Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s WhiteHorse Finance WHF Stock Holding History

Cambridge Investment Research 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
Q2 		$306K Sell
45,609
-1,560
-3% -$11.1K ﹤0.01% 3431
2026
Q1 		$349K Buy
47,169
+387
+0.8% +$2.66K ﹤0.01% 3142
2025
Q4 		$325K Sell
46,782
-1,079
-2% -$7.68K ﹤0.01% 3122
2025
Q3 		$331K Buy
47,861
+624
+1% +$5.34K ﹤0.01% 3032
2025
Q2 		$412K Buy
47,237
+1,438
+3% +$13.2K ﹤0.01% 2716
2025
Q1 		$442K Buy
45,799
+9,709
+27% +$99.6K ﹤0.01% 2552
2024
Q4 		$349K Buy
36,090
+79
+0.2% +$869 ﹤0.01% 2722
2024
Q3 		$417K Buy
36,011
+2,928
+9% +$34.8K ﹤0.01% 2554
2024
Q2 		$406K Buy
33,083
+8,110
+32% +$103K ﹤0.01% 2461
2024
Q1 		$310K Buy
24,973
+227
+0.9% +$2.86K ﹤0.01% 2679
2023
Q4 		$304K Sell
24,746
-41
-0.2% -$507 ﹤0.01% 2586
2023
Q3 		$317K Buy
24,787
+1,270
+5% +$16.5K ﹤0.01% 2455
2023
Q2 		$302K Buy
23,517
+782
+3% +$9.54K ﹤0.01% 2518
2023
Q1 		$285K Buy
22,735
+407
+2% +$5.33K ﹤0.01% 2532
2022
Q4 		$291K Sell
22,328
-799
-3% -$10.1K ﹤0.01% 2457
2022
Q3 		$257K Sell
23,127
-1,367
-6% -$18.9K ﹤0.01% 2495
2022
Q2 		$322K Sell
24,494
-1,985
-7% -$28.2K ﹤0.01% 2320
2022
Q1 		$399K Buy
26,479
+641
+2% +$9.75K ﹤0.01% 2296
2021
Q4 		$400K Sell
25,838
-275
-1% -$4.25K ﹤0.01% 2285
2021
Q3 		$397K Buy
26,113
+1,794
+7% +$27.7K ﹤0.01% 2225
2021
Q2 		$362K Buy
24,319
+10,892
+81% +$169K ﹤0.01% 2328
2021
Q1 		$204K Buy
13,427
+24
+0.2% +$347 ﹤0.01% 2610
2020
Q4 		$182K Sell
13,403
-1,752
-12% -$21.3K ﹤0.01% 2501
2020
Q3 		$148K Buy
15,155
+1,971
+15% +$20.3K ﹤0.01% 2318
2020
Q2 		$136K Buy
13,184
+376
+3% +$3.49K ﹤0.01% 2271
2020
Q1 		$91K Sell
12,808
-614
-5% -$7.66K ﹤0.01% 2117
2019
Q4 		$184K Buy
13,422
+872
+7% +$12.2K ﹤0.01% 2238
2019
Q3 		$175K Buy
+12,550
New +$172K ﹤0.01% 2147

Other funds holding WHF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
PIA
Powell Investment Advisors Miami, Florida $317M AUM 26.57% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Cambridge Investment Research Advisors's WHF Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its WhiteHorse Finance (WHF) stake by 3.3% in Q2 2026, selling an estimated $11.1K and leaving 45,609 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #3431.

Cambridge Investment Research Advisors first reported a position in WHF in Q3 2019 and has held it in 28 quarters since. The position peaked at $442K in Q1 2025. 13 funds tracked by Wall St. Rank hold WHF as of Q2 2026.

  • Cambridge Investment Research Advisors held 45,609 shares of WhiteHorse Finance worth $306K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,560 WhiteHorse Finance shares in Q2 2026, an estimated $11.1K.
  • WhiteHorse Finance made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3431 holding.
  • Cambridge Investment Research Advisors first reported a position in WhiteHorse Finance in Q3 2019 and has held it in 28 quarters since.
  • Cambridge Investment Research Advisors's WhiteHorse Finance position peaked at $442K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.