Farther Finance Advisors’s WhiteHorse Finance WHF Stock Holding History

Farther Finance 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	$5.19K	Sell	775 -331	-30%	-$2.36K	﹤0.01%	4775
2026 Q1	$7.87K	Sell	1,106 -67	-6%	-$461	﹤0.01%	4260
2025 Q4	$8.15K	Sell	1,173 -62	-5%	-$441	﹤0.01%	4045
2025 Q3	$8.54K	Buy	+1,235	New	+$10.6K	﹤0.01%	3513
2023 Q4	–	Sell	-500	Closed	-$6.38K	–	3618
2023 Q3	$6.38K	Hold	500	–	–	﹤0.01%	1432
2023 Q2	$6.42K	Hold	500	–	–	﹤0.01%	1342
2023 Q1	$6.26K	Hold	500	–	–	﹤0.01%	1261
2022 Q4	$6.53K	Buy	+500	New	+$6.31K	﹤0.01%	1081

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

NAG

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Farther Finance Advisors's WHF Position: Q2 2026 in Review

Farther Finance Advisors reduced its WhiteHorse Finance (WHF) stake by 30% in Q2 2026, selling an estimated $2.36K and leaving 775 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #4775.

Farther Finance Advisors first reported a position in WHF in Q4 2022 and has held it in 8 quarters since. The position peaked at $8.54K in Q3 2025. 6 funds tracked by Wall St. Rank hold WHF as of Q2 2026.

Farther Finance Advisors held 775 shares of WhiteHorse Finance worth $5.19K as of Q2 2026.
Farther Finance Advisors sold 331 WhiteHorse Finance shares in Q2 2026, an estimated $2.36K.
WhiteHorse Finance made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4775 holding.
Farther Finance Advisors first reported a position in WhiteHorse Finance in Q4 2022 and has held it in 8 quarters since.
Farther Finance Advisors's WhiteHorse Finance position peaked at $8.54K in Q3 2025.
6 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.