JWA
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
Q2 		$570 Buy
+85
New +$606 ﹤0.01% 1932

Other funds holding WHF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JFS Wealth Advisors's WHF Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in WhiteHorse Finance (WHF) in Q2 2026: 85 shares worth $570. The stake represents ﹤0.01% of the portfolio and ranks #1932 among its holdings.

6 funds tracked by Wall St. Rank hold WHF as of Q2 2026.

  • JFS Wealth Advisors held 85 shares of WhiteHorse Finance worth $570 as of Q2 2026.
  • WhiteHorse Finance was a new JFS Wealth Advisors position in Q2 2026.
  • WhiteHorse Finance made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1932 holding.
  • 6 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.