Atria Wealth Solutions’s WhiteHorse Finance WHF Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$137K	Buy	15,058 +280	+2%	+$2.58K	﹤0.01%	1419
2025 Q1	$148K	Sell	14,778 -10,990	-43%	-$113K	﹤0.01%	1763
2024 Q4	$274K	Sell	25,768 -39,401	-60%	-$433K	﹤0.01%	1617
2024 Q3	$779K	Buy	65,169 +894	+1%	+$10.6K	0.01%	1025
2024 Q2	$813K	Buy	64,275 +8,866	+16%	+$113K	0.01%	991
2024 Q1	$694K	Sell	55,409 -3,139	-5%	-$39.5K	0.01%	1088
2023 Q4	$747K	Sell	58,548 -16,707	-22%	-$206K	0.01%	1003
2023 Q3	$988K	Buy	75,255 +10,422	+16%	+$136K	0.01%	815
2023 Q2	$856K	Buy	64,833 +6,162	+11%	+$75.1K	0.01%	910
2023 Q1	$760K	Buy	58,671 +28,925	+97%	+$379K	0.01%	925
2022 Q4	$398K	Buy	29,746 +1,780	+6%	+$22.5K	0.01%	1201
2022 Q3	$320K	Buy	+27,966	New	+$386K	0.01%	1260

Other funds holding WHF

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BCM

Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Atria Wealth Solutions's WHF Position: Q2 2025 in Review

Atria Wealth Solutions increased its WhiteHorse Finance (WHF) stake by 1.9% in Q2 2025, buying an estimated $2.58K and bringing the position to 15,058 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Atria Wealth Solutions first reported a position in WHF in Q3 2022 and has held it in 12 quarters since. The position peaked at $988K in Q3 2023. 50 funds tracked by Wall St. Rank hold WHF as of Q2 2025.

Atria Wealth Solutions held 15,058 shares of WhiteHorse Finance worth $137K as of Q2 2025.
Atria Wealth Solutions bought 280 WhiteHorse Finance shares in Q2 2025, an estimated $2.58K.
WhiteHorse Finance made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1419 holding.
Atria Wealth Solutions first reported a position in WhiteHorse Finance in Q3 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's WhiteHorse Finance position peaked at $988K in Q3 2023.
50 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.