En esta página
01WHF precio
02Instantánea
03Gráfico
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
26Mis Métricas
WHF WhiteHorse Finance, Inc. - Closed End Fund
NASDAQ · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q May 7, 2026
$6,98
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$6,07mínimo 52 semanas
$7,81máximo 52 semanas
Capitalización Bursátil (MRQ)
$152M
P/E
11.3
BPA
$0.62
tus insignias
Rango 52S
$6–$8
Calificación del Analista
HOLD
Precio Objetivo
$8
P/E
11.3
ROE
5.2%
Margen de Beneficio Neto
·
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
WHF Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$6.98
Capitalización Bursátil (MRQ)
$152M
P/E
11.3
BPA
$0.62
ROE
5.2%
Rango 52S
$6–$8
WHF Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
BPA$0.622020-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | WHF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E | 11.3promedio 5A ≈15.2 | ≈15.2 | 21.8 | Infravalorado | |
| P/C (MRQ) | 0.6promedio 5A ≈0.8 | ≈0.8 | 1.3 | Infravalorado | |
| Price / Cash Flow (Precio / Flujo de Caja) | 2.0promedio 5A ≈3.1 | ≈3.1 | · | · | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 0.6promedio 5A ≈0.8 | ≈0.8 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | WHF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| ROA | 2.2%promedio 5A ≈2.1% | ≈2.1% | 2.7% | Débil | |
| ROE | 5.2%promedio 5A ≈4.9% | ≈4.9% | 5.7% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | WHF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EPS YoY (EPS interanual) | 31.9%promedio 5A ≈-9.2% | ≈-9.2% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 32.1%promedio 5A ≈-7.5% | ≈-7.5% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -3.0%promedio 5A ≈-17.0% | ≈-17.0% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | -16.7% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | -2.9%promedio 5A ≈-15.1% | ≈-15.1% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -14.7% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Pago anualizado≈$1.00
CAGR de Dividendos a 5 años≈1.6%
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 21, 2026 | $0,25 | USD | ≈14.8% |
| May 21, 2026 | $0,25 | USD | ≈23.7% |
| Mar 12, 2026 | $0,26 | USD | ≈18.6% |
| Dic 22, 2025 | $0,25 | USD | ≈20.7% |
| Oct 31, 2025 | $0,04 | USD | ≈21.9% |
| Sep 19, 2025 | $0,39 | USD | ≈22.2% |
| Jun 18, 2025 | $0,39 | USD | ≈20.2% |
| Mar 21, 2025 | $0,39 | USD | ≈18.6% |
| Dic 20, 2024 | $0,39 | USD | ≈18.0% |
| Oct 31, 2024 | $0,25 | USD | ≈15.2% |
| Sep 18, 2024 | $0,39 | USD | ≈13.0% |
| Jun 18, 2024 | $0,39 | USD | ≈12.2% |
| Mar 21, 2024 | $0,39 | USD | ≈12.4% |
| Dic 19, 2023 | $0,39 | USD | ≈12.2% |
| Sep 18, 2023 | $0,37 | USD | ≈12.3% |
| Jun 20, 2023 | $0,37 | USD | ≈12.2% |
| Mar 23, 2023 | $0,43 | USD | ≈12.6% |
| Dic 20, 2022 | $0,36 | USD | ≈12.1% |
| Oct 28, 2022 | $0,05 | USD | ≈11.7% |
| Sep 19, 2022 | $0,36 | USD | ≈11.8% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-8.4%
Próximo informe
