Powell Investment Advisors’s WhiteHorse Finance WHF Stock Holding History

Powell Investment 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
2026 Q1	$92.2K	Hold	12,033	–	–	0.03%	153
2025 Q4	$86.6K	Buy	12,033 +973	+9%	+$6.92K	0.03%	151
2025 Q3	$80.8K	Hold	11,060	–	–	0.03%	151
2025 Q2	$101K	Hold	11,060	–	–	0.04%	143
2025 Q1	$111K	Hold	11,060	–	–	0.05%	125
2024 Q4	$111K	Hold	11,060	–	–	0.05%	135
2024 Q3	$132K	Hold	11,060	–	–	0.06%	126
2024 Q2	$140K	Hold	11,060	–	–	0.07%	124
2024 Q1	$141K	Hold	11,060	–	–	0.07%	123
2023 Q4	$140K	Hold	11,060	–	–	0.08%	123
2023 Q3	$145K	Hold	11,060	–	–	0.09%	113
2023 Q2	$146K	Hold	11,060	–	–	0.09%	107
2023 Q1	$143K	Hold	11,060	–	–	0.08%	108
2022 Q4	$148K	Hold	11,060	–	–	0.09%	106
2022 Q3	$127K	Hold	11,060	–	–	0.08%	108
2022 Q2	$149K	Hold	11,060	–	–	0.09%	111
2022 Q1	$171K	Hold	11,060	–	–	0.1%	104
2021 Q4	$179K	Buy	11,060 +660	+6%	+$10.2K	0.1%	104
2021 Q3	$162K	Hold	10,400	–	–	0.1%	105
2021 Q2	$159K	Hold	10,400	–	–	0.1%	105
2021 Q1	$161K	Hold	10,400	–	–	0.11%	102
2020 Q4	$145K	Buy	+10,400	New	+$126K	0.11%	93

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

Powell Investment Advisors's WHF Position: Q1 2026 in Review

Powell Investment Advisors held its WhiteHorse Finance (WHF) position steady in Q1 2026 at 12,033 shares worth $92.2K. The position accounts for 0.03% of the portfolio, ranked #153.

Powell Investment Advisors first reported a position in WHF in Q4 2020 and has held it in 22 quarters since. The position peaked at $179K in Q4 2021. 49 funds tracked by Wall St. Rank hold WHF as of Q1 2026.

Powell Investment Advisors held 12,033 shares of WhiteHorse Finance worth $92.2K as of Q1 2026.
Powell Investment Advisors left its WhiteHorse Finance share count unchanged in Q1 2026.
WhiteHorse Finance made up 0.03% of Powell Investment Advisors's portfolio in Q1 2026, its #153 holding.
Powell Investment Advisors first reported a position in WhiteHorse Finance in Q4 2020 and has held it in 22 quarters since.
Powell Investment Advisors's WhiteHorse Finance position peaked at $179K in Q4 2021.
49 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.