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Sound Income Strategies’s WhiteHorse Finance WHF Stock Holding History

Sound Income Strategies’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
Q2 		$476K Sell
70,994
-1,817
-2% -$12.9K 0.02% 296
2026
Q1 		$518K Sell
72,811
-4,111
-5% -$28.3K 0.03% 243
2025
Q4 		$532K Sell
76,922
-781,054
-91% -$5.56M 0.03% 244
2025
Q3 		$5.73M Sell
857,976
-84,090
-9% -$720K 0.31% 85
2025
Q2 		$8.21M Sell
942,066
-71,308
-7% -$657K 0.47% 62
2025
Q1 		$9.78M Buy
1,013,374
+48,078
+5% +$493K 0.58% 56
2024
Q4 		$9.34M Buy
965,296
+70,234
+8% +$772K 0.58% 56
2024
Q3 		$10.4M Buy
895,062
+39,839
+5% +$474K 0.67% 55
2024
Q2 		$10.5M Buy
855,223
+42,828
+5% +$545K 0.66% 46
2024
Q1 		$10.1M Buy
812,395
+58,463
+8% +$736K 0.75% 43
2023
Q4 		$9.27M Buy
753,932
+44,420
+6% +$549K 0.77% 47
2023
Q3 		$9.06M Buy
709,512
+28,104
+4% +$366K 0.77% 38
2023
Q2 		$8.74M Buy
681,408
+42,984
+7% +$524K 0.9% 36
2023
Q1 		$7.99M Buy
638,424
+40,857
+7% +$535K 0.87% 36
2022
Q4 		$7.8M Buy
597,567
+206,872
+53% +$2.61M 0.99% 28
2022
Q3 		$4.34M Buy
390,695
+48,753
+14% +$673K 0.63% 47
2022
Q2 		$4.49M Buy
341,942
+33,278
+11% +$472K 0.6% 45
2022
Q1 		$4.66M Buy
308,664
+67,212
+28% +$1.02M 0.54% 48
2021
Q4 		$3.74M Buy
241,452
+58,262
+32% +$901K 0.44% 50
2021
Q3 		$2.79M Buy
183,190
+19,358
+12% +$299K 0.36% 54
2021
Q2 		$2.44M Buy
163,832
+34,824
+27% +$541K 0.35% 56
2021
Q1 		$1.96M Buy
129,008
+49,562
+62% +$717K 0.33% 54
2020
Q4 		$1.08M Buy
79,446
+51,889
+188% +$630K 0.24% 54
2020
Q3 		$270K Sell
27,557
-1,187
-4% -$12.2K 0.07% 83
2020
Q2 		$296K Sell
28,744
-10,660
-27% -$99.1K 0.09% 63
2020
Q1 		$279K Buy
39,404
+8,343
+27% +$104K 0.1% 57
2019
Q4 		$426K Buy
31,061
+14,725
+90% +$206K 0.11% 44
2019
Q3 		$228K Buy
16,336
+11,346
+227% +$155K 0.07% 53
2019
Q2 		$69K Buy
+4,990
New +$71K 0.02% 101

Other funds holding WHF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
PIA
Powell Investment Advisors Miami, Florida $317M AUM 26.57% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Sound Income Strategies's WHF Position: Q2 2026 in Review

Sound Income Strategies reduced its WhiteHorse Finance (WHF) stake by 2.5% in Q2 2026, selling an estimated $12.9K and leaving 70,994 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #296.

Sound Income Strategies first reported a position in WHF in Q2 2019 and has held it in 29 quarters since. The position peaked at $10.5M in Q2 2024. 13 funds tracked by Wall St. Rank hold WHF as of Q2 2026.

  • Sound Income Strategies held 70,994 shares of WhiteHorse Finance worth $476K as of Q2 2026.
  • Sound Income Strategies sold 1,817 WhiteHorse Finance shares in Q2 2026, an estimated $12.9K.
  • WhiteHorse Finance made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #296 holding.
  • Sound Income Strategies first reported a position in WhiteHorse Finance in Q2 2019 and has held it in 29 quarters since.
  • Sound Income Strategies's WhiteHorse Finance position peaked at $10.5M in Q2 2024.
  • 13 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.