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Stifel Financial’s
WhiteHorse Finance
WHF
Stock Holding History
Stifel Financial’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
2021
Q3
–
Sell
-15,000
Closed
-$224K
–
3426
2021
Q2
$224K
Buy
15,000
+4,200
+39%
+$65.3K
﹤0.01%
3078
2021
Q1
$164K
Buy
+10,800
New
+$156K
﹤0.01%
3056
2020
Q2
–
Sell
-13,119
Closed
-$94K
–
2963
2020
Q1
$94K
Buy
13,119
+3,100
+31%
+$38.7K
﹤0.01%
2601
2019
Q4
$138K
Buy
+10,019
New
+$140K
﹤0.01%
2851
2015
Q4
–
Sell
-24,555
Closed
-$286K
–
2402
2015
Q3
$286K
Sell
24,555
-100
-0.4%
-$1.26K
﹤0.01%
1852
2015
Q2
$307K
Buy
24,655
+7,564
+44%
+$97.9K
﹤0.01%
1941
2015
Q1
$212K
Sell
17,091
-22,339
-57%
-$270K
﹤0.01%
2085
2014
Q4
$456K
Sell
39,430
-2,721
-6%
-$33.9K
﹤0.01%
1651
2014
Q3
$559K
Sell
42,151
-2,437
-5%
-$34.5K
﹤0.01%
1452
2014
Q2
$638K
Buy
44,588
+13,258
+42%
+$183K
0.01%
1355
2014
Q1
$440K
Buy
+31,330
New
+$455K
﹤0.01%
1498
Other funds holding WHF
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
AM
Ares Management
Los Angeles, California
$1.52B AUM
12.97%
1-Year Est. Return
AAM
Advisors Asset Management
Monument, Colorado
$6.01B AUM
24.74%
1-Year Est. Return
SIS
Sound Income Strategies
Ft Lauderdale, Florida
$2.07B AUM
4.33%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
GCM
Gables Capital Management
Miami, Florida
$236M AUM
32.91%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Mackenzie Financial
Toronto Ontario, Ontario, Canada
$83.3B AUM
31.19%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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