Among active 13F managers last quarter, 5 opened and 9 added, while 5 reduced; the largest holder to move was Lalia Capital, LLC (+3.4%). Over the last 180 days, 4 insiders bought and none sold, a net +$992K in open-market trades.
Funds lean in and no leg opposes.
46 tracked 13F filers disclose a position in WHF as of the latest SEC 13F filings, a combined $22.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lalia Capital, LLC | 713K | $4.8M | ▲+3.4% Added · +24K sh | Q2 2026 | |
| 2 | Two Sigma Investments, LP | 436K | $3.2M | ▲+69% Added · +178K sh | Q1 2026 | |
| 3 | Ethos Financial Group, LLC | 361K | $2.4M | ▲+48% Added · +117K sh | Q2 2026 | |
| 4 | CastleKnight Management LP | 206K | $1.4M | ▼−30% Reduced · −87K sh | Q2 2026 | |
| 5 | Bank Of America Corp | 185K | $1.4M | —Held | Q1 2026 | |
| 6 | Legal & General Group Plc | 169K | $1.3M | ▲+3.9% Added · +6K sh | Q1 2026 | |
| 7 | Bank Of Montreal | 115K | $850K | —Held | Q1 2026 | |
| 8 | Blue Trust, Inc. | 96K | $641K | —Held | Q2 2026 | |
| 9 | Trexquant Investment LP | 91K | $607K | ▲+34% Added · +23K sh | Q2 2026 | |
| 10 | Marshall Wace, LLP | 76K | $564K | ▲New +76K sh | Q1 2026 | |
| 11 | BlackRock, Inc. | 71K | $477K | ▼−2.5% Reduced · −2K sh | Q2 2026 | |
| 12 | Sound Income Strategies, LLC | 71K | $476K | ▼−2.5% Reduced · −2K sh | Q2 2026 | |
| 13 | LPL Financial LLC | 70K | $516K | ▲+0.2% Added · +121 sh | Q1 2026 | |
| 14 | Victory Capital Management Inc | 63K | $468K | ▲New +63K sh | Q1 2026 | |
| 15 | Basso Capital Management, L.P. | 53K | $352K | ▼−13% Reduced · −8K sh | Q2 2026 | |
| 16 | Closed-End Fund Advisors, Inc. | 45K | $301K | ▲+0.4% Added · +175 sh | Q2 2026 | |
| 17 | O'shaughnessy Asset Management, LLC | 44K | $298K | ▲+163% Added · +28K sh | Q2 2026 | |
| 18 | Gables Capital Management Inc. | 44K | $294K | ▼−14% Reduced · −7K sh | Q2 2026 | |
| 19 | Virtus Investment Advisers, LLC | 42K | $279K | ▼−31% Reduced · −19K sh | Q2 2026 | |
| 20 | Susquehanna International Group, LLP | 38K | $281K | ▼−12% Reduced · −5K sh | Q1 2026 | |
| 21 | Morgan Stanley | 35K | $259K | ▲+27% Added · +7K sh | Q1 2026 | |
| 22 | UBS Group AG | 32K | $233K | ▼−25% Reduced · −10K sh | Q1 2026 | |
| 23 | Snowden Capital Advisors LLC | 30K | $212K | ▲+4.3% Added · +1K sh | Q2 2026 | |
| 24 | Dimension Capital Management LLC | 28K | $190K | —Held | Q2 2026 | |
| 25 | Campbell & CO Investment Adviser LLC | 26K | $191K | ▲New +26K 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, 5 funds opened a new position in WHF and 9 added to an existing one, while 5 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 26 funds | $12.7B |
| Apple IncAAPL | 26 funds | $11.5B |
| Microsoft CorpMSFT | 26 funds | $7.7B |
| Alphabet Inc-CL AGOOGL | 26 funds | $6.5B |
| Eli Lilly & CoLLY | 26 funds | $3.0B |
| Amazon.com IncAMZN | 25 funds | $8.3B |
| Broadcom IncAVGO | 24 funds | $4.2B |
| Tesla IncTSLA | 24 funds | $3.3B |
| Williams Cos IncWMB | 24 funds | $507.2M |
| Meta Platforms Inc-Class AMETA | 23 funds | $3.3B |
| Advanced Micro DevicesAMD | 23 funds | $2.5B |
| JPMorgan Chase & CoJPM | 23 funds | $2.3B |
Ranked by how many of WHF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WHF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 18, 2026 | Bolduc John | Director | Buy (P) 2 lots, same day | 15K | $100K |
| Jun 15, 2026 | Aronson Stuart D | Chief Executive Officer, Director | Buy (P) | 15K | $96K |
| Jun 5, 2026 | Bolduc John | Director | Buy (P) 2 lots, same day | 7K | $48K |
| Jun 4, 2026 | Bolduc John | Director | Buy (P) 2 lots, same day | 7K | $49K |
| Jun 2, 2026 | Bolduc John | Director | Buy (P) 2 lots, same day | 7K | $49K |
| Jun 1, 2026 | Bolduc John | Director | Buy (P) 2 lots, same day | 7K | $49K |
| May 29, 2026 | Volpe John Paul | Director | Buy (P) | 1K | $7K |
| May 29, 2026 | Bolduc John | Director | Buy (P) 2 lots, same day | 7K | $48K |
| May 28, 2026 | Bolduc John | Director | Buy (P) 2 lots, same day | 7K | $49K |
| May 27, 2026 | Bolduc John | Director | Buy (P) 2 lots, same day | 7K | $49K |
| May 22, 2026 | Aronson Stuart D | Chief Executive Officer, Director | Buy (P) 2 lots, same day | 12K | $77K |
| May 21, 2026 | Aronson Stuart D | Chief Executive Officer, Director | Buy (P) | 20K | $133K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 16 | 11 | – |
Insiders Form 4 open-market | 4 | 0 | +$992K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for WHF
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.