WHITEHORSE FIN INC

Watch

Share

WHF·96524V106·US·equity·Financial Services - Asset Management

WHF (WHITEHORSE FIN INC) is held by 23 institutional investors as of Q1 2026. Largest holders: TWO SIGMA INVESTMENTS, LP ($3.2M), BANK OF AMERICA CORP /DE/ ($1.4M), Legal & General Group Plc ($1.3M). Net institutional sentiment: Mixed.

23

Holders

Avg rating(2 Elite)

$10.9M

Total Value

42% (35)

Fund Consensus

13 buying - 18 selling

Smart Money Verdict

View all

54Mixed MomentumSplit Signals

Institutional (13F)43

Insider (Form 4)71

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

Get 5 free verdicts/month - sign up in 10 seconds

See how WHF's score breaks down across 4 SEC sources

Holder Quality

2

★★★★★

Elite

11

★★★★

Strong

10

★★★

Solid

9

★★

Below

3

★

Weak

Held by 23 funds

2 elite

Who's Trading

InsiderBJBOLDUC JOHNBuy $24KMay 29, 2026

InsiderBJBOLDUC JOHNBuy $24KMay 28, 2026

InsiderBJBOLDUC JOHNBuy $25KMay 27, 2026

InsiderBJBOLDUC JOHNBuy $25KMay 27, 2026

InsiderADAronson Stuart DBuy $56KMar 23, 2026

InsiderUNUnknownBuy $36KMar 20, 2026

InsiderBJBOLDUC JOHNBuy $30KMar 16, 2026

InsiderUNUnknownBuy $30KMar 16, 2026

InsiderVPVolpe John PaulBuy $7KMar 13, 2026

InsiderUNUnknownBuy $30KMar 13, 2026

Sign up to unlock

View all insider trades

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (23)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
TWO SIGMA INVESTMENTS, LP	Increased	435,572(+69.1%)	$3.2M	0.0%	-4.28%	39
BANK OF AMERICA CORP /DE/	Unchanged	185,004	$1.4M	0.0%	-10.58%	0
Legal & General Group Plc	Increased	169,074(+3.9%)	$1.3M	0.0%	+11.79%	26
BANK OF MONTREAL /CAN/	Unchanged	114,842	$849,831	0.0%	+8.97%	0
MWMARSHALL WACE, LLP	New	76,266	$564,369	0.0%	+6.89%	34
BlackRock, Inc.	Decreased	72,946(-43.0%)	$539,800	0.0%	-5.93%	0
LPL Financial LLC	Increased	69,765(+0.2%)	$516,262	0.0%	+0.21%	24
Trexquant Investment LP	Increased	67,486(+334.2%)	$499,396	0.0%	+6.35%	39
VICTORY CAPITAL MANAGEMENT INC	New	63,291	$468,353	0.0%	+6.89%	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	37,926(-11.9%)	$280,652	0.0%	-0.05%	0
MORGAN STANLEY	Increased	34,996(+26.7%)	$258,976	0.0%	-2.75%	20
UBS Group AG	Decreased	31,535(-24.5%)	$233,359	0.0%	-0.62%	0
Vident Advisory, LLC	New	23,243	$171,998	0.0%	+6.89%	31
RAYMOND JAMES FINANCIAL INC	Increased	22,426(+11.7%)	$165,951	0.0%	-8.39%	25
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	16,898(+33.5%)	$125,045	0.0%	+5.16%	28
NewEdge Wealth, LLC	Increased	16,811(+3.6%)	$124,404	0.0%	-16.35%	23
OSAIC HOLDINGS, INC.	Decreased	14,923(-19.9%)	$110,439	0.0%	+14.27%	0
ROYAL BANK OF CANADA	Decreased	12,644(-8.6%)	$94,000	0.0%	-9.89%	0
SIMPLEX TRADING, LLC	Increased	1,579(+4.6%)	$11,684	0.0%	+4.69%	12
Rockefeller Capital Management L.P.	Unchanged	1,100	$8,140	0.0%	+8.97%	0

Showing 1-20 of 35

Per page:

1 / 2

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Financial Services stocks held by institutions

VVISA INC

423 holders · $333.9B

MAMASTERCARD INCORPORATED

410 holders · $300.6B

JPMJPMORGAN CHASE & CO

406 holders · $422.8B

BACBANK AMERICA CORP

397 holders · $204.2B

BRK/BBERKSHIRE HATHAWAY INC DEL

392 holders · $307B

COFCAPITAL ONE FINL CORP

381 holders · $76.4B

WFCWELLS FARGO & CO

380 holders · $148.4B

SPGIS&P GLOBAL INC

378 holders · $82.7B

MSMORGAN STANLEY

377 holders · $183.7B

SCHWSCHWAB CHARLES CORP

377 holders · $101.4B

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer