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Compiled from SEC Form N-PX filings and Willis Lease Finance Corporation’s Form 8-K, filed 2026-06-23 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Proxy season: 2025-2026
Explore Willis Lease Finance Corporation in the interactive database Compare manager voting policies
These tallies are Willis Lease Finance Corporation’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-06-23 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX. Willis Lease Finance Corporation reported 2 meetings in this season; each is tabulated separately below, with its own filing.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Proposal 2: Approval of Amendment to Company ' s Certificate of Incorporation | 6,151,386 | 1,187,377 | 6,752 | -- | 0 | Majority: yes |
Source: Willis Lease Finance Corporation, Form 8-K, filed with the SEC on 2026-06-23 — read the filing on EDGAR.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Stephen Jones | 4,234,457 | -- | 2,440,648 | -- | 339,012 | — |
| Proposal 3: Advisory Vote on Approval of Executive Compensation | 3,989,151 | 2,671,326 | 14,628 | -- | 339,012 | Majority: yes |
| Proposal 4: Advisory Vote on the Appointment of Grant Thornton LLP | 6,987,595 | 23,144 | 3,378 | -- | 0 | Majority: yes |
| Proposal 5: Approval of Adjournment of the Annual Meeting | 5,475,476 | 1,193,635 | 5,994 | -- | 339,012 | Majority: yes |
Source: Willis Lease Finance Corporation, Form 8-K, filed with the SEC on 2026-05-27 — read the filing on EDGAR.
Each item below shows how the 175 asset managers that disclosed a Willis Lease Finance Corporation vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Willis Lease Finance Corporation’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Meeting held 2026-06-23.
Combines 2 wordings of this item as funds reported it.
8% fund support · no official result
The 153 asset managers below cast 8% of the shares they voted on this item FOR (119,231 for, 1,303,188 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,096 | 156,373 | 0 | 0 | Against |
| Vanguard | 173 | 156,264 | 0 | 0 | Against |
| Dimensional | 0 | 143,239 | 0 | 0 | Against |
| Renaissance | 0 | 121,058 | 0 | 0 | Against |
| Four Tree Island Advisory LLC | 0 | 87,449 | 0 | 0 | Against |
| Allspring | 0 | 67,923 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 65,512 | 0 | 0 | Against |
| Fidelity | 1,522 | 55,810 | 0 | 0 | Against |
| State Street | 54,331 | 778 | 0 | 0 | For |
| Charles Schwab | 0 | 49,943 | 0 | 0 | Against |
| Eaton Vance | 0 | 37,245 | 0 | 0 | Against |
| First Trust | 0 | 36,229 | 0 | 0 | Against |
| Two Sigma | 0 | 35,545 | 0 | 0 | Against |
| EA Series Trust | 72 | 27,681 | 0 | 0 | Against |
| WisdomTree | 25,733 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 22,341 | 0 | 0 | Against |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | 20,668 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 0 | 20,668 | 0 | 0 | Against |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | 20,205 | 0 | 0 | Against |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 0 | 18,002 | 0 | 0 | Against |
| US BANK NATIONAL ASSOCIATION | 0 | 17,430 | 0 | 0 | Against |
| LSV ASSET MANAGEMENT | 0 | 15,380 | 0 | 0 | Against |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | 10,979 | 0 | 0 | Against |
| American Century | 0 | 10,567 | 0 | 0 | Against |
| MELLON INVESTMENTS Corp | 10,122 | 0 | 0 | 0 | For |
Showing the 25 largest of 153 asset managers. See all 153 in the interactive database.
Meeting held 2026-06-23.
84% Majority: yes · of votes cast
Willis Lease Finance Corporation’s own tally for this item (“Proposal 2: Approval of Amendment to Company ' s Certificate of Incorporation”): 6,151,386 for, 1,187,377 against, per its Form 8-K filed 2026-06-23 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 7,043,713 outstanding shares: 87% for, 17% against (100% of the company cast a for/against vote).
The 48 asset managers below cast 99.9% of the shares they voted on this item FOR (623,627 for, 1 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 132,826 | 1 | 0 | 0 | For |
| Dimensional | 110,483 | 0 | 0 | 0 | For |
| BlackRock | 99,964 | 0 | 0 | 0 | For |
| Fidelity | 55,810 | 0 | 0 | 0 | For |
| First Trust | 36,229 | 0 | 0 | 0 | For |
| Allspring | 31,127 | 0 | 0 | 0 | For |
| EA Series Trust | 27,753 | 0 | 0 | 0 | For |
| WisdomTree | 25,733 | 0 | 0 | 0 | For |
| Charles Schwab | 24,971 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 20,668 | 0 | 0 | 0 | For |
| Northern Trust | 6,412 | 0 | 0 | 0 | For |
| Equitable | 5,857 | 0 | 0 | 0 | For |
| Prudential/PGIM | 5,856 | 0 | 0 | 0 | For |
| American Century | 5,283 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 4,781 | 0 | 0 | 0 | For |
| Lincoln Financial | 4,327 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 4,200 | 0 | 0 | 0 | For |
| TIAA | 3,404 | 0 | 0 | 0 | For |
| Goldman Sachs | 1,524 | 0 | 0 | 0 | For |
| John Hancock | 1,472 | 0 | 0 | 0 | For |
| Jackson National | 1,466 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,449 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 1,403 | 0 | 0 | 0 | For |
| Global X | 1,312 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 1,263 | 0 | 0 | 0 | For |
Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.
Meeting held 2026-06-23.
99.3% fund support · no official result
The 48 asset managers below cast 99.3% of the shares they voted on this item FOR (619,409 for, 4,219 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 132,826 | 1 | 0 | 0 | For |
| Dimensional | 110,483 | 0 | 0 | 0 | For |
| BlackRock | 99,964 | 0 | 0 | 0 | For |
| Fidelity | 55,810 | 0 | 0 | 0 | For |
| First Trust | 36,229 | 0 | 0 | 0 | For |
| Allspring | 31,127 | 0 | 0 | 0 | For |
| EA Series Trust | 27,753 | 0 | 0 | 0 | For |
| WisdomTree | 25,733 | 0 | 0 | 0 | For |
| Charles Schwab | 24,971 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 20,668 | 0 | 0 | 0 | For |
| Northern Trust | 6,412 | 0 | 0 | 0 | For |
| Equitable | 5,857 | 0 | 0 | 0 | For |
| Prudential/PGIM | 5,856 | 0 | 0 | 0 | For |
| American Century | 5,283 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 4,781 | 0 | 0 | 0 | For |
| Lincoln Financial | 2,527 | 1,800 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 4,200 | 0 | 0 | 0 | For |
| TIAA | 3,404 | 0 | 0 | 0 | For |
| Goldman Sachs | 1,524 | 0 | 0 | 0 | For |
| John Hancock | 1,472 | 0 | 0 | 0 | For |
| Jackson National | 1,466 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 1,449 | 0 | 0 | Against |
| AIG/SunAmerica | 1,403 | 0 | 0 | 0 | For |
| Global X | 1,312 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 1,263 | 0 | 0 | 0 | For |
Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.
Meeting held 2026-06-23.
100% fund support · no official result
The 48 asset managers below cast 100% of the shares they voted on this item FOR (623,628 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 132,827 | 0 | 0 | 0 | For |
| Dimensional | 110,483 | 0 | 0 | 0 | For |
| BlackRock | 99,964 | 0 | 0 | 0 | For |
| Fidelity | 55,810 | 0 | 0 | 0 | For |
| First Trust | 36,229 | 0 | 0 | 0 | For |
| Allspring | 31,127 | 0 | 0 | 0 | For |
| EA Series Trust | 27,753 | 0 | 0 | 0 | For |
| WisdomTree | 25,733 | 0 | 0 | 0 | For |
| Charles Schwab | 24,971 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 20,668 | 0 | 0 | 0 | For |
| Northern Trust | 6,412 | 0 | 0 | 0 | For |
| Equitable | 5,857 | 0 | 0 | 0 | For |
| Prudential/PGIM | 5,856 | 0 | 0 | 0 | For |
| American Century | 5,283 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 4,781 | 0 | 0 | 0 | For |
| Lincoln Financial | 4,327 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 4,200 | 0 | 0 | 0 | For |
| TIAA | 3,404 | 0 | 0 | 0 | For |
| Goldman Sachs | 1,524 | 0 | 0 | 0 | For |
| John Hancock | 1,472 | 0 | 0 | 0 | For |
| Jackson National | 1,466 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,449 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 1,403 | 0 | 0 | 0 | For |
| Global X | 1,312 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 1,263 | 0 | 0 | 0 | For |
Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.
Meeting held 2026-06-23.
Combines 3 wordings of this item as funds reported it.
100% fund support · no official result
The 48 asset managers below cast 100% of the shares they voted on this item FOR (219,905 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 132,715 | 0 | 112 | 0 | For |
| Dimensional | 0 | 0 | 110,483 | 0 | Abstain |
| BlackRock | 0 | 0 | 99,964 | 0 | Abstain |
| Fidelity | 54,923 | 0 | 887 | 0 | For |
| First Trust | 0 | 0 | 36,229 | 0 | Abstain |
| Allspring | 0 | 0 | 31,127 | 0 | Abstain |
| EA Series Trust | 72 | 0 | 27,681 | 0 | Abstain |
| WisdomTree | 0 | 0 | 25,733 | 0 | Abstain |
| Charles Schwab | 24,971 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 20,668 | 0 | Abstain |
| Northern Trust | 0 | 0 | 6,412 | 0 | Abstain |
| Equitable | 0 | 0 | 5,857 | 0 | Abstain |
| Prudential/PGIM | 4,896 | 0 | 960 | 0 | For |
| American Century | 0 | 0 | 5,283 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 4,781 | 0 | Abstain |
| Lincoln Financial | 0 | 0 | 4,327 | 0 | Abstain |
| AMERICAN BEACON FUNDS | 0 | 0 | 4,200 | 0 | Abstain |
| TIAA | 0 | 0 | 3,404 | 0 | Abstain |
| Goldman Sachs | 1,524 | 0 | 0 | 0 | For |
| John Hancock | 0 | 0 | 1,472 | 0 | Abstain |
| Jackson National | 0 | 0 | 1,466 | 0 | Abstain |
| T. Rowe Price | 0 | 0 | 1,449 | 0 | Abstain |
| AIG/SunAmerica | 0 | 0 | 1,403 | 0 | Abstain |
| Global X | 0 | 0 | 1,312 | 0 | Abstain |
| Bridge Builder Trust | 0 | 0 | 1,263 | 0 | Abstain |
Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.
Meeting held 2026-05-26.
Combines 2 wordings of this item as funds reported it.
60% Majority: yes · of votes cast
Willis Lease Finance Corporation’s own tally for this item (“Proposal 3: Advisory Vote on Approval of Executive Compensation”): 3,989,151 for, 2,671,326 against, per its Form 8-K filed 2026-05-27 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 7,043,713 outstanding shares: 57% for, 38% against (95% of the company cast a for/against vote).
The 17 asset managers below cast 4% of the shares they voted on this item FOR (25,139 for, 685,284 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| M3F, Inc. | 0 | 669,670 | 0 | 0 | Against |
| Latash Investments, LLC | 13,500 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 0 | 12,756 | 0 | 0 | Against |
| MALTESE CAPITAL MANAGEMENT LLC | 10,083 | 0 | 0 | 0 | For |
| Vericimetry Funds | 1,504 | 0 | 0 | 0 | For |
| Knights of Columbus Asset Advisors LLC | 0 | 1,358 | 0 | 0 | Against |
| Westfuller Advisors, LLC | 0 | 895 | 0 | 0 | Against |
| RBB Fund Trust | 0 | 407 | 0 | 0 | Against |
| XPONANCE LLC | 52 | 163 | 0 | 0 | Against |
| Ethic Inc. | 0 | 14 | 0 | 0 | Against |
| L2 Asset Management, LLC | 0 | 13 | 0 | 0 | Against |
| LCM Capital Management Inc | 0 | 4 | 0 | 0 | Against |
| Sound View Wealth Advisors Group, LLC | 0 | 3 | 0 | 0 | Against |
| Aletheian Wealth Advisors LLC | 0 | 1 | 0 | 0 | Against |
| BOFA SECURITIES, INC. | 0 | 0 | 0 | 0 | -- |
| GatePass Capital, LLC | 0 | 0 | 0 | 0 | -- |
| MERRILL LYNCH INTERNATIONAL | 0 | 0 | 0 | 0 | -- |
Meeting held 2026-05-26.
Combines 3 wordings of this item as funds reported it.
82% Majority: yes · of votes cast
Willis Lease Finance Corporation’s own tally for this item (“Proposal 5: Approval of Adjournment of the Annual Meeting”): 5,475,476 for, 1,193,635 against, per its Form 8-K filed 2026-05-27 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 7,043,713 outstanding shares: 78% for, 17% against (95% of the company cast a for/against vote).
