headline from the executive compensation investigation Sentiment Assessment: Positive overall sentiment (4/5), but negatively impacted by recent news
Catalyst Identification: * Upcoming earnings report (no data available) * Potential for increased volatility and price movement if technical indicators continue to deteriorate
Risk & Volatility Assessment
Beta Interpretation: High risk relative to market (beta >1.73)
Volatility Regime: Current volatility is higher than historical levels Options Market Signals: * IV rank: Not available * Put/call ratios: Not available * Unusual activity: Not available
Downside Protection: * Lower Bollinger Band ($159.83) - key support level * Potential for mean reversion if price touches lower band
Market Context & Positioning
Sector Performance: WLFC is performing worse than its sector/industry peers Institutional Activity: Moderate institutional interest (volume patterns suggesting some buying pressure) Correlation Analysis: * Stock moves negatively correlated with the market (R-squared interpretation: -0.45)
Relative Valuation: * Position within trading range, but leaning towards the lower end
Key Levels & Action Items
Critical Price Levels: Lower Bollinger Band ($159.83) and Upper Bollinger Band ($237.21) Breakout/Breakdown Levels: Break above Upper Bollinger Band for potential bullish continuation or break below Lower Bollinger Band for potential bearish resumption
Time-Sensitive Catalysts: * Upcoming earnings report (no data available)
Risk Management: * Stop-loss levels: Not recommended due to high volatility and potential for increased risk * Position sizing considerations: Consider reducing position size if technical indicators continue to deteriorate
By following this framework, I hope to provide a comprehensive analysis of WLFC's stock performance. Please note that the data provided does not include earnings information or options activity, which may impact the analysis.
Generated
News
All WLFC news →
Management says the fund seeding phase is complete and the focus has shifted.
Earnings History
1 of 1 under expected move
Avg Expected Move
13.76%
Avg Actual Move
2.07%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2026-11-03 | Pre-Market | 13.76% | 2.07% | 0.15x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
WLFC Options Activity & IV Rank
Volatility Metrics
Current IV: 52.3%
7-DTE IV: 57.5%
Expected Move: $6.67
7-DTE Move: $4.72
Days to Exp: 39 (2026-12-18)
Options Flow · All expiries
Call Volume: 66
Put Volume: 30
P/C Volume: 0.455
BULLISH
Call OI: 142
Put OI: 49
P/C OI: 0.345
Total OI: 191
ATM Options Pricing
ATM Call: $4.25
ATM Put: $2.42
Call %: 9.1%
Put %: 5.2%
Chain Summary
Chain Volume: 96
Chain OI: 191
Last Updated: 11/9/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 72nd percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
72%
vs own history
GEX tilt
+0.78
OI-weighted, today
Vanna tilt
-0.20
δ-sensitivity to IV
Charm tilt
+0.64
δ-decay vs time
Charm tilt +0.64: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 4 ATM contracts, 0k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)$6.67Nov 9
Beta Analysis
Risk Metrics
Beta: 1.2092
Alpha: 12.83%
Correlation: 0.3287
R-Squared: 10.8%
Stock Volatility: 50.7%
Market Volatility: 13.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own WLFC
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $45.2M | #368 of 3138 | -0.1% | 13F | |
| Citadel Hedge fund Ken Griffin | $38.4M | #817 of 6285 | +443259.0% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $21.2M | #1089 of 3716 | +81113.7% | 13F | |
| Point72 Hedge fund Steve Cohen | $3.3M | #1127 of 1945 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
WLFC Institutional Ownership (13F)
Filings for 2026-06-30 · 55 already for 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
1 filers$4.99K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Simplex Trading, LLC Custodian | $4.99K | 100.00% | 2026-09-30 |
WLFC Insider Trading (Form 4)
Latest: 2026-10-02Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Clifton Dameron | SVP, GC & Corporate Secretary | Tax (F) | −1,420 | $47.80 | -$67.9K | EDGAR |
| 2026-09-15 | Scott B. Flaherty | EVP, CFO | Sell (S) | −30,000 | $54.45 | -$1.63M | EDGAR |
| 2026-09-03 | Austin Chandler Willis | President and CEO | Sell (S) | −15,000 | $53.90 | -$808.6K | EDGAR |
| 2026-09-02 | Charles F Willis IV | Executive Chairman | Sell (S) | −400 | $52.95 | -$21.2K | EDGAR |
| 2026-08-27 | Charles F Willis IV | Executive Chairman | Sell (S) | −27,000 | $54.86 | -$1.48M | EDGAR |
| 2026-08-24 | Charles F Willis IV | Executive Chairman | Sell (S) | −46,500 | $54.53 | -$2.54M | EDGAR |
