% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for WHF in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Lalia Capital, LLC | — | — | — | — | 666K | 689K | $5M |
| TWO SIGMA INVESTMENTS, LP | 212K | 195K | 181K | 231K | 258K | 436K | $3M |
| CastleKnight Management LP | — | — | — | — | 292K | 292K | $2M |
| Ethos Financial Group, LLC | — | 200K | 206K | 222K | 244K | 244K | $2M |
| BANK OF AMERICA CORP /DE/ | 41K | 96K | 185K | 186K | 185K | 185K | $1M |
| Legal & General Group Plc | 158K | 150K | 157K | 140K | 163K | 169K | $1M |
| BANK OF MONTREAL /CAN/ | — | — | — | 115K | 115K | 115K | $849,831 |
| Blue Trust, Inc. | 54K | 67K | 67K | 75K | 96K | 96K | $707,444 |
| MARSHALL WACE, LLP | 42K | — | 42K | 66K | — | 76K | $564,369 |
| BlackRock, Inc. | 74K | 79K | 105K | 139K | 128K | 73K | $539,800 |
| Sound Income Strategies, LLC | 965K | 1.0M | 942K | 858K | 77K | 73K | $517,690 |
| LPL Financial LLC | 15K | 15K | 23K | 47K | 70K | 70K | $516,262 |
| Trexquant Investment LP | 41K | 32K | 48K | — | 16K | 67K | $499,396 |
| VICTORY CAPITAL MANAGEMENT INC | — | — | — | — | — | 63K | $468,353 |
| Advisors Asset Management, Inc. | 165K | 164K | 70K | 69K | 64K | 61K | $450,098 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | +178,053 | $1M | ADD |
| MARSHALL WACE, LLP | +76,266 | $564,368 | OPEN |
| VICTORY CAPITAL MANAGEMENT INC | +63,291 | $468,353 | OPEN |
| Trexquant Investment LP | +51,945 | $384,393 | ADD |
| Campbell & CO Investment Adviser LLC | +25,836 | $191,186 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| TWO SIGMA ADVISERS, LP | −206,252 | $2M | CLOSE |
| JANE STREET GROUP, LLC | −133,724 | $989,558 | CLOSE |
| CITADEL ADVISORS LLC | −65,798 | $486,905 | CLOSE |
| BlackRock, Inc. | −55,062 | $407,459 | TRIM |
| Quadrature Capital Ltd | −48,840 | $361,416 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 49 | 3,412,911 | — | $25M |
| 2025-Q4 | 58 | 3,632,048 | — | $25M |
| 2025-Q3 | 49 | 3,300,154 | — | $23M |
| 2025-Q2 | 50 | 3,301,560 | — | $29M |
| 2025-Q1 | 51 | 3,423,594 | — | $33M |
| 2024-Q4 | 61 | 3,526,598 | — | $34M |
| 2024-Q3 | 54 | 3,258,673 | — | $38M |
| 2024-Q2 | 62 | 3,652,693 | — | $45M |
| 2024-Q1 | 55 | 3,327,144 | — | $41M |
| 2023-Q4 | 57 | 3,223,449 | — | $39M |
| 2023-Q3 | 53 | 2,905,307 | — | $37M |
| 2023-Q2 | 52 | 2,885,984 | — | $37M |
| 2023-Q1 | 56 | 2,855,284 | — | $36M |
| 2022-Q4 | 63 | 2,944,934 | — | $38M |
| 2022-Q3 | 48 | 2,875,816 | — | $32M |
| 2022-Q2 | 45 | 2,829,363 | — | $37M |
| 2022-Q1 | 41 | 2,804,328 | — | $42M |
| 2021-Q4 | 48 | 3,073,779 | — | $48M |
| 2021-Q3 | 47 | 2,385,275 | — | $36M |
| 2021-Q2 | 48 | 2,592,421 | — | $39M |
| 2021-Q1 | 51 | 2,889,429 | — | $44M |
| 2020-Q4 | 48 | 2,987,713 | — | $41M |
| 2020-Q3 | 46 | 3,417,859 | — | $33M |
| 2020-Q2 | 43 | 3,482,180 | — | $36M |
| 2020-Q1 | 52 | 3,876,863 | — | $28M |
| 2019-Q4 | 56 | 4,251,502 | — | $58M |
| 2019-Q3 | 45 | 3,249,574 | — | $45M |
| 2019-Q2 | 46 | 3,374,882 | — | $46M |
| 2019-Q1 | 38 | 2,428,649 | — | $34M |
| 2018-Q4 | 33 | 2,580,691 | — | $33M |
| 2018-Q3 | 37 | 2,704,867 | — | $38M |
| 2018-Q2 | 37 | 1,816,729 | — | $26M |
| 2018-Q1 | 30 | 1,672,431 | — | $20M |
| 2017-Q4 | 38 | 1,815,205 | — | $24M |
| 2017-Q3 | 37 | 1,892,676 | — | $28M |
| 2017-Q2 | 33 | 1,971,368 | — | $26M |
| 2017-Q1 | 23 | 2,106,154 | — | $29M |
| 2016-Q4 | 22 | 2,081,839 | — | $25M |
| 2016-Q3 | 18 | 1,848,126 | — | $20M |
| 2016-Q2 | 23 | 1,947,033 | — | $21M |
| 2016-Q1 | 25 | 2,058,287 | — | $22M |
| 2015-Q4 | 27 | 2,199,427 | — | $25M |
| 2015-Q3 | 29 | 2,516,161 | — | $29M |
| 2015-Q2 | 26 | 2,758,522 | — | $35M |
| 2015-Q1 | 24 | 2,644,837 | — | $35M |
| 2014-Q4 | 26 | 2,441,833 | — | $37M |
| 2014-Q3 | 28 | 1,966,873 | — | $29M |
| 2014-Q2 | 39 | 2,085,702 | — | $33M |
| 2014-Q1 | 40 | 2,058,580 | — | $34M |
| 2013-Q4 | 35 | 1,870,916 | — | $36M |
| 2013-Q3 | 37 | 1,766,417 | — | $34M |
| 2013-Q2 | 35 | 1,542,320 | — | $33M |
| 2013-Q1 | 1 | 11,620 | — | $184,000 |
