HGERS
WHF icon

Householder Group Estate & Retirement Specialist’s WhiteHorse Finance WHF Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-1,307
Closed -$15K – 1234
2024
Q3 		$15K Buy
1,307
+39
+3% +$464 ﹤0.01% 753
2024
Q2 		$15K Buy
1,268
+39
+3% +$497 ﹤0.01% 738
2024
Q1 		$15.3K Buy
+1,229
New +$15.5K ﹤0.01% 724

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WHF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WhiteHorse Finance (WHF) in Q4 2024, closing a stake of 1,307 shares — an estimated $15K sold.

Householder Group Estate & Retirement Specialist first reported a position in WHF in Q1 2024 and held it in 3 quarters. The position peaked at $15.3K in Q1 2024. 61 funds tracked by Wall St. Rank hold WHF as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining WhiteHorse Finance position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,307 WhiteHorse Finance shares in Q4 2024, an estimated $15K.
  • Householder Group Estate & Retirement Specialist first reported a position in WhiteHorse Finance in Q1 2024 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's WhiteHorse Finance position peaked at $15.3K in Q1 2024.
  • 61 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.