| 2026-08-19 | Charles F Willis IV | Executive Chairman | Sell (S) | −78,200 | $57.27 | -$4.48M | EDGAR |
| 2026-08-17 | Clifton Dameron | SVP, GC & Corporate Secretary | Sell (S) | −3,535 | $56.83 | -$200.9K | EDGAR |
| 2026-08-05 | Austin Chandler Willis | President and CEO | Sell (S) | −15,000 | $73.34 | -$1.10M | EDGAR |
| 2026-08-03 | Scott B. Flaherty | EVP, CFO | Buy (P) | +148 | $29.07 | $4.3K | EDGAR |
| 2026-07-06 | Austin Chandler Willis | Chief Executive Officer | Sell (S) | −5,184 | $224.07 | -$1.16M | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
WLFC Insider Holdings
4 insiders · @ $46.79
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Charles F Willis IV | Executive Chairman | 8,894,588 | $416.18M | -$8.52M | 4 | 2026-09-02 |
| 2 | Austin Chandler Willis | President and CEO | 1,119,032 | $52.36M | -$3.07M | 3 | 2026-09-03 |
| 3 | Scott B. Flaherty | EVP, CFO | 241,345 | $11.29M | -$1.63M | 2 | 2026-09-15 |
| 4 | Clifton Dameron | SVP, GC & Corporate Secretary | 38,038 | $1.78M | -$200.9K | 2 | 2026-10-02 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
WLFC Board & Officers
As of SEC filings through Oct 2, 2026Directors 5
- Charles F Willis IV · on file since 2006
- Austin Chandler Willis · since Dec 16, 2008
- Brendan Curran · on file since Jan 2024
- Colm Barrington · on file since Jul 2024
- Stephen Francis Jones · on file since Jan 2025
Officers 5
- Austin Chandler Willis · President and CEO · listed since Aug 2026
- Brian Richard Hole · President · since Apr 1, 2016
- Scott B. Flaherty · EVP, CFO · listed since May 2023
- Clifton Dameron · SVP, GC & Corporate Secretary · since May 14, 2025
- Charles F Willis IV · Executive Chairman · listed since Apr 2023
10% owners 2
- Austin Chandler Willis · listed since Dec 2025
- Charles F Willis IV · on file since 2006
Changes in the last 10 years (16)
| Aug 5, 2026 | Austin Chandler Willis listed as President and CEO (previously Chief Executive Officer) in SEC filings |
| Dec 11, 2025 | Austin Chandler Willis first listed as a 10% owner in an SEC filing |
| May 16, 2025 | Dean Michael Poulakidas reported in an SEC filing no longer being SVP, Gen. Counsel, Secretary |
| May 14, 2025 | Clifton Dameron became SVP, GC & Corporate Secretary |
| Jan 3, 2025 | Stephen Francis Jones first on file as a director |
| Jan 2, 2025 | Rae Ann McKeating reported in an SEC filing no longer being a director |
| Jul 15, 2024 | Colm Barrington first on file as a director |
| May 13, 2024 | Robert J. Keady no longer listed as a director in SEC filings |
| Mar 22, 2024 | Hans Jorg Hunziker reported in an SEC filing no longer being a director |
| Jan 8, 2024 | Brendan Curran first on file as a director |
| May 24, 2023 | Scott B. Flaherty listed as EVP, CFO (previously SVP, CFO) in SEC filings |
| Apr 4, 2023 | Charles F Willis IV listed as Executive Chairman (previously CEO) in SEC filings |
| Jun 30, 2022 | Austin Chandler Willis listed as Chief Executive Officer (previously SVP, Corp Development) in SEC filings |
| Oct 8, 2020 | Rae Ann McKeating first on file as a director |
| Dec 10, 2018 | Austin Chandler Willis listed as SVP, Corp Development (previously SVP, Corporate Development) in SEC filings |
| Apr 17, 2017 | Anthony R. Spaulding reported in an SEC filing no longer being SVP Tech Services, CSO |
Not reported recently (1)
- Robert T Morris · Last reported as a director in an SEC filing dated Jan 24, 2020
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
WLFC Proposed Insider Sales (Form 144)
Latest: 2026-09-14
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
3 filings
· $37.3M notice value
· 3 unique filers
· 67% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Charles F Willis IV (1, $34.8M) · Scott Flaherty (1, $1.7M) · Austin Willis (1, $808K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-14 | Scott Flaherty | officer | 30,000 | $1.69M | 2026-09-11 | Merrill Lynch | — | EDGAR |
| 2026-09-01 | Austin Willis | CEO | 15,000 | $807.9K | 2026-09-01 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-08-17 | Charles F Willis IV | Officer, Director | 600,000 | $34.76M | 2026-08-17 | Merril Lynch | 10b5-1 | EDGAR |
| 2026-08-03 | Austin Willis | CEO | 15,000 | $1.09M | 2026-08-03 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-07-01 | Austin Willis | CEO | 5,184 | $1.17M | 2026-07-01 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-05-01 | Austin Willis | CEO | 3,400 | $661.8K | 2026-05-01 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-04-01 | Austin C. Willis | CEO | 3,400 | $590.4K | 2026-04-01 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-03-25 144/A | Charles F Willis IV | Officer, Director | 25,000 | $4.44M | 2026-03-25 | Merril Lynch | — | EDGAR |
| 2026-03-02 | Austin C Willis | CEO | 3,400 | $677.7K | 2026-03-02 | Merrill Lynch | 10b5-1 | EDGAR |
| 2026-02-02 | Austin Willis | CEO | 3,400 | $617.1K | 2026-02-02 | Merrill Lynch | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-11-03
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Event | Link |
|---|---|---|
| 2026-11-03 | Earnings results | EDGAR |
| 2026-10-30 | Other events | EDGAR |
| 2026-10-26 | Regulation FD disclosure | EDGAR |
| 2026-09-30 | Bylaws or fiscal year change | EDGAR |
| 2026-09-22 | Unregistered share sale | EDGAR |
| 2026-09-08 | Regulation FD disclosure | EDGAR |
| 2026-08-25 | Acquisition or sale completed · Regulation FD disclosure | EDGAR |
| 2026-08-06 | Material agreement | EDGAR |
| 2026-08-04 | Earnings results | EDGAR |
| 2026-07-30 | Other events | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
ETF Holders
56 ETFs hold WLFC
25 shown · $136.84M total exposure · 0.01% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.11% | $31.0M | — | 2026-11-05 |
| 2 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.04% | $13.8M | — | 2026-11-05 |
| 3 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $13.5M | — | 2026-09-30 |
| 4 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.02% | $12.9M | $76.6B | 2026-11-06 |
| 5 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.12% | $8.9M | — | 2026-11-05 |
| 6 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.03% | $8.6M | $31.6B | 2026-11-05 |
| 7 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.02% | $8.4M | — | 2026-11-05 |
| 8 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.27% | $6.3M | — | 2026-06-30 |
| 9 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $6.1M | — | 2026-09-30 |
| 10 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.19% | $4.2M | — | 2026-06-30 |
| 11 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $3.9M | — | 2026-11-05 |
| 12 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.02% | $3.1M | — | 2026-09-30 |
| 13 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.02% | $3.1M | $13.7B | 2026-11-06 |
| 14 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.01% | $2.5M | — | 2026-08-31 |
| 15 | EES WisdomTree U.S. SmallCap Fund | Nport | 0.22% | $1.6M | — | 2026-06-30 |
| 16 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.01% | $1.6M | $13.9B | 2026-11-06 |
| 17 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.13% | $1.5M | $1.2B | 2026-11-06 |
| 18 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $928,734 | — | 2026-11-05 |
| 19 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.03% | $838,085 | $3.2B | 2026-11-05 |
| 20 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.01% | $781,546 | — | 2026-11-05 |
| 21 | DFUV Dimensional US Marketwide Value ETF | Dimensional | 0.01% | $776,854 | $15.3B | 2026-11-05 |
| 22 | VIS Vanguard Industrials ETF | Vanguard | 0.01% | $702,932 | — | 2026-09-30 |
| 23 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.02% | $685,553 | — | 2026-07-31 |
| 24 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $659,086 | $93.2B | 2026-11-06 |
| 25 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.02% | $381,961 | — | 2026-09-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
—
TTM Revenue
—
TTM Net Income
—
TTM Op. Cash Flow
—
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
11.54
P/B
1.40
P/S
1.47
EV/EBITDA
11.67
EV/Sales
4.90
ROE
12.1%
ROA
2.4%
Div Yield
1.67%
FCF Yield
25.06%
Debt/Equity
3.28
Current Ratio
0.74
Market Cap
$992.93M
as of 2026-11-05
WLFC vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| WLFC Willis Lease Finance Corp | $992M | — | — | +4.7% | — |
| GLOF iShares Global Equity Factor ETF | — | — | — | +11.7% | — |
| VOO Vanguard S&P 500 ETF | — | — | — | +10.3% | 43 |
| ACWX iShares MSCI ACWI ex US ETF | — | — | — | +8.9% | 56 |
| JQUA JPMorgan U.S. Quality Factor ETF | — | — | — | +19.3% | 24 |
| IVV iShares Core S&P 500 ETF | — | — | — | +10.4% | 42 |
| SPYM State Street SPDR Portfolio S&P 500 ETF | — | — | — | +10.4% | 46 |
| XSOE WisdomTree Emerging Markets ex-State-Own | — | — | — | +6.3% | 47 |
| AVEM Avantis Emerging Markets Equity ETF | — | — | — | +8.7% | 59 |
| Peer median | — | — | — | +10.4% | 46 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
1.72M
SI % of Float
17.00%
Days to Cover
5.85
Short Vol Ratio
68.5%
Free Float
10.15M
Float %
48.0%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-10-21