Covestor’s WhiteHorse Finance WHF Stock Holding History

Covestor’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 Q3	$28K	Buy	+3,938	New	+$27K	0.02%	988

Other funds holding WHF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return

Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return

Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hilton Head Capital Partners Hilton Head Island, South Carolina $185M AUM 26.97% 1-Year Est. Return

Covestor's WHF Position: Q3 2026 in Review

Covestor opened a new position in WhiteHorse Finance (WHF) in Q3 2026: 3,938 shares worth $28K. The stake represents 0.02% of the portfolio and ranks #988 among its holdings.

12 funds tracked by Wall St. Rank hold WHF as of Q3 2026.

Covestor held 3,938 shares of WhiteHorse Finance worth $28K as of Q3 2026.
WhiteHorse Finance was a new Covestor position in Q3 2026.
WhiteHorse Finance made up 0.02% of Covestor's portfolio in Q3 2026, its #988 holding.
12 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.