AAS
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Avantax Advisory Services’s WhiteHorse Finance WHF Stock Holding History

Avantax Advisory Services’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 		$240K Buy
27,570
+14
+0.1% +$129 ﹤0.01% 2075
2025
Q1 		$266K Sell
27,556
-1,587
-5% -$16.3K ﹤0.01% 1924
2024
Q4 		$282K Sell
29,143
-982
-3% -$10.8K ﹤0.01% 1822
2024
Q3 		$349K Buy
30,125
+9
+0% +$107 ﹤0.01% 1651
2024
Q2 		$370K Buy
30,116
+8,909
+42% +$113K ﹤0.01% 1563
2024
Q1 		$263K Buy
21,207
+9
+0% +$113 ﹤0.01% 1378
2023
Q4 		$261K Buy
21,198
+2,458
+13% +$30.4K ﹤0.01% 1322
2023
Q3 		$239K Buy
18,740
+808
+5% +$10.5K ﹤0.01% 1321
2023
Q2 		$230K Buy
17,932
+588
+3% +$7.17K ﹤0.01% 1332
2023
Q1 		$217K Buy
17,344
+7
+0% +$92 ﹤0.01% 1329
2022
Q4 		$226K Buy
17,337
+8
+0% +$101 ﹤0.01% 1253
2022
Q3 		$192K Buy
17,329
+7
+0% +$97 ﹤0.01% 1223
2022
Q2 		$228K Buy
17,322
+1,576
+10% +$22.4K ﹤0.01% 1148
2022
Q1 		$238K Buy
15,746
+5
+0% +$76 ﹤0.01% 1115
2021
Q4 		$244K Buy
15,741
+1,666
+12% +$25.8K ﹤0.01% 1078
2021
Q3 		$213K Buy
+14,075
New +$218K ﹤0.01% 1085
2020
Q4 		– Sell
-15,280
Closed -$152K – 1362
2020
Q3 		$152K Buy
+15,280
New +$157K ﹤0.01% 1264

Other funds holding WHF

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Avantax Advisory Services's WHF Position: Q2 2025 in Review

Avantax Advisory Services increased its WhiteHorse Finance (WHF) stake by 0.05% in Q2 2025, buying an estimated $129 and bringing the position to 27,570 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

Avantax Advisory Services first reported a position in WHF in Q3 2020 and has held it in 17 quarters since. The position peaked at $370K in Q2 2024. 50 funds tracked by Wall St. Rank hold WHF as of Q2 2025.

  • Avantax Advisory Services held 27,570 shares of WhiteHorse Finance worth $240K as of Q2 2025.
  • Avantax Advisory Services bought 14 WhiteHorse Finance shares in Q2 2025, an estimated $129.
  • WhiteHorse Finance made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2075 holding.
  • Avantax Advisory Services first reported a position in WhiteHorse Finance in Q3 2020 and has held it in 17 quarters since.
  • Avantax Advisory Services's WhiteHorse Finance position peaked at $370K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.