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Iron Horse Wealth Management’s WhiteHorse Finance WHF Stock Holding History

Iron Horse Wealth Management’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
Q2 		$9.19K Hold
1,054
– – ﹤0.01% 299
2025
Q1 		$10.2K Buy
+1,054
New +$10.8K ﹤0.01% 267

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Iron Horse Wealth Management's WHF Position: Q2 2025 in Review

Iron Horse Wealth Management held its WhiteHorse Finance (WHF) position steady in Q2 2025 at 1,054 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Iron Horse Wealth Management first reported a position in WHF in Q1 2025 and has held it in 2 quarters since. The position peaked at $10.2K in Q1 2025. 50 funds tracked by Wall St. Rank hold WHF as of Q2 2025.

  • Iron Horse Wealth Management held 1,054 shares of WhiteHorse Finance worth $9.19K as of Q2 2025.
  • Iron Horse Wealth Management left its WhiteHorse Finance share count unchanged in Q2 2025.
  • WhiteHorse Finance made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #299 holding.
  • Iron Horse Wealth Management first reported a position in WhiteHorse Finance in Q1 2025 and has held it in 2 quarters since.
  • Iron Horse Wealth Management's WhiteHorse Finance position peaked at $10.2K in Q1 2025.
  • 50 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.