Nov 09, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 5, 2026 | $0.22 | $0.24 | -11.4% |
| 31 de marzo de 2026 | May 12, 2026 | $0.25 | $0.29 | -11.9% |
| 31 de diciembre de 2025 | $0.28 | $0.28 | 1.4% | |
| 30 de septiembre de 2025 | $0.26 | $0.29 | -10.4% | |
| 30 de junio de 2025 | $0.28 | $0.31 | -6.6% | |
| 31 de marzo de 2025 | $0.29 | $0.33 | -11.8% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| SG&A Expense | $5M | $4M | $4M | $4M | $4M | $3M | |
| Interest Expense | $23M | $28M | $30M | $22M | $17M | $13M | |
| Income Tax | $0 | $0 | $0 | $0 | · | · | |
| Net Income | $14M | $11M | $20M | $16M | $30M | $32M | |
| EPS (Basic) | $0.62 | $0.47 | $0.88 | $0.68 | $1.42 | $1.55 | |
| EPS (Diluted) | $0.62 | $0.47 | $0.88 | $0.68 | $1.42 | $1.55 | |
| Shares (Basic) | 23,174,909 | 23,243,088 | 23,243,088 | 23,229,552 | 21,150,168 | 20,546,032 | |
| Shares (Diluted) | 23,174,909 | 23,243,088 | 23,243,088 | 23,229,552 | 21,150,168 | 20,546,032 |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $7M | $12M | $11M | $10M | $12M | $8M | |
| Total Assets | $615M | $677M | $731M | $796M | $851M | · | |
| Total Liabilities | $355M | $391M | $414M | $464M | $501M | · | |
| Long-term Debt | $324M | $353M | $386M | $440M | $476M | · | |
| Common Stock | $22.0K | $23.0K | $23.0K | $23.0K | $23.0K | · | |
| Paid-in Capital | $329M | $337M | $338M | $339M | $339M | · | |
| Retained Earnings | $-69M | $-51M | $-22M | $-7M | $11M | · | |
| Stockholders' Equity | $260M | $286M | $317M | $332M | $350M | · | |
| Liabilities + Equity | $615M | $677M | $731M | $796M | $851M | · | |
| Shares Outstanding | 22,234,045 | 23,243,088 | 23,243,088 | 23,243,088 | 23,162,667 | 20,546,032 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $77M | $79M | $90M | $72M | $-90M | $-65M | |
| Debt Issued | $40M | $119M | $132M | $141M | $358M | $236M | |
| Net Debt Issued | $-202M | $-34M | $-90M | $-35M | · | · | |
| Stock Issued | · | · | · | $125.0K | $37M | · | |
| Stock Repurchased | $7M | · | · | · | · | · | |
| Net Stock Activity | $-7M | · | · | $125.0K | · | · | |
| Financing Cash Flow | $-75M | $-75M | $-92M | $-68M | $97M | $53M | |
| Net Change in Cash | $2M | $3M | $-2M | $4M | $7M | $-12M | |
| Taxes Paid | $1M | $1M | $1M | $1M | $910.0K | $833.0K |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | 2.2% | 1.5% | 2.7% | 1.9% | · | · | |
| ROE | 5.2% | 3.6% | 6.3% | 4.6% | · | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Book Value / Share | $11.68 | $12.31 | $13.63 | $14.30 | · | · | |
| Cash Flow / Share | $3.33 | $3.39 | $3.89 | $3.10 | · | · | |
| Cash / Share | $0.32 | $0.53 | $0.46 | $0.41 | · | · | |
| Dividend Paid / Share | $1.44 | $1.79 | $1.55 | $1.47 | $1.56 | $1.55 | |
| EPS (TTM) | $0.62 | $0.47 | $0.88 | $0.68 | $1.42 | $1.55 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| EPS YoY | 31.9% | -46.6% | 29.4% | -52.1% | -8.4% | · | |
| EPS CAGR 3Y | -3.0% | -30.8% | -17.2% | · | · | · | |
| EPS CAGR 5Y | -16.7% | · | · | · | · | · | |
| Net Income YoY | 32.1% | -46.8% | 30.1% | -47.9% | -5.0% | · | |
