IAA
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Independent Advisor Alliance’s WhiteHorse Finance WHF Stock Holding History

Independent Advisor Alliance’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
-75,925
Closed -$735K – 1368
2024
Q4 		$735K Buy
+75,925
New +$835K 0.01% 822

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

Independent Advisor Alliance's WHF Position: Q1 2025 in Review

Independent Advisor Alliance sold out of WhiteHorse Finance (WHF) in Q1 2025, closing a stake of 75,925 shares — an estimated $735K sold.

Independent Advisor Alliance first reported a position in WHF in Q4 2024 and held it in 1 quarter. The position peaked at $735K in Q4 2024. 51 funds tracked by Wall St. Rank hold WHF as of Q1 2025.

  • Independent Advisor Alliance reported no remaining WhiteHorse Finance position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 75,925 WhiteHorse Finance shares in Q1 2025, an estimated $735K.
  • Independent Advisor Alliance first reported a position in WhiteHorse Finance in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's WhiteHorse Finance position peaked at $735K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.