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Kestra Advisory Services’s WhiteHorse Finance WHF Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-6,389
Closed -$44.4K – 4390
2025
Q4 		$44.4K Buy
+6,389
New +$45.5K ﹤0.01% 4016

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Kestra Advisory Services's WHF Position: Q1 2026 in Review

Kestra Advisory Services sold out of WhiteHorse Finance (WHF) in Q1 2026, closing a stake of 6,389 shares — an estimated $44.4K sold.

Kestra Advisory Services first reported a position in WHF in Q4 2025 and held it in 1 quarter. The position peaked at $44.4K in Q4 2025. 49 funds tracked by Wall St. Rank hold WHF as of Q1 2026.

  • Kestra Advisory Services reported no remaining WhiteHorse Finance position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 6,389 WhiteHorse Finance shares in Q1 2026, an estimated $44.4K.
  • Kestra Advisory Services first reported a position in WhiteHorse Finance in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's WhiteHorse Finance position peaked at $44.4K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.