Steward Partners Investment Advisory’s WhiteHorse Finance WHF Stock Holding History

Steward Partners Investment Advisory’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	$94	Buy	+14	New	+$100	﹤0.01%	4563

Other funds holding WHF

Lalia Capital New York $206M AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

Steward Partners Investment Advisory's WHF Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in WhiteHorse Finance (WHF) in Q2 2026: 14 shares worth $94. The stake represents ﹤0.01% of the portfolio and ranks #4563 among its holdings.

50 funds tracked by Wall St. Rank hold WHF as of Q2 2026.

Steward Partners Investment Advisory held 14 shares of WhiteHorse Finance worth $94 as of Q2 2026.
WhiteHorse Finance was a new Steward Partners Investment Advisory position in Q2 2026.
WhiteHorse Finance made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4563 holding.
50 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.