| Net Income CAGR 3Y | -2.9% | -28.8% | -13.6% | · | · | · | |
| Net Income CAGR 5Y | -14.7% | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $14M | $11M | $20M | $16M | $30M | $32M | |
| Market Cap | $155M | $225M | $286M | $303M | · | · | |
| P/E | 11.2 | 20.6 | 14.0 | 19.2 | 10.9 | 8.8 | |
| P/B | 0.6 | 0.8 | 0.9 | 0.9 | · | · | |
| P / Tangible Book | 0.6 | 0.8 | 0.9 | 0.9 | · | · | |
| P / Cash Flow | 2.0 | 2.9 | 3.2 | 4.2 | · | · | |
| Earnings Yield | 8.9% | 4.9% | 7.1% | 5.2% | 9.2% | 11.4% |
Estado de resultados
| Métrica | Tendencia | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $1M | $1M | $1M | $1M | $953.0K | $1M | $1M | $1M | $1M | $774.0K | $896.0K | $1M | $884.0K | $1M | $896.0K | |
| Interest Expense | $5M | $5M | $6M | $6M | $6M | $6M | $7M | $7M | $7M | $8M | $7M | $8M | $6M | $5M | $4M | |
| Net Income | $-687.0K | $8M | $-556.0K | $2M | $4M | $4M | $-7M | $8M | $6M | $6M | $4M | $8M | $4M | $7M | $8M | |
| EPS (Basic) | $-0.03 | $0.36 | $-0.02 | $0.10 | $0.18 | $0.17 | $-0.30 | $0.34 | $0.26 | $0.24 | $0.17 | $0.32 | $0.17 | $0.32 | $0.40 | |
| EPS (Diluted) | $-0.03 | $0.36 | $-0.02 | $0.10 | $0.18 | $0.17 | $-0.30 | $0.34 | $0.26 | $0.24 | $0.17 | $0.32 | $0.17 | $0.32 | $0.40 | |
| Shares (Basic) | 22,168,930 | · | 23,243,088 | 23,243,088 | 23,243,088 | · | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | 23,240,651 | 20,851,435 | |
| Shares (Diluted) | 22,168,930 | · | 23,243,088 | 23,243,088 | 23,243,088 | · | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | 23,240,651 | 20,851,435 |
Balance general
| Métrica | Tendencia | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $12M | $7M | $10M | $11M | $11M | $12M | $11M | $13M | $11M | $11M | $10M | $12M | $10M | · | · | |
| Total Assets | $606M | $615M | $626M | $671M | $679M | $677M | $684M | $703M | $735M | $747M | $772M | $781M | $797M | · | · | |
| Total Liabilities | $356M | $355M | $361M | $396M | $397M | $391M | $387M | $391M | $421M | $424M | $447M | $451M | $454M | · | · | |
| Long-term Debt | $324M | $324M | $324M | $363M | $361M | $353M | $353M | $359M | $390M | $398M | $425M | $424M | $431M | · | · | |
| Common Stock | $22.0K | $22.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | · | · | |
| Paid-in Capital | $326M | $329M | $337M | $337M | $337M | $337M | $338M | $338M | $338M | $339M | $339M | $339M | $340M | · | · | |
| Retained Earnings | $-76M | $-69M | $-72M | $-62M | $-56M | $-51M | $-41M | $-26M | $-25M | $-17M | $-14M | $-9M | $3M | · | · | |
| Stockholders' Equity | $250M | $260M | $265M | $275M | $281M | $286M | $297M | $313M | $314M | $322M | $325M | $330M | $343M | · | · | |
| Liabilities + Equity | $606M | $615M | $626M | $671M | $679M | $677M | $684M | $703M | $735M | $747M | $772M | $781M | $797M | · | · | |
| Shares Outstanding | 21,821,425 | 22,234,045 | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | 23,243,088 | · | · |
Flujo de Efectivo
