rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

WhiteHorse Finance, Inc. - Closed End Fund

WHF · Nasdaq

FinancialsFunds, Shells & SPACs

WHF stood above a rising 150-day average in 7 of the last 52 weekly readings, including each of the last 2 weeks. It is 9.6% above that average now. Financials: 49% of its 739 stocks in an uptrend (−4 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
2 in a row
Insider buys, 12 months
$3.0M
Insider sales, 12 months
$6,820
Officials’ trades on record
0
Institutions holding
45 (+0)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 7 of 52 weeks.

22 Apr – 21 Oct
43%52%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$766KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months30
Sale orders, 12 months1
Buyers · sellers4 · 1
WhoDidSharesTraded
John BolducDirectorbought7,690at $6.4918 Jun 2026filed 18 Jun 2026
John BolducDirectorbought7,690at $6.4918 Jun 2026filed 18 Jun 2026
Stuart D. AronsonChief Executive Officerbought15,000at $6.4115 Jun 2026filed 16 Jun 2026
John BolducDirectorbought3,570at $6.775 Jun 2026filed 5 Jun 2026
John BolducDirectorbought3,570at $6.765 Jun 2026filed 5 Jun 2026
John BolducDirectorbought3,570at $6.874 Jun 2026filed 5 Jun 2026
John BolducDirectorbought3,570at $6.884 Jun 2026filed 5 Jun 2026
John BolducDirectorbought3,570at $6.812 Jun 2026filed 3 Jun 2026
John BolducDirectorbought3,570at $6.812 Jun 2026filed 3 Jun 2026
John BolducDirectorbought3,570at $6.881 Jun 2026filed 3 Jun 2026
John BolducDirectorbought3,570at $6.881 Jun 2026filed 3 Jun 2026
John BolducDirectorbought3,570at $6.7629 May 2026filed 29 May 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders45+0 on the quarter
New · exited8 · 8
Reported value$21.7M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Lalia Capital, LLCadded · filed 11 Aug 2026712,769$4.8M+23,664+3.4%
TWO SIGMA INVESTMENTS, LPreduced · filed 14 Aug 2026430,600$2.9M-4,972−1.1%
Ethos Financial Group, LLCadded · filed 7 Aug 2026360,532$2.4M+116,592+47.8%
CastleKnight Management LPreduced · filed 14 Aug 2026205,656$1.4M-86,800−29.7%
BANK OF AMERICA CORPadded · filed 14 Aug 2026185,006$1.2M+20.0%
Legal & General Group Plcadded · filed 14 Aug 2026174,879$1.2M+5,805+3.4%
BANK OF MONTREALunchanged · filed 12 Aug 2026114,842$769K00.0%
RAYMOND JAMES FINANCIAL INCadded · filed 14 Aug 2026105,501$707K+83,075+370.4%
Blue Trust, Inc.unchanged · filed 21 Jul 202695,601$641K00.0%
Trexquant Investment LPadded · filed 14 Aug 202690,532$607K+23,046+34.1%
31 Mar 2023 – 30 Jun 2026
414753Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

John Bolduc Company insiderDirector · last 18 Jun 202659 · 0
Stuart D. Aronson Company insiderChief Executive Officer · last 15 Jun 202617 · 0
John Paul Volpe Company insiderDirector · last 29 May 20263 · 1
Joyson Thomas Company insiderChief Financial Officer · last 21 May 20263 · 0
Anthony Tamer Company insider10% owner · last 29 May 202452 · 7
Sami Mnaymneh Company insider10% owner · last 29 May 202451 · 7
Marco A. Collazos Company insiderChief Compliance Officer · last 18 Mar 20201 · 0
G. Stacy Smith Company insiderDirector · last 4 Mar 20208 · 4
Rick Patrick Frier Company insiderDirector · last 4 Mar 20201 · 0
Kevin Francis Burke Company insiderDirector · last 17 Jun 20194 · 0
Rick D. Puckett Company insiderDirector · last 6 Oct 20171 · 0
Gerhard Lombard Company insiderCFO, Treasurer · last 7 Mar 20162 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

Cash conversionFY 2025 · to 31 Dec 2025539%
Debt to equityFY 2025 · to 31 Dec 20251.25×
Share count trendFY 2025 · to 28 Feb 20260.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$7.0M

Analyst forecasts

No analyst forecasts yet.