38 tracked 13F filers disclose a position in WHF as of the latest SEC 13F filings, a combined $15.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TWO SIGMA INVESTMENTS, LP | $3.2M | 436K | ▲+69% Added · +178K sh | Q1 2026 | |
| 2 | CastleKnight Management LP | $2.2M | 292K | —Held | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $1.4M | 185K | —Held | Q1 2026 | |
| 4 | Legal & General Group Plc | $1.3M | 169K | ▲+3.9% Added · +6K sh | Q1 2026 | |
| 5 | BANK OF MONTREAL /CAN/ | $850K | 115K | —Held | Q1 2026 | |
| 6 | Blue Trust, Inc. | $641K | 96K | —Held | Q2 2026 | |
| 7 | MARSHALL WACE, LLP | $564K | 76K | ▲New +76K sh | Q1 2026 | |
| 8 | BlackRock, Inc. | $540K | 73K | ▼−43% Reduced · −55K sh | Q1 2026 | |
| 9 | Sound Income Strategies, LLC | $476K | 71K | ▼−2.5% Reduced · −2K sh | Q2 2026 | |
| 10 | LPL Financial LLC | $516K | 70K | ▲+0.2% Added · +121 sh | Q1 2026 | |
| 11 | Trexquant Investment LP | $499K | 67K | ▲+334% Added · +52K sh | Q1 2026 | |
| 12 | VICTORY CAPITAL MANAGEMENT INC | $468K | 63K | ▲New +63K sh | Q1 2026 | |
| 13 | Advisors Asset Management, Inc. | $450K | 61K | ▼−4.3% Reduced · −3K sh | Q1 2026 | |
| 14 | BASSO CAPITAL MANAGEMENT, L.P. | $352K | 53K | ▼−13% Reduced · −8K sh | Q2 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $281K | 38K | ▼−12% Reduced · −5K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $259K | 35K | ▲+27% Added · +7K sh | Q1 2026 | |
| 17 | UBS Group AG | $233K | 32K | ▼−25% Reduced · −10K sh | Q1 2026 | |
| 18 | Snowden Capital Advisors LLC | $224K | 29K | ▲+10% Added · +3K sh | Q1 2026 | |
| 19 | DIMENSION CAPITAL MANAGEMENT LLC | $210K | 28K | —Held | Q1 2026 | |
| 20 | Campbell & CO Investment Adviser LLC | $191K | 26K | ▲New +26K sh | Q1 2026 | |
| 21 | Vident Advisory, LLC | $172K | 23K | ▲New +23K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $166K | 22K | ▲+12% Added · +2K sh | Q1 2026 | |
| 23 | TWO SIGMA SECURITIES, LLC | $128K | 17K | ▲New +17K sh | Q1 2026 | |
| 24 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $125K | 17K | ▲+33% Added · +4K sh | Q1 2026 | |
| 25 | NewEdge Wealth, LLC | $124K | 17K | ▲+3.6% Added · +581 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in WHF and 5 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 15 funds | $4.6B |
| AMAZON.COM INCAMZN | 15 funds | $3.4B |
| BROADCOM INCAVGO | 15 funds | $2.4B |
| MICRON TECHNOLOGY INCMU | 15 funds | $934.3M |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 15 funds | $857.0M |
| ORACLE CORPORCL | 15 funds | $507.6M |
| BLACKSTONE INCBX | 15 funds | $340.9M |
| ADOBE INCADBE | 15 funds | $236.9M |
| CAPITAL ONE FINANCIAL CORPCOF | 15 funds | $218.6M |
| FEDEX CORPFDX | 15 funds | $211.7M |
| KKR & CO INCKKR | 15 funds | $199.3M |
| VISTRA CORPVST | 15 funds | $196.4M |
Ranked by how many of WHF's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 18, 2026 | BOLDUC JOHN | Director | Buy (P) | 8K | $50K |
| Jun 18, 2026 | BOLDUC JOHN | Director | Buy (P) | 8K | $50K |
| Jun 15, 2026 | Aronson Stuart D | Chief Executive Officer, Director | Buy (P) | 15K | $96K |
| Jun 5, 2026 | BOLDUC JOHN | Director | Buy (P) | 4K | $24K |
| Jun 5, 2026 | BOLDUC JOHN | Director | Buy (P) | 4K | $24K |
| Jun 4, 2026 | BOLDUC JOHN | Director | Buy (P) | 4K | $25K |
| Jun 4, 2026 | BOLDUC JOHN | Director | Buy (P) | 4K | $25K |
| Jun 2, 2026 | BOLDUC JOHN | Director | Buy (P) | 4K | $24K |
| Jun 2, 2026 | BOLDUC JOHN | Director | Buy (P) | 4K | $24K |
| Jun 1, 2026 | BOLDUC JOHN | Director | Buy (P) | 4K | $25K |
| Jun 1, 2026 | BOLDUC JOHN | Director | Buy (P) | 4K | $25K |
| May 29, 2026 | Volpe John Paul | Director | Buy (P) | 1K | $7K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WHF/capital-change-brief"
Use Arkolith's capital_change_brief for WHF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WHF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.