The 4 asset managers below cast 100% of the shares they voted on this item FOR (15,217 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Advisors' Inner Circle Fund III | 12,756 | 0 | 0 | 0 | For |
| Vericimetry Funds | 1,504 | 0 | 0 | 0 | For |
| Cornerstone Capital, Inc. | 550 | 0 | 0 | 0 | For |
| RBB Fund Trust | 407 | 0 | 0 | 0 | For |
Meeting held 2026-05-26.
Combines 2 wordings of this item as funds reported it.
100% fund support · no official result
The 3 asset managers below cast 100% of the shares they voted on this item FOR (14,667 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Advisors' Inner Circle Fund III | 12,756 | 0 | 0 | 0 | For |
| Vericimetry Funds | 1,504 | 0 | 0 | 0 | For |
| RBB Fund Trust | 407 | 0 | 0 | 0 | For |
Meeting held 2026-05-26.
Combines 2 wordings of this item as funds reported it.
100% fund support · no official result
The 3 asset managers below cast 100% of the shares they voted on this item FOR (14,667 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Advisors' Inner Circle Fund III | 12,756 | 0 | 0 | 0 | For |
| Vericimetry Funds | 1,504 | 0 | 0 | 0 | For |
| RBB Fund Trust | 407 | 0 | 0 | 0 | For |
Meeting held 2026-05-26.
Combines 2 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
Willis Lease Finance Corporation’s own tally for this item (“Proposal 4: Advisory Vote on the Appointment of Grant Thornton LLP”): 6,987,595 for, 23,144 against, per its Form 8-K filed 2026-05-27 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 7,043,713 outstanding shares: 99.2% for, 0.4% against (99.5% of the company cast a for/against vote).
The 3 asset managers below cast 100% of the shares they voted on this item FOR (14,667 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Advisors' Inner Circle Fund III | 12,756 | 0 | 0 | 0 | For |
| Vericimetry Funds | 1,504 | 0 | 0 | 0 | For |
| RBB Fund Trust | 407 | 0 | 0 | 0 | For |
Meeting held 2026-06-23.
2% fund support · no official result
The 3 asset managers below cast 2% of the shares they voted on this item FOR (11 for, 647 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| ALGERT GLOBAL LLC | 0 | 630 | 0 | 0 | Against |
| Cornerstone Investment Partners, LLC | 0 | 17 | 0 | 0 | Against |
| Coyle Financial Counsel LLC | 11 | 0 | 0 | 0 | For |
Ranked by the number of Willis Lease Finance Corporation shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 7,043,713 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 2.26% |
| 2 | Vanguard | 2.22% |
| 3 | Dimensional | 2.03% |
| 4 | Renaissance | 1.72% |
| 5 | Four Tree Island Advisory LLC | 1.24% |
| 6 | Allspring | 0.96% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 0.93% |
| 8 | Fidelity | 0.81% |
| 9 | State Street | 0.78% |
| 10 | Charles Schwab | 0.71% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| WILLIS CHARLES F IV | 47.70% | 13D |
| M3 Funds, LLC | 9.61% | 13G |
| Dimensional Fund Advisors | 7.54% | 13F |
| BlackRock | 3.04% | 13F |
| Renaissance Technologies | 2.81% | 13F |
| Two Sigma | 2.36% | 13F |
| Vanguard Group | 2.19% | 13F |
| Geode Capital | 1.08% | 13F |
| State Street | 0.95% | 13F |
| Morgan Stanley | 0.66% | 13F |
Percentages above are of 7,043,713 shares outstanding, as reported by Willis Lease Finance Corporation on its Form 10-Q dated 2026-05-01 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Willis Lease Finance Corporation’s 10-Q dated 2026-05-01. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At Willis Lease Finance Corporation's 2 shareholder meetings in the 2025-2026 proxy season (held 2026-05-26 and 2026-06-23), 175 asset managers reported how they voted in their SEC Form N-PX filings, covering 965 separate fund positions. Their filings are grouped here into 11 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. Willis Lease Finance Corporation's own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Cast an advisory vote to approve the compensation of the Company's named executive officers as… — the reporting funds cast 8% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
Willis Lease Finance Corporation proxy season coverage: 2025-2026 (this page).