Ancora Advisors’s WhiteHorse Finance WHF Stock Holding History

Ancora Advisors’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	$22.2K	Hold	3,000	–	–	﹤0.01%	1502
2025 Q4	$20.9K	Hold	3,000	–	–	﹤0.01%	1544
2025 Q3	$20.8K	Hold	3,000	–	–	﹤0.01%	1231
2025 Q2	$26.2K	Hold	3,000	–	–	﹤0.01%	1168
2025 Q1	$28.9K	Hold	3,000	–	–	﹤0.01%	1123
2024 Q4	$29K	Hold	3,000	–	–	﹤0.01%	1138
2024 Q3	$34.7K	Hold	3,000	–	–	﹤0.01%	1072
2024 Q2	$36.8K	Hold	3,000	–	–	﹤0.01%	1023
2024 Q1	$37.2K	Hold	3,000	–	–	﹤0.01%	1037
2023 Q4	$36.9K	Hold	3,000	–	–	﹤0.01%	1023
2023 Q3	$38.3K	Hold	3,000	–	–	﹤0.01%	982
2023 Q2	$38.5K	Hold	3,000	–	–	﹤0.01%	967
2023 Q1	$37.6K	Hold	3,000	–	–	﹤0.01%	976
2022 Q4	$39K	Hold	3,000	–	–	﹤0.01%	1025
2022 Q3	$33K	Buy	+3,000	New	+$41.4K	﹤0.01%	1200

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

Ancora Advisors's WHF Position: Q1 2026 in Review

Ancora Advisors held its WhiteHorse Finance (WHF) position steady in Q1 2026 at 3,000 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Ancora Advisors first reported a position in WHF in Q3 2022 and has held it in 15 quarters since. The position peaked at $39K in Q4 2022. 49 funds tracked by Wall St. Rank hold WHF as of Q1 2026.

Ancora Advisors held 3,000 shares of WhiteHorse Finance worth $22.2K as of Q1 2026.
Ancora Advisors left its WhiteHorse Finance share count unchanged in Q1 2026.
WhiteHorse Finance made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1502 holding.
Ancora Advisors first reported a position in WhiteHorse Finance in Q3 2022 and has held it in 15 quarters since.
Ancora Advisors's WhiteHorse Finance position peaked at $39K in Q4 2022.
49 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.