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SOA Wealth Advisors’s WhiteHorse Finance WHF Stock Holding History

SOA Wealth 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
2025
Q2 		– Sell
-27
Closed -$261 – 940
2025
Q1 		$261 Hold
27
– – ﹤0.01% 819
2024
Q4 		$261 Buy
+27
New +$297 ﹤0.01% 809

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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SOA Wealth Advisors's WHF Position: Q2 2025 in Review

SOA Wealth Advisors sold out of WhiteHorse Finance (WHF) in Q2 2025, closing a stake of 27 shares — an estimated $261 sold.

SOA Wealth Advisors first reported a position in WHF in Q4 2024 and held it in 2 quarters. The position peaked at $261 in Q1 2025. 50 funds tracked by Wall St. Rank hold WHF as of Q2 2025.

  • SOA Wealth Advisors reported no remaining WhiteHorse Finance position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 27 WhiteHorse Finance shares in Q2 2025, an estimated $261.
  • SOA Wealth Advisors first reported a position in WhiteHorse Finance in Q4 2024 and held it in 2 quarters.
  • SOA Wealth Advisors's WhiteHorse Finance position peaked at $261 in Q1 2025.
  • 50 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.