Simplex Trading
WHF icon

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
Q1 		$19.2K Buy
2,600
+1,100
+73% +$7.57K ﹤0.01% 6813
2025
Q4 		$10.4K Buy
+1,500
New +$10.7K ﹤0.01% 6959
2025
Q3 		– Sell
-200
Closed -$1K – 10204
2025
Q2 		$1K Sell
200
-100
-33% -$921 ﹤0.01% 8463
2025
Q1 		$2K Sell
300
-100
-25% -$1.03K ﹤0.01% 8105
2024
Q4 		$3K Sell
400
-100
-20% -$1.1K ﹤0.01% 7949
2024
Q3 		$5K Sell
500
-4,000
-89% -$47.6K ﹤0.01% 7656
2024
Q2 		$55K Buy
4,500
+3,900
+650% +$49.7K ﹤0.01% 5994
2024
Q1 		$7K Buy
600
+400
+200% +$5.04K ﹤0.01% 7872
2023
Q4 		$2K Sell
200
-300
-60% -$3.71K ﹤0.01% 8373
2023
Q3 		$6K Buy
500
+300
+150% +$3.9K ﹤0.01% 7583
2023
Q2 		$2K Sell
200
-800
-80% -$9.76K ﹤0.01% 8505
2023
Q1 		$12K Sell
1,000
-700
-41% -$9.17K ﹤0.01% 7413
2022
Q4 		$22K Buy
1,700
+400
+31% +$5.05K ﹤0.01% 6802
2022
Q3 		$14K Buy
1,300
+1,200
+1,200% +$16.6K ﹤0.01% 7937
2022
Q2 		$1K Sell
100
-500
-83% -$7.09K ﹤0.01% 9700
2022
Q1 		$9K Buy
+600
New +$9.13K ﹤0.01% 8988

Other funds holding WHF

LC
Lalia Capital New York $158M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Simplex Trading's WHF Position: Q1 2026 in Review

Simplex Trading increased its WhiteHorse Finance (WHF) stake by 4.6% in Q1 2026, buying an estimated $482 and bringing the position to 1,579 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7224.

Simplex Trading first reported a position in WHF in Q1 2022 and has held it in 13 quarters since. The position peaked at $33K in Q2 2024. 49 funds tracked by Wall St. Rank hold WHF as of Q1 2026.

  • Simplex Trading held 1,579 shares of WhiteHorse Finance worth $11.7K as of Q1 2026.
  • Simplex Trading bought 70 WhiteHorse Finance shares in Q1 2026, an estimated $482.
  • WhiteHorse Finance made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7224 holding.
  • Simplex Trading first reported a position in WhiteHorse Finance in Q1 2022 and has held it in 13 quarters since.
  • Simplex Trading's WhiteHorse Finance position peaked at $33K in Q2 2024.
  • 49 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.