Mercer Global Advisors
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Mercer Global Advisors’s WhiteHorse Finance WHF Stock Holding History

Mercer Global 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
2024
Q4 		– Sell
-26,248
Closed -$26.2K – 2299
2024
Q3 		$26.2K Hold
26,248
– – ﹤0.01% 1937
2024
Q2 		$26.2K Hold
26,248
– – ﹤0.01% 1940
2024
Q1 		$26K Hold
26,248
– – ﹤0.01% 1911
2023
Q4 		$26K Buy
+26,248
New +$324K ﹤0.01% 1984

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SIS
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mercer Global Advisors's WHF Position: Q4 2024 in Review

Mercer Global Advisors sold out of WhiteHorse Finance (WHF) in Q4 2024, closing a stake of 26,248 shares — an estimated $26.2K sold.

Mercer Global Advisors first reported a position in WHF in Q4 2023 and held it in 4 quarters. The position peaked at $26.2K in Q3 2024. 61 funds tracked by Wall St. Rank hold WHF as of Q4 2024.

  • Mercer Global Advisors reported no remaining WhiteHorse Finance position as of Q4 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 26,248 WhiteHorse Finance shares in Q4 2024, an estimated $26.2K.
  • Mercer Global Advisors first reported a position in WhiteHorse Finance in Q4 2023 and held it in 4 quarters.
  • Mercer Global Advisors's WhiteHorse Finance position peaked at $26.2K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.