Jeff Yass’s WhiteHorse Finance WHF Stock Holding History

Jeff Yass’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	$149K	Sell	22,208 -15,718	-41%	-$112K	﹤0.01%	12212
2026 Q1	$281K	Sell	37,926 -5,111	-12%	-$35.2K	﹤0.01%	11021
2025 Q4	$299K	Buy	43,037 +29,881	+227%	+$213K	﹤0.01%	9952
2025 Q3	$91K	Sell	13,156 -3,168	-19%	-$27.1K	﹤0.01%	11623
2025 Q2	$142K	Buy	+16,324	New	+$150K	﹤0.01%	11537
2025 Q1	–	Sell	-44,135	Closed	-$427K	–	13568
2024 Q4	$427K	Buy	44,135 +31,814	+258%	+$350K	﹤0.01%	9059
2024 Q3	$143K	Buy	+12,321	New	+$147K	﹤0.01%	10790
2023 Q4	–	Sell	-12,796	Closed	-$158K	–	13406
2023 Q3	$163K	Buy	+12,796	New	+$167K	﹤0.01%	10457
2023 Q1	–	Sell	-49,712	Closed	-$649K	–	13586
2022 Q4	$649K	Buy	+49,712	New	+$628K	﹤0.01%	7202
2017 Q4	–	Sell	-11,795	Closed	-$174K	–	9987
2017 Q3	$174K	Buy	+11,795	New	+$164K	﹤0.01%	8118

Other funds holding WHF

Lalia Capital New York $206M AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

Jeff Yass's WHF Position: Q2 2026 in Review

Jeff Yass reduced its WhiteHorse Finance (WHF) stake by 41% in Q2 2026, selling an estimated $112K and leaving 22,208 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #12212.

Jeff Yass first reported a position in WHF in Q3 2017 and has held it in 10 quarters since. The position peaked at $649K in Q4 2022. 50 funds tracked by Wall St. Rank hold WHF as of Q2 2026.

Jeff Yass held 22,208 shares of WhiteHorse Finance worth $149K as of Q2 2026.
Jeff Yass sold 15,718 WhiteHorse Finance shares in Q2 2026, an estimated $112K.
WhiteHorse Finance made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12212 holding.
Jeff Yass first reported a position in WhiteHorse Finance in Q3 2017 and has held it in 10 quarters since.
Jeff Yass's WhiteHorse Finance position peaked at $649K in Q4 2022.
50 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.