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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — WHF
Institutional Holdings
Insider Transactions
US Institutional Ownership
15.5%
Institution
Shares
Value
Ownership %
Change
Filing Date
Lalia Capital, LLC
712.8K
$4.0M
3.32%
+23.7K
2026-06-30
TWO SIGMA INVESTMENTS, LP
430.6K
$2.0M
2.00%
--
2026-06-30
Ethos Financial Group, LLC
360.5K
$2.0M
1.68%
+116.6K
2026-06-30
CastleKnight Management LP
205.7K
$1.0M
0.96%
-86.8K
2026-06-30
BANK OF AMERICA CORP /DE/
185.0K
$1.0M
0.86%
+2
2026-06-30
Legal & General Group Plc
174.9K
$1.0M
0.81%
+5.8K
2026-06-30
BANK OF MONTREAL /CAN/
114.8K
--
0.53%
--
2026-06-30
RAYMOND JAMES FINANCIAL INC
105.5K
--
0.49%
+83.1K
2026-06-30
Blue Trust, Inc.
95.6K
--
0.45%
--
2026-06-30
Trexquant Investment LP
90.5K
--
0.42%
+23.0K
2026-06-30
LPL Financial LLC
76.0K
--
0.35%
+6.2K
2026-06-30
BlackRock, Inc.
71.1K
--
0.33%
-1.8K
2026-06-30
Sound Income Strategies, LLC
71.0K
--
0.33%
-1.8K
2026-06-30
UBS Group AG
57.4K
--
0.27%
+25.9K
2026-06-30
MARSHALL WACE, LLP
55.1K
--
0.26%
-21.2K
2026-06-30
BASSO CAPITAL MANAGEMENT, L.P.
52.5K
--
0.24%
-7.5K
2026-06-30
Cambridge Investment Research Advisors, Inc.
45.6K
--
0.21%
-1.6K
2026-06-30
Closed-End Fund Advisors, Inc.
45.0K
--
0.21%
+175
2026-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
44.4K
--
0.21%
+27.5K
2026-06-30
GABLES CAPITAL MANAGEMENT INC.
43.9K
--
0.20%
-7.1K
2026-06-30
Virtus Investment Advisers, LLC
41.6K
--
0.19%
-19.0K
2026-06-30
Snowden Capital Advisors LLC
30.5K
--
0.14%
+1.3K
2026-06-30
DIMENSION CAPITAL MANAGEMENT LLC
28.3K
--
0.13%
--
2026-06-30
CANADA LIFE ASSURANCE Co
25.0K
--
0.12%
+613
2026-06-30
Vident Advisory, LLC
24.3K
--
0.11%
+1.0K
2026-06-30
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