Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
118 institutional managers reported holding WLFC for the quarter ended Mar 31, 2026. Together they hold about 47% of shares outstanding; the top 10 hold 32%. 21 opened new positions; 16 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| M3f, INC. (focused) | 677.2k | 9.34% | $115.1M | unchanged | 2017 Q3 |
| Dimensional Fund Advisors | 530.9k | 7.32% | $90.2M | unchanged | ≤2013 |
| BlackRock | 214.4k | 2.96% | $36.4M | trimmed -4.1% | ≤2013 |
| Renaissance Technologies | 197.8k | 2.73% | $33.6M | trimmed -2.4% | ≤2013 |
| Two Sigma | 166.3k | 2.29% | $28.3M | added +92.2% | 2023 Q3 |
| Vanguard Group | 157.7k | 2.17% | $26.8M | added +2.1% | ≤2013 |
| EverSource Wealth Advisors, LLC | 111.2k | 1.53% | $18.9M | added +1235500% | 2025 Q2 |
| RBF Capital, LLC | 107.7k | 1.49% | $18.3M | unchanged | ≤2013 |
| Four Tree Island Advisory LLC (focused) | 105.4k | 1.45% | $17.9M | added +3.1% | 2024 Q4 |
| Geode Capital | 76.3k | 1.05% | $13.0M | added +3.9% | ≤2013 |
| State Street | 66.6k | 0.92% | $11.3M | added +2.8% | 2016 Q2 |
| Bank OF America CORP /DE/ | 53.5k | 0.74% | $9.1M | added +34.5% | 2015 Q4 |
| Bridgeway Capital Management, LLC | 49.3k | 0.68% | $8.4M | unchanged | ≤2013 |
| Morgan Stanley | 48.2k | 0.67% | $8.2M | added +3% | ≤2013 |
| Pekin Hardy Strauss, INC. | 45.0k | 0.62% | $7.6M | added +21.1% | 2024 Q3 |
| Denali Advisors LLC | 41.0k | 0.56% | $7.0M | added +22.4% | 2025 Q3 |
| UBS | 40.5k | 0.56% | $6.9M | trimmed -36.5% | ≤2013 |
| Buckley Capital Advisors, LLC (focused) | 39.2k | 0.54% | $6.7M | trimmed -54.6% | 2025 Q4 |
| Allspring Global Investments Holdings, LLC | 38.4k | 0.53% | $6.5M | added +76.3% | 2025 Q4 |
| First Trust Advisors LP | 36.2k | 0.50% | $6.2M | added +93.3% | 2024 Q3 |
| BNY Mellon | 34.2k | 0.47% | $5.8M | unchanged | 2014 Q1 |
| Northern Trust | 32.2k | 0.44% | $5.5M | added +3.9% | ≤2013 |
| LSV Asset Management | 31.9k | 0.44% | $5.4M | added +196.3% | 2025 Q4 |
| BNP Paribas Financial Markets | 30.5k | 0.42% | $5.2M | trimmed -4.1% | 2016 Q2 |
| Empowered Funds, LLC | 27.8k | 0.38% | $4.7M | unchanged | 2023 Q2 |
| Charles Schwab Investment Management | 25.0k | 0.34% | $4.2M | added +2.7% | 2023 Q2 |
| Palisades Investment Partners, LLC | 22.3k | 0.31% | $3.8M | added +5.4% | 2024 Q2 |
| Millennium Management | 22.2k | 0.31% | $3.8M | trimmed -35% | 2025 Q2 |
| NEW York State Common Retirement Fund | 20.2k | 0.28% | $3.4M | added +3.1% | 2017 Q1 |
| Corsair Capital Management, L.p. | 18.0k | 0.25% | $3.1M | added +50% | 2025 Q2 |
| Connor, Clark & Lunn Investment Management LTD. | 17.7k | 0.24% | $3.0M | unchanged | 2023 Q3 |
| US Bancorp \DE\ | 17.4k | 0.24% | $3.0M | unchanged | 2021 Q1 |
| Goldman Sachs | 14.4k | 0.20% | $2.4M | trimmed -55.8% | 2024 Q2 |
| Knights of Columbus Asset Advisors LLC | 14.1k | 0.19% | $2.4M | unchanged | 2024 Q4 |
| ExodusPoint | 13.9k | 0.19% | $2.4M | added +22.7% | 2025 Q1 |
| Latash Investments, LLC (focused) | 13.5k | 0.19% | $2.3M | unchanged | 2021 Q2 |
| Shikiar Asset Management INC | 12.5k | 0.17% | $2.1M | opened | 2026 Q1 |
| Qube Research & Technologies LTD | 12.3k | 0.17% | $2.1M | added +95.9% | 2025 Q2 |
| Jump Financial | 10.9k | 0.15% | $1.8M | trimmed -29.9% | 2025 Q2 |
| Maltese Capital Management LLC | 10.1k | 0.14% | $1.7M | unchanged | ≤2013 |
| Raymond James Financial INC | 9.3k | 0.13% | $1.6M | added +214.3% | 2025 Q4 |
| Franklin Resources | 8.9k | 0.12% | $1.5M | added +384.1% | 2024 Q3 |
| Wedbush Securities INC | 8.7k | 0.12% | $1.5M | trimmed -2.3% | 2025 Q3 |
| Waterloo Capital, L.p. | 7.6k | 0.10% | $1.3M | opened | 2026 Q1 |
| Rhumbline Advisers | 6.8k | 0.09% | $1.2M | trimmed -2.9% | 2023 Q2 |
| Ameriprise Financial INC | 6.7k | 0.09% | $1.1M | opened | 2026 Q1 |
| Citadel Advisors | 6.2k | 0.09% | $1.1M | added +156.2% | 2025 Q1 |
| Swiss National Bank | 6.0k | 0.08% | $1.0M | unchanged | 2024 Q4 |
| Boothbay Fund Management, LLC | 5.7k | 0.08% | $976k | trimmed -52.3% | 2024 Q3 |
| Jane Street | 5.7k | 0.08% | $971k | trimmed -74.7% | 2024 Q3 |
Largest 50 of 118 shown; the full ranked, searchable register is at boothcheck.com/holders/WLFC. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.