Simplex Trading
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Simplex Trading’s WhiteHorse Finance WHF Stock Holding History

Simplex Trading’s Portfolio WHF Stock Details WHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10K Sell
1,494
-85
-5% -$606 ﹤0.01% 7691
2026
Q1 		$11.7K Buy
1,579
+70
+5% +$482 ﹤0.01% 7224
2025
Q4 		$10.5K Buy
+1,509
New +$10.7K ﹤0.01% 6955
2025
Q1 		– Sell
-229
Closed -$2.35K – 9825
2024
Q4 		$2K Sell
229
-296
-56% -$3.25K ﹤0.01% 8100
2024
Q3 		$6K Sell
525
-2,212
-81% -$26.3K ﹤0.01% 7558
2024
Q2 		$33K Buy
2,737
+2,711
+10,427% +$34.5K ﹤0.01% 6485
2024
Q1 		$0 Sell
26
-190
-88% -$2.39K ﹤0.01% 10032
2023
Q4 		$2K Sell
216
-35
-14% -$433 ﹤0.01% 8372
2023
Q3 		$3K Buy
251
+127
+102% +$1.65K ﹤0.01% 7973
2023
Q2 		$1K Sell
124
-487
-80% -$5.94K ﹤0.01% 8753
2023
Q1 		$7K Sell
611
-478
-44% -$6.26K ﹤0.01% 7856
2022
Q4 		$14K Buy
1,089
+221
+25% +$2.79K ﹤0.01% 7243
2022
Q3 		$9K Buy
+868
New +$12K ﹤0.01% 8356
2022
Q2 		– Sell
-273
Closed -$3.87K – 11233
2022
Q1 		$4K Buy
+273
New +$4.15K ﹤0.01% 9607

Other funds holding WHF

LC
Lalia Capital New York $206M AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

Simplex Trading's WHF Position: Q2 2026 in Review

Simplex Trading reduced its WhiteHorse Finance (WHF) stake by 5.4% in Q2 2026, selling an estimated $606 and leaving 1,494 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #7691.

Simplex Trading first reported a position in WHF in Q1 2022 and has held it in 14 quarters since. The position peaked at $33K in Q2 2024. 50 funds tracked by Wall St. Rank hold WHF as of Q2 2026.

  • Simplex Trading held 1,494 shares of WhiteHorse Finance worth $10K as of Q2 2026.
  • Simplex Trading sold 85 WhiteHorse Finance shares in Q2 2026, an estimated $606.
  • WhiteHorse Finance made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7691 holding.
  • Simplex Trading first reported a position in WhiteHorse Finance in Q1 2022 and has held it in 14 quarters since.
  • Simplex Trading's WhiteHorse Finance position peaked at $33K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.