Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Whitehorse Fin Inc (WHF)

50 + Investors. Track Smart Money conviction in WHF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
48%

Smart Money Signals — WHF

Based on 51 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
51 funds currently hold this stock — 84% of the 3.0-year high of 61 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WHF is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

24 buying26 selling
Last quarter: 26 funds reduced or exited vs 24 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 18 → 9 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 20% medium ■ 24% new
29 out of 51 hedge funds have held WHF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

6 → 8 → 18 → 9 → 9 new funds/Q
New funds entering each quarter: 8 → 18 → 9 → 9. WHF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 59% veterans vs 25% newcomers

■ 59% veterans ■ 16% 1-2yr ■ 25% new
Entry-cohort mix of 51 holders: 30 (59%) are 2+ year veterans, 8 entered 1–2 years ago, and 13 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
13 of 50 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WHF

In 2026 Q2, 24 hedge funds were net buyers of WHF (9 opened a new position, 15 added to an existing one), while 26 reduced or exited (17 trimmed, 9 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 35% of total institutional value in WHF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 51.

Hedge Fund Ownership: WHF

How many hedge funds hold WHF — quarterly history vs. share price
Quarterly hedge fund ownership of WHF vs. share price

Market Analysis: WHF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WHF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: WHF
50 + Investors

Track Smart Money conviction in WHF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 50 51 -1.96%
13F Shares 3M 4M -7.98%
Total Value $22M $26M -15.6%
New Positions 9 9 -
Increased Positions 15 15 -
Closed Positions 9 16 -7
Reduced Positions 17 12 +5
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WHF

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

50 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WHF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WHF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lalia Capital, LLC 2.32% 712,769 $4.8M
2 Closed-End Fund Advisors, Inc. 0.29% 44,996 $301K
3 Ethos Financial Group, LLC 0.16% 360,532 $2.4M
4 Gables Capital Management INC. 0.11% 43,865 $294K
5 Basso Capital Management, L.P. 0.08% 52,500 $352K
6 Virtus Investment Advisers, LLC 0.06% 41,578 $279K
7 Powell Investment Advisors, LLC 0.03% 12,033 $84K
8 Northstar Advisory Group, LLC 0.02% 11,777 $79K
9 Dimension Capital Management LLC 0.02% 28,337 $190K
10 Sound Income Strategies, LLC 0.02% 70,994 $476K
11 CastleKnight Management LP 0.02% 205,656 $1.4M
12 Blue Trust, Inc. 0.01% 95,601 $641K
13 Norden Group LLC 0.01% 11,000 $74K
14 Snowden Capital Advisors LLC 0.01% 30,473 $212K
15 Highline Wealth Partners LLC 0.00% 3,270 $22K
16 Trexquant Investment LP 0.00% 90,532 $607K
17 Two Sigma Investments, LP 0.00% 430,600 $2.9M
18 O'shaughnessy Asset Management, LLC 0.00% 44,403 $298K
19 Vident Advisory, LLC 0.00% 24,281 $163K
20 NewEdge Wealth, LLC 0.00% 17,408 $117K
21 Ancora Advisors LLC 0.00% 3,000 $20K
22 Marshall Wace, LLP 0.00% 55,073 $369K
23 Bank of Montreal /Can/ 0.00% 114,842 $769K
24 Legal & General Group Plc 0.00% 174,879 $1.2M
25 Hilton Head Capital Partners, LLC 0.00% 65 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Whitehorse Fin Inc (WHF)

What does the Smart Money Trend signal show for WHF?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for WHF?

More sellers than buyers — 48% buying: Last quarter: 26 funds reduced or exited vs 24 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WHF holders?

Strong quality — 35% AUM from major funds: 13 of 50 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WHF?

57% of holders stayed for 2+ years: 29 out of 51 hedge funds have held WHF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →