Willis Lease Finance (WLFC)Copeland Capital Management, LLC opened a new position $20.9M

91K

Shares reported

0.43%

Disclosed portfolio weight

$20.9M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 4, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jul 10, 2026Company filing · Form 8-K · Material agreement, Reg FDSigned an important agreement, and shared information with investors
2. Jul 17, 2026Company filing · Form 8-K · Bylaws or charterChanged its bylaws, charter or fiscal year
3. Aug 3, 2026Company filing · Form 8-K · Material agreementSigned an important agreement
4. Aug 4, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Aug 24, 2026Company filing · Form 8-K · Acquisition or sale, Reg FDCompleted buying or selling a business or assets, and shared information with investors“On August 24, 2026, Willis Dallas Ltd. (the “Purchaser”), a Cayman Islands exempted company and wholly owned subsidiary of Willis Lease Finance Corporation, a Delaware corporation (the “Company”), completed the previously announced acquisition of the entire issued share capital of WNG II Aircraft Leasing (Cayman) Ltd. (the “Cayman Company”) from WNG International Master Fund II, L.P., a Cayman Islands exempted…”
2. Sep 16, 2026Company filing · Form 8-K · Unregistered sharesSold new shares without registering them
3. Sep 24, 2026Company filing · Form 8-K · Bylaws or charterChanged its bylaws, charter or fiscal year

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Willis Lease Finance

For Willis Lease Finance, OQRO holds 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its WLFC page.

How this filing works

• SEC Form 13F

Other disclosures at Willis Lease Finance

• SEC Form 4Sep 5, 2025
• SEC Form 4Sep 5, 2025
• SEC Form 4Sep 5, 2025
• SEC Form 4Sep 5, 2025
• SEC Form 4Sep 5, 2025
• SEC Form 4Sep 5, 2025

Everything OQRO holds on this company is on its WLFC page.