| Métrica | Tendencia | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $28M | $959.0K | $62M | $22M | $-7M | $21M | $15M | $42M | $2M | $42M | $11M | $22M | $-122.0K | $49M | · | |
| Debt Issued | · | $0 | $0 | $21M | $19M | $20M | $40M | $20M | $39M | $47M | $26M | $20M | $23M | $36M | · | |
| Net Debt Issued | · | · | · | · | $9M | · | · | · | $4M | · | · | $-18M | · | · | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | $1.0K | $174.0K | · | |
| Stock Repurchased | $3M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-3M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-9M | $-17M | $-49M | $-8M | $-1M | $-14M | $-16M | $-41M | $-5M | $-36M | $-10M | $-26M | $847.0K | $-52M | · | |
| Net Change in Cash | $20M | $-16M | $13M | $14M | $-8M | $7M | $-1M | $855.0K | $-4M | $7M | $837.0K | $-4M | $721.0K | $-3M | · |
Rentabilidad
| Métrica | Tendencia | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | -0.11% | · | -0.08% | 0.33% | 0.60% | · | -0.96% | 1.1% | 0.79% | 0.73% | 1.0% | 1.9% | 0.97% | · | · | |
| ROE | -0.26% | · | -0.20% | 0.77% | 1.4% | · | -2.2% | 2.5% | 1.8% | 1.7% | 2.4% | 4.5% | 2.2% | · | · |
Por Acción
| Métrica | Tendencia | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $11.47 | · | $11.41 | $11.82 | $12.11 | · | $12.77 | $13.45 | $13.50 | $13.87 | $14.00 | $14.20 | $14.76 | · | · | |
| Cash Flow / Share | $1.27 | · | · | · | $-0.30 | · | · | · | $0.07 | · | · | $0.94 | · | · | · | |
| Cash / Share | $0.54 | · | $0.41 | $0.45 | $0.49 | · | $0.48 | $0.55 | $0.46 | $0.46 | $0.45 | $0.51 | $0.42 | · | · | |
| Dividend Paid / Share | $0.26 | $0.27 | $0.39 | $0.39 | $0.39 | $0.62 | $0.39 | $0.39 | $0.39 | $0.37 | $0.37 | $0.43 | $0.36 | $0.36 | $0.36 | |
| EPS (TTM) | $0.41 | · | $0.43 | · | $0.39 | · | $0.45 | $0.99 | $0.82 | $0.67 | $0.60 | $0.75 | $0.86 | $1.09 | · |
Valoración (TTM)
| Métrica | Tendencia | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $9M | · | $10M | · | $9M | · | $10M | $23M | $19M | $16M | $14M | $17M | $20M | $24M | · | |
| Market Cap | $161M | · | $161M | $203M | $224M | · | $269M | $285M | $288M | $297M | $298M | $291M | $258M | · | · | |
| P/E | 18.0 | · | 16.1 | · | 24.7 | · | 25.7 | 12.4 | 15.1 | 19.1 | 21.4 | 16.7 | 12.9 | 12.1 | · | |
| P/B | 0.6 | · | 0.6 | 0.7 | 0.8 | · | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 0.8 | · | · | |
| P / Tangible Book | 0.6 | · | 0.6 | 0.7 | 0.8 | · | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 0.9 | 0.8 | · | · | |
| P / Cash Flow | 5.7 | · | · | · | -32.0 | · | · | · | 180.1 | · | · | 13.4 | · | · | · | |
| Earnings Yield | 5.5% | · | 6.2% | · | 4.0% | · | 3.9% | 8.1% | 6.6% | 5.2% | 4.7% | 6.0% | 7.8% | 8.3% | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Beneficio neto | $14M | $11M | $20M | $16M | $30M |
| EPS Diluido | $0.62 | $0.47 | $0.88 | $0.68 | $1.42 |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
Propietarios institucionales (13F) 55 declarantes · $24.0M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
55
Valor en tenencia
$24.0M
Nuevas posiciones
7
Posiciones cerradas
7
