Key Capital Management’s WhiteHorse Finance WHF Stock Holding History

Key Capital 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
2026 Q1	–	Sell	-555	Closed	-$3.86K	–	760
2025 Q4	$3.86K	Buy	+555	New	+$3.95K	﹤0.01%	336

Other funds holding WHF

Lalia Capital New York $158M AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BTI

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Key Capital Management's WHF Position: Q1 2026 in Review

Key Capital Management sold out of WhiteHorse Finance (WHF) in Q1 2026, closing a stake of 555 shares — an estimated $3.86K sold.

Key Capital Management first reported a position in WHF in Q4 2025 and held it in 1 quarter. The position peaked at $3.86K in Q4 2025. 49 funds tracked by Wall St. Rank hold WHF as of Q1 2026.

Key Capital Management reported no remaining WhiteHorse Finance position as of Q1 2026 after selling out during the quarter.
Key Capital Management sold 555 WhiteHorse Finance shares in Q1 2026, an estimated $3.86K.
Key Capital Management first reported a position in WhiteHorse Finance in Q4 2025 and held it in 1 quarter.
Key Capital Management's WhiteHorse Finance position peaked at $3.86K in Q4 2025.
49 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2026.

Based on Key Capital Management's 13F filing for Q1 2026, filed 7 May 2026.