Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s WhiteHorse Finance WHF Stock Holding History

Northwestern Mutual Wealth 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
2025
Q3 		– Sell
-3,398
Closed -$29.6K – 4073
2025
Q2 		$29.6K Hold
3,398
– – ﹤0.01% 2432
2025
Q1 		$32.8K Hold
3,398
– – ﹤0.01% 2323
2024
Q4 		$32.9K Hold
3,398
– – ﹤0.01% 2338
2024
Q3 		$39.3K Hold
3,398
– – ﹤0.01% 2246
2024
Q2 		$41.7K Hold
3,398
– – ﹤0.01% 2146
2024
Q1 		$42.1K Buy
+3,398
New +$42.8K ﹤0.01% 2149

Other funds holding WHF

SIS
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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 $163M AUM 21.95% 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 $8.74B AUM 14.62% 1-Year Est. Return

Northwestern Mutual Wealth Management's WHF Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of WhiteHorse Finance (WHF) in Q3 2025, closing a stake of 3,398 shares — an estimated $29.6K sold.

Northwestern Mutual Wealth Management first reported a position in WHF in Q1 2024 and held it in 6 quarters. The position peaked at $42.1K in Q1 2024. 49 funds tracked by Wall St. Rank hold WHF as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining WhiteHorse Finance position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 3,398 WhiteHorse Finance shares in Q3 2025, an estimated $29.6K.
  • Northwestern Mutual Wealth Management first reported a position in WhiteHorse Finance in Q1 2024 and held it in 6 quarters.
  • Northwestern Mutual Wealth Management's WhiteHorse Finance position peaked at $42.1K in Q1 2024.
  • 49 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.