IA
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IFP Advisors’s WhiteHorse Finance WHF Stock Holding History

IFP 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
2025
Q1 		– Sell
-2
Closed -$20 – 4656
2024
Q4 		$20 Sell
2
-1,717
-100% -$18.9K ﹤0.01% 4457
2024
Q3 		$19.9K Sell
1,719
-20,242
-92% -$241K ﹤0.01% 2153
2024
Q2 		$269K Sell
21,961
-3,224
-13% -$41.1K 0.01% 888
2024
Q1 		$312K Sell
25,185
-240
-0.9% -$3.02K 0.01% 781
2023
Q4 		$313K Buy
25,425
+6,794
+36% +$84K 0.01% 750
2023
Q3 		$238K Sell
18,631
-1,780
-9% -$23.2K 0.01% 888
2023
Q2 		$262K Hold
20,411
– – 0.01% 891
2023
Q1 		$293K Buy
20,411
+15,829
+345% +$207K 0.01% 787
2022
Q4 		$66K Buy
4,582
+100
+2% +$1.26K ﹤0.01% 2041
2022
Q3 		$64K Buy
4,482
+300
+7% +$4.14K ﹤0.01% 2191
2022
Q2 		$60K Hold
4,182
– – ﹤0.01% 2027
2022
Q1 		$60K Sell
4,182
-44
-1% -$669 ﹤0.01% 2027
2021
Q4 		$66K Hold
4,226
– – ﹤0.01% 1457
2021
Q3 		$64K Hold
4,226
– – ﹤0.01% 1486
2021
Q2 		$63K Sell
4,226
-6
-0.1% -$93 ﹤0.01% 1421
2021
Q1 		$64K Sell
4,232
-39,935
-90% -$578K ﹤0.01% 1354
2020
Q4 		$601K Sell
44,167
-5,962
-12% -$72.3K 0.02% 455
2020
Q3 		$489K Sell
50,129
-3,739
-7% -$38.4K 0.03% 436
2020
Q2 		$545K Buy
53,868
+7,243
+16% +$67.3K 0.04% 400
2020
Q1 		$390K Sell
46,625
-2,245
-5% -$28K 0.04% 400
2019
Q4 		$664K Sell
48,870
-559
-1% -$7.81K 0.05% 368
2019
Q3 		$688K Buy
+49,429
New +$676K 0.05% 401
2019
Q1 		$383K Sell
26,933
-22,921
-46% -$320K 0.05% 333
2018
Q4 		$644K Sell
49,854
-10,209
-17% -$135K 0.04% 467
2018
Q3 		$835K Buy
60,063
+39
+0.1% +$561 0.03% 483
2018
Q2 		$871K Buy
60,024
+8,887
+17% +$123K 0.04% 460
2018
Q1 		$686K Hold
51,137
– – 0.03% 511
2017
Q4 		$686K Buy
51,137
+768
+2% +$10.9K 0.03% 511
2017
Q3 		$743K Buy
+50,369
New +$702K 0.03% 539
2016
Q2 		– Sell
-26,933
Closed -$383K – 4096
2016
Q1 		$383K Buy
+26,933
New +$270K 0.05% 333

Other funds holding WHF

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 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
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
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

IFP Advisors's WHF Position: Q1 2025 in Review

IFP Advisors sold out of WhiteHorse Finance (WHF) in Q1 2025, closing a stake of 2 shares — an estimated $20 sold.

IFP Advisors first reported a position in WHF in Q1 2016 and held it in 30 quarters. The position peaked at $871K in Q2 2018. 51 funds tracked by Wall St. Rank hold WHF as of Q1 2025.

  • IFP Advisors reported no remaining WhiteHorse Finance position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 2 WhiteHorse Finance shares in Q1 2025, an estimated $20.
  • IFP Advisors first reported a position in WhiteHorse Finance in Q1 2016 and held it in 30 quarters.
  • IFP Advisors's WhiteHorse Finance position peaked at $871K in Q2 2018.
  • 51 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.