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Newbridge Financial Services Group’s WhiteHorse Finance WHF Stock Holding History

Newbridge Financial Services Group’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
2025
Q3 		– Sell
-1,100
Closed -$9.59K – 1396
2025
Q2 		$9.59K Buy
+1,100
New +$10.1K ﹤0.01% 901

Other funds holding WHF

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
Bank of Montreal
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

Newbridge Financial Services Group's WHF Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of WhiteHorse Finance (WHF) in Q3 2025, closing a stake of 1,100 shares — an estimated $9.59K sold.

Newbridge Financial Services Group first reported a position in WHF in Q2 2025 and held it in 1 quarter. The position peaked at $9.59K in Q2 2025. 49 funds tracked by Wall St. Rank hold WHF as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining WhiteHorse Finance position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,100 WhiteHorse Finance shares in Q3 2025, an estimated $9.59K.
  • Newbridge Financial Services Group first reported a position in WhiteHorse Finance in Q2 2025 and held it in 1 quarter.
  • Newbridge Financial Services Group's WhiteHorse Finance position peaked at $9.59K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.