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 7 (-3 vs trimestre anterior) | 7 (-8 vs trimestre anterior) | 15 (0 vs trimestre anterior) | 17 (+7 vs trimestre anterior) | -43K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| Lalia Capital, LLC | $4 775 552 | 712 769 | 19,86% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $2 885 020 | 430 600 | 12,00% | Acciones |
| Ethos Financial Group, LLC | $2 415 564 | 360 532 | 10,05% | Acciones |
| TWO SIGMA ADVISERS, LP | $1 433 451 | 206 252 | 5,96% | Acciones |
| CastleKnight Management LP | $1 377 895 | 205 656 | 5,73% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 239 540 | 185 006 | 5,16% | Acciones |
| Legal & General Group Plc | $1 171 689 | 174 879 | 4,87% | Acciones |
| BANK OF MONTREAL /CAN/ | $769 441 | 114 842 | 3,20% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $706 858 | 105 501 | 2,94% | Acciones |
| Blue Trust, Inc. | $640 523 | 95 601 | 2,66% | Acciones |
| Trexquant Investment LP | $606 564 | 90 532 | 2,52% | Acciones |
| LPL Financial LLC | $509 105 | 75 986 | 2,12% | Acciones |
| BlackRock, Inc. | $476 605 | 71 135 | 1,98% | Acciones |
| Sound Income Strategies, LLC | $475 662 | 70 994 | 1,98% | Acciones |
| Advisors Asset Management, Inc. | $441 561 | 63 534 | 1,84% | Acciones |
| UBS Group AG | $384 526 | 57 392 | 1,60% | Acciones |
| MARSHALL WACE, LLP | $368 990 | 55 073 | 1,53% | Acciones |
| BASSO CAPITAL MANAGEMENT, L.P. | $351 750 | 52 500 | 1,46% | Acciones |
| Closed-End Fund Advisors, Inc. | $301 473 | 44 996 | 1,25% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $297 500 | 44 403 | 1,24% | Acciones |
| GABLES CAPITAL MANAGEMENT INC. | $293 896 | 43 865 | 1,22% | Acciones |
| Virtus Investment Advisers, LLC | $278 573 | 41 578 | 1,16% | Acciones |
| H D Vest Advisory Services | $240 413 | 27 570 | 1,00% | Acciones |
| Snowden Capital Advisors LLC | $211 787 | 30 473 | 0,88% | Acciones |
| DIMENSION CAPITAL MANAGEMENT LLC | $189 858 | 28 337 | 0,79% | Acciones |
| Vident Advisory, LLC | $162 683 | 24 281 | 0,68% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $148 794 | 22 208 | 0,62% | Acciones |
| Atria Wealth Solutions, Inc. | $137 103 | 15 058 | 0,57% | Acciones |
| NOMURA HOLDINGS INC | $134 000 | 20 000 | 0,56% | Acciones |
| NewEdge Wealth, LLC | $116 632 | 17 408 | 0,49% | Acciones |
| CITADEL ADVISORS LLC | $92 460 | 13 800 | 0,38% | Opción de compra |
| Powell Investment Advisors, LLC | $83 629 | 12 033 | 0,35% | Acciones |
| Northstar Advisory Group, LLC | $78 908 | 11 777 | 0,33% | Acciones |
| NORDEN GROUP LLC | $73 700 | 11 000 | 0,31% | Acciones |
| ROYAL BANK OF CANADA | $38 000 | 5 735 | 0,16% | Acciones |
| MORGAN STANLEY | $36 231 | 5 407 | 0,15% | Acciones |
| HIGHLINE WEALTH PARTNERS LLC | $21 907 | 3 270 | 0,09% | Acciones |
| OSAIC HOLDINGS, INC. | $19 243 | 2 871 | 0,08% | Acciones |
| JPMORGAN CHASE & CO | $12 978 | 1 937 | 0,05% | Acciones |
| SIMPLEX TRADING, LLC | $10 009 | 1 494 | 0,04% | Acciones |
| Iron Horse Wealth Management, LLC | $9 191 | 1 054 | 0,04% | Acciones |
