The original WhaleIndex® tracks the highest-conviction stocks held by leading hedge fund managers.
It is a long-only index that tracks the 100 most commonly held stocks disclosed on the
quarterly 13F regulatory filings of consistently successful managers. The index is equal-weighted
and rebalanced on a quarterly basis 46 days after the end of each quarter. This index has been live since 2016.
Last Updated: December 2, 2023
based on prior day closing prices
The Whale 30 Omega portfolio represents the top 30 holdings of the WhaleIndex
with a focus on maximizing Alpha.
This portfolio will be more aggressive with higher turnover and risk compared to the other
portfolio offerings.
The portfolio is equally weighted and rebalanced quarterly 46 days after the end of each quarter.
The top 30 filers by Omega ratio whose WhaleScore beats the S&P WhaleScore are used each quarter.
This index has been live since 2016.
Last Updated: December 2, 2023
based on prior day closing prices
The Whale 30 Conservative portfolio represents the top 30 holdings of the WhaleIndex with
a focus on reducing turnover by not replacing stocks that remain in the top 50 holdings of the WhaleIndex.
Once a stock falls out of the top 50 holdings of the WhaleIndex it is replaced with the most
popular stock not currently in the portfolio. The portfolio is equally weighted and rebalanced
quarterly 46 days after the end of each quarter.
The top 30 filers by Calmar and Sortino ratios whose WhaleScore beats the S&P WhaleScore are used each quarter.
This index has been live since 2016.
Last Updated: December 2, 2023
based on prior day closing prices
The Whale 20 Omega portfolio represents the top 20 holdings of the WhaleIndex
with a focus on maximizing Alpha.
This portfolio will be more aggressive with higher turnover and risk compared to the other
portfolio offerings.
The portfolio is equally weighted and rebalanced quarterly 46 days after the end of each quarter.
The top 30 filers by Omega ratio whose WhaleScore beats the S&P WhaleScore are used.
This index has been live since 2016.
Last Updated: December 2, 2023
based on prior day closing prices
The Whale 20 Conservative portfolio represents the top 20 holdings of the WhaleIndex with
a focus on reducing turnover by not replacing stocks that remain in the top 50 holdings of the
WhaleIndex. Once a stock falls out of the top 50 holdings of the WhaleIndex it is replaced with
the most popular stock not currently in the portfolio. The portfolio is equally weighted and
rebalanced quarterly 46 days after the end of each quarter.
The top 30 filers by Calmar and Sortino ratios whose WhaleScore beats the S&P WhaleScore are used.
This index has been live since 2016.
Last Updated: December 2, 2023
based on prior day closing prices
The Mid/Small/Micro Cap WhaleIndex® tracks the highest-conviction stocks held by leading hedge fund managers.
It is a long-only index that tracks the 100 most commonly held stocks disclosed on the
quarterly 13F regulatory filings of consistently successful managers. The index is equal-weighted
and rebalanced on a quarterly basis 46 days after the end of each quarter.
The index is restricted to mid, small, and micro cap stocks only. This index has been live since 2016.
Last Updated: December 2, 2023
based on prior day closing prices
WhaleIndex Mid/Small/Micro Cap Ending Sector Allocation
The Whale 30 Mid/Small/Micro Cap Omega portfolio represents the top 30 holdings of the Mid/Small/Micro WhaleIndex
with a focus on maximizing Alpha.
This portfolio will be more aggressive with higher turnover and risk compared to the other
portfolio offerings.
The portfolio is equally weighted and rebalanced quarterly 46 days after the end of each quarter.
The portfolio is restricted to mid, small, and micro cap stocks only.
The top 30 filers by Omega ratio whose WhaleScore beats the S&P WhaleScore are used each quarter.
This index has been live since 2016.
Last Updated: December 2, 2023
based on prior day closing prices
Whale 30 Mid/Small/Micro Cap Omega Ending Sector Allocation
The Whale 30 Mid/Small/Micro Cap Conservative portfolio represents the top 30 holdings of the Mid/Small/Micro WhaleIndex with
a focus on reducing turnover by not replacing stocks that remain in the top 50 holdings of the WhaleIndex.
Once a stock falls out of the top 50 holdings of the WhaleIndex it is replaced with the most
popular stock not currently in the portfolio. The portfolio is equally weighted and rebalanced
quarterly 46 days after the end of each quarter.
The portfolio is restricted to mid, small, and micro cap stocks only.
The top 30 filers by Calmar and Sortino ratios whose WhaleScore beats the S&P WhaleScore are used each quarter.
Last Updated: December 2, 2023
based on prior day closing prices
Whale 30 Mid/Small/Micro Cap Conservative Ending Sector Allocation
The Whale 20 Mid/Small/Micro Cap Omega portfolio represents the top 20 holdings of the Mid/Small/Micro WhaleIndex
with a focus on maximizing Alpha.
This portfolio will be more aggressive with higher turnover and risk compared to the other
portfolio offerings.
The portfolio is equally weighted and rebalanced quarterly 46 days after the end of each quarter.
The portfolio is restricted to mid, small, and micro cap stocks only.
The top 30 filers by Omega ratio whose WhaleScore beats the S&P WhaleScore are used.
Last Updated: December 2, 2023
based on prior day closing prices
Whale 20 Mid/Small/Micro Cap Omega Ending Sector Allocation
The Whale 20 Mid/Small/Micro Cap Conservative portfolio represents the top 20 holdings of the Mid/Small/Micro WhaleIndex with
a focus on reducing turnover by not replacing stocks that remain in the top 50 holdings of the
WhaleIndex. Once a stock falls out of the top 50 holdings of the WhaleIndex it is replaced with
the most popular stock not currently in the portfolio. The portfolio is equally weighted and
rebalanced quarterly 46 days after the end of each quarter.
The portfolio is restricted to mid, small, and micro cap stocks only.
The top 30 filers by Calmar and Sortino ratios whose WhaleScore beats the S&P WhaleScore are used.
Last Updated: December 2, 2023
based on prior day closing prices
Whale 20 Mid/Small/Micro Cap Conservative Ending Sector Allocation
The Whale Index Healthcare invests entirely in healthcare sector stocks.
The Index takes the highest WhaleScoring funds that have a minimum 50% concentration in the health care sector
and finds the top 100 consensus picks from the group. Picks for this index are MANAGER weighted.
Last Updated: December 2, 2023
based on prior day closing prices
The Whale Index Healthcare invests entirely in healthcare sector stocks.
The Index takes the highest WhaleScoring funds that have a minimum 50% concentration in the health care sector
and finds the top 30 consensus picks from the group. Picks for this index are MANAGER weighted.
Last Updated: December 2, 2023
based on prior day closing prices
Whale Index Healthcare 30 Ending Sector Allocation
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