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Sanders Morris Harris’s WhiteHorse Finance WHF Stock Holding History

Sanders Morris Harris’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
-32,244
Closed -$373K – 320
2024
Q3 		$373K Hold
32,244
– – 0.06% 183
2024
Q2 		$396K Buy
32,244
+956
+3% +$12.2K 0.07% 184
2024
Q1 		$388K Buy
31,288
+1
+0% +$13 0.07% 185
2023
Q4 		$402K Buy
+31,287
New +$387K 0.2% 130

Other funds holding WHF

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 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
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

Sanders Morris Harris's WHF Position: Q4 2024 in Review

Sanders Morris Harris sold out of WhiteHorse Finance (WHF) in Q4 2024, closing a stake of 32,244 shares — an estimated $373K sold.

Sanders Morris Harris first reported a position in WHF in Q4 2023 and held it in 4 quarters. The position peaked at $402K in Q4 2023. 61 funds tracked by Wall St. Rank hold WHF as of Q4 2024.

  • Sanders Morris Harris reported no remaining WhiteHorse Finance position as of Q4 2024 after selling out during the quarter.
  • Sanders Morris Harris sold 32,244 WhiteHorse Finance shares in Q4 2024, an estimated $373K.
  • Sanders Morris Harris first reported a position in WhiteHorse Finance in Q4 2023 and held it in 4 quarters.
  • Sanders Morris Harris's WhiteHorse Finance position peaked at $402K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q4 2024.

Based on Sanders Morris Harris's 13F filing for Q4 2024, filed 15 Jan 2025.