| GROUP ONE TRADING LLC | $7 718 | 1 152 | 0,03% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $5 956 | 889 | 0,02% | Acciones |
| Farther Finance Advisors, LLC | $5 194 | 775 | 0,02% | Acciones |
| WELLS FARGO & COMPANY/MN | $1 708 | 255 | 0,01% | Acciones |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1 356 | 200 | 0,01% | Acciones |
| FTB Advisors, Inc. | $1 290 | 148 | 0,01% | Acciones |
| CIBC Private Wealth Group LLC | $498 | 72 | 0,00% | Acciones |
| Hilton Head Capital Partners, LLC | $436 | 65 | 0,00% | Acciones |
| Cambridge Investment Research Advisors, Inc. | $306 | 45 609 | 0,00% | Acciones |
Activistas y propietarios del %+ 5 2 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Sami Mnaymneh (2) ×9 presentaciones | 31 de mayo de 2024 | · | Presentación inicial | · | SEC |
| Anthony Tamer (2) ×9 presentaciones | 31 de mayo de 2024 | · | Presentación inicial | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Informantes de la empresa 15 insiders · 6 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Stuart D Aronson | Chief Executive Officer | 21 de mayo de 2026 P | 100 000 | 8 | 0 | $514 640 |
| James Demus Carvell III | Chief Executive Officer | 20 de noviembre de 2015 O | 13 491 | 0 | 0 | $0 |
| Joyson Thomas | Chief Financial Officer | 21 de mayo de 2026 P | 25 001 | 2 | 0 | $51 419 |
| Gerhard Lombard | CFO, Treasurer | 7 de marzo de 2016 P | 5 454 | 0 | 0 | $0 |
| Ethan M. Underwood | Chief Operating Officer | 10 de diciembre de 2012 P | 6 667 | 0 | 0 | $0 |
| Marco A. Collazos | Chief Compliance Officer | 18 de marzo de 2020 P | 10 000 | 0 | 0 | $0 |
| John Bolduc | Consejero | 4 de junio de 2026 P | 302 630 | 34 | 0 | $997 547 |
| John Paul Volpe | Consejero | 29 de mayo de 2026 P | 2 000 | 3 | 1 | $14 050 |
| Rick Patrick Frier | Consejero | 4 de marzo de 2020 P | 3 700 | 0 | 0 | $0 |
| Stacy G Smith | Consejero | 4 de marzo de 2020 P | 3 700 | 0 | 0 | $0 |
| Kevin Francis Burke | Consejero | 17 de junio de 2019 P | 7 530 | 0 | 0 | $0 |
| Rick D Puckett | Consejero | 6 de octubre de 2017 G | 0 | 0 | 0 | $0 |
| Tom C Davis | Consejero | 15 de diciembre de 2014 P | 8 000 | 0 | 0 | $0 |
| Sami Mnaymneh | Propietario del 10% | 29 de mayo de 2024 S | 3 976 258 | 0 | 0 | $0 |
| Anthony Tamer | Propietario del 10% | 29 de mayo de 2024 S | 3 976 258 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 1 ETF
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| VPC · ETFis Series Trust I | 0,88% | 41 578 NS | 31 de julio de 2026 | N-PORT |
WHF Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 12 analistas
VENTA
Objetivo mediano
$8.00
+14,6%
0 0,0%
Compra fuerte
0 0,0%
Compra
6 50,0%
Mantener
5 41,7%
Venta
1 8,3%
Venta fuerte
Precio objetivo a 12 meses
3 analistas · 2026-10-02Objetivo medio $7.83 +12,2%
Ahora
Precio Actual $6.98
Mín$6.50
Media$7.83
Máx$9.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
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Fuente: SEC 10-Q presentada el May 7, 2026