Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Mackenzie Financial’s
WhiteHorse Finance
WHF
Stock Holding History
Mackenzie Financial’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
2023
Q3
–
Sell
-38,038
Closed
-$497K
–
1600
2023
Q2
$497K
Sell
38,038
-11,257
-23%
-$137K
﹤0.01%
1018
2023
Q1
$617K
Buy
49,295
+14,182
+40%
+$186K
﹤0.01%
968
2022
Q4
$458K
Sell
35,113
-5,840
-14%
-$73.7K
﹤0.01%
956
2022
Q3
$455K
Sell
40,953
-7,252
-15%
-$100K
﹤0.01%
960
2022
Q2
$633K
Sell
48,205
-28,939
-38%
-$411K
﹤0.01%
921
2022
Q1
$1.16M
Buy
77,144
+53
+0.1%
+$806
﹤0.01%
872
2021
Q4
$1.2M
Buy
77,091
+186
+0.2%
+$2.88K
﹤0.01%
872
2021
Q3
$1.17M
Buy
76,905
+10,763
+16%
+$166K
﹤0.01%
891
2021
Q2
$986K
Buy
66,142
+35,532
+116%
+$552K
﹤0.01%
878
2021
Q1
$464K
Buy
+30,610
New
+$443K
﹤0.01%
940
Other funds holding WHF
SIS
Sound Income Strategies
Ft Lauderdale, Florida
$2.07B AUM
4.33%
1-Year Est. Return
AAM
Advisors Asset Management
Monument, Colorado
$6.01B AUM
24.74%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BCM
Basso Capital Management
Stamford, Connecticut
$163M AUM
21.95%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
GCM
Gables Capital Management
Miami, Florida
$236M AUM
32.91%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close