Allworth Financial’s WhiteHorse Finance WHF Stock Holding History

Allworth Financial’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	$37	Buy	+5	New	+$34	﹤0.01%	5088

Other funds holding WHF

Lalia Capital New York $158M AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allworth Financial's WHF Position: Q1 2026 in Review

Allworth Financial opened a new position in WhiteHorse Finance (WHF) in Q1 2026: 5 shares worth $37. The stake represents ﹤0.01% of the portfolio and ranks #5088 among its holdings.

49 funds tracked by Wall St. Rank hold WHF as of Q1 2026.

Allworth Financial held 5 shares of WhiteHorse Finance worth $37 as of Q1 2026.
WhiteHorse Finance was a new Allworth Financial position in Q1 2026.
WhiteHorse Finance made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5088 holding.
49 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.