As of November 6, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of Willow Tree Capital Corporation. The largest reported stake is Liberty Mutual Holding Company Inc.'s, at 15.1%. 9 filings are on record since July 2, 2025 (Schedule 13G/A, October 1, 2026).
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Key facts
- · Reporting person: Liberty Mutual Holding Company Inc. · Sole voting: 0 · Shared voting: 4,166,887 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-01
- · Holder: Liberty Mutual Holding Company Inc. · Percent: 15.5% · SCHEDULE 13G/A
- · Holder: Liberty Mutual Holding Company Inc. · Percent: 15.6% · SCHEDULE 13G/A
- · Holder: Strs Ohio · Percent: 10.4% · SCHEDULE 13G/A
- · Holder: Liberty Mutual Holding Company Inc. · Percent: 15.5% · SCHEDULE 13G/A
Willow Tree Capital Corporation has 9 Schedule 13D or 13G filings on record since 2025-07-02. 3 holders' latest filing reports 5% or more of common stock, par value $0.01 ("common stock"). Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Liberty Mutual Holding Company Inc. | 15.1% | 4,166,887 | SCHEDULE 13G/A, 2026-10-01 | 2026-09-30 |
| Hershey Trust Co Trustee In Trust For Milton Hershey School | 10.9% | 2,228,681 | SCHEDULE 13G/A, 2025-11-14 | 2025-09-30 |
| 10.4% | 2,509,931 | SCHEDULE 13G/A, 2026-01-06 | 2025-12-31 |
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More on Willow Tree Capital Corporation and the records around it.
Willow Tree Capital Corporation elsewhere on the record
- Leadership changes Sep 2026
Companies that share a holder
- Liberty Mutual Holding Company Inc. also filed stake reports on 4 other companies: 5C Lending Partners Corp. (Oct 2026), Office Properties Income Trust (Jul 2026), Sound Point Direct Lending BDC (Jul 2026)
- STRS OHIO also filed stake reports on 6 other companies: Crestline Lending Solutions, LLC (Oct 2026), Stone Point Credit Income Fund (Sep 2026), Audax Private Credit Fund, LLC (Jan 2026)
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What the Full Report on Willow Tree Capital Corporation covers
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Liberty Mutual Holding Company Inc. | 0 | 4,166,887 | 0 | 0 | SCHEDULE 13G/A, 2026-10-01 |
| Liberty Mutual Insurance Company | 0 | 1,666,618 | 0 | 0 | SCHEDULE 13G/A, 2026-10-01 |
| Peerless Insurance Company | 0 | 1,249,793 | 0 | 0 | SCHEDULE 13G/A, 2026-10-01 |
| Safeco Insurance Company of America | 0 | 625,238 | 0 | 0 | SCHEDULE 13G/A, 2026-10-01 |
| The Ohio Casualty Insurance Company | 0 | 625,238 | 0 | 0 | SCHEDULE 13G/A, 2026-10-01 |
The latest filing names Willow Tree Capital Corporation, with its principal executive office as 450 Park Avenue, 29th Floor, New York, NY 10022 (SCHEDULE 13G/A, 2026-10-01).
What the percentages are based on
See the responses to Item 11 of the attached cover pages. The percentages reported in Item 11 are based on 27,615,211 shares of Common Stock outstanding as of July 27, 2026, following a dividend and related dividend reinvestment completed by the Issuer on July 27, 2026.Liberty Mutual Holding Company Inc., SCHEDULE 13G/A, 2026-10-01
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-02 | Liberty Mutual Holding Company Inc. | 15.8% | SCHEDULE 13G/A |
| 2025-08-01 | Liberty Mutual Holding Company Inc. | 15.8% | SCHEDULE 13G/A |
| 2025-10-02 | Liberty Mutual Holding Company Inc. | 15.6% | SCHEDULE 13G/A |
| 2025-11-14 | Hershey Trust Co Trustee In Trust For Milton Hershey School | 10.9% | SCHEDULE 13G/A |
| 2026-01-05 | Liberty Mutual Holding Company Inc. | 15.5% | SCHEDULE 13G/A |
| 2026-01-06 | Strs Ohio | 10.4% | SCHEDULE 13G/A |
| 2026-04-01 | Liberty Mutual Holding Company Inc. | 15.6% | SCHEDULE 13G/A |
| 2026-07-09 | Liberty Mutual Holding Company Inc. | 15.5% | SCHEDULE 13G/A |
| 2026-10-01 | Liberty Mutual Holding Company Inc. | 15.1% | SCHEDULE 13G/A |
Questions about who owns Willow Tree Capital Corporation
Who owns Willow Tree Capital Corporation?
On this page, 3 holders' latest ownership filings report 5% or more of Willow Tree Capital Corporation: Liberty Mutual Holding Company Inc. (15.1%, Schedule 13G/A, filed 2026-10-01), Hershey Trust Co Trustee In Trust For Milton Hershey School (10.9%, Schedule 13G/A, filed 2025-11-14) and Strs Ohio (10.4%, Schedule 13G/A, filed 2026-01-06).
Who are the largest shareholders of Willow Tree Capital Corporation?
By the share each holder's latest filing reports, the largest holders of Willow Tree Capital Corporation on this page are Liberty Mutual Holding Company Inc. (15.1%), Hershey Trust Co Trustee In Trust For Milton Hershey School (10.9%) and Strs Ohio (10.4%).
When did Liberty Mutual Holding Company Inc. buy into Willow Tree Capital Corporation?
The filings give report dates, not purchase dates. The earliest filing from Liberty Mutual Holding Company Inc. on this page is the Schedule 13G/A, filed 2025-07-02, reporting 15.8%; its latest, Schedule 13G/A filed 2026-10-01, reports 15.1%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 9 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Willow Tree Capital Corporation
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 1, 2026 | Leadership change: Mark Klingensmith departs, Chief Financial Officer, and 1 more | — | Leadership changes | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.