JFS Wealth Advisors
WHF icon

JFS Wealth Advisors’s WhiteHorse Finance WHF Stock Holding History

JFS Wealth 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
2026
Q3 		– Sell
-85
Closed -$570 – 2329
2026
Q2 		$570 Buy
+85
New +$606 ﹤0.01% 1932

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JFS Wealth Advisors's WHF Position: Q3 2026 in Review

JFS Wealth Advisors sold out of WhiteHorse Finance (WHF) in Q3 2026, closing a stake of 85 shares — an estimated $570 sold.

JFS Wealth Advisors first reported a position in WHF in Q2 2026 and held it in 1 quarter. The position peaked at $570 in Q2 2026. 19 funds tracked by Wall St. Rank hold WHF as of Q3 2026.

  • JFS Wealth Advisors reported no remaining WhiteHorse Finance position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 85 WhiteHorse Finance shares in Q3 2026, an estimated $570.
  • JFS Wealth Advisors first reported a position in WhiteHorse Finance in Q2 2026 and held it in 1 quarter.
  • JFS Wealth Advisors's WhiteHorse Finance position peaked at $570 in Q2 2026.
  • 19 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.