Ritholtz Wealth Management’s WhiteHorse Finance WHF Stock Holding History

Ritholtz 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
2026 Q3	$123K	Buy	+17,559	New	+$120K	﹤0.01%	1345

Other funds holding WHF

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

Gables Capital Management Miami, Florida $267M AUM 34.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return

Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return

Ritholtz Wealth Management's WHF Position: Q3 2026 in Review

Ritholtz Wealth Management opened a new position in WhiteHorse Finance (WHF) in Q3 2026: 17,559 shares worth $123K. The stake represents ﹤0.01% of the portfolio and ranks #1345 among its holdings.

19 funds tracked by Wall St. Rank hold WHF as of Q3 2026.

Ritholtz Wealth Management held 17,559 shares of WhiteHorse Finance worth $123K as of Q3 2026.
WhiteHorse Finance was a new Ritholtz Wealth Management position in Q3 2026.
WhiteHorse Finance made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1345 holding.
19 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.