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Virtus Investment Advisers’s WhiteHorse Finance WHF Stock Holding History

Virtus Investment Advisers’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
Q1 		$448K Buy
60,566
+2,741
+5% +$18.9K 0.12% 231
2025
Q4 		$402K Sell
57,825
-7,371
-11% -$52.4K 0.11% 242
2025
Q3 		$451K Buy
65,196
+6,940
+12% +$59.4K 0.13% 213
2025
Q2 		$508K Sell
58,256
-74,765
-56% -$688K 0.17% 183
2025
Q1 		$1.28M Buy
+133,021
New +$1.36M 0.35% 80

Other funds holding WHF

LC
Lalia Capital New York $158M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Virtus Investment Advisers's WHF Position: Q1 2026 in Review

Virtus Investment Advisers increased its WhiteHorse Finance (WHF) stake by 4.7% in Q1 2026, buying an estimated $18.9K and bringing the position to 60,566 shares worth $448K. The position accounts for 0.12% of the portfolio, ranked #231.

Virtus Investment Advisers first reported a position in WHF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q1 2025. 49 funds tracked by Wall St. Rank hold WHF as of Q1 2026.

  • Virtus Investment Advisers held 60,566 shares of WhiteHorse Finance worth $448K as of Q1 2026.
  • Virtus Investment Advisers bought 2,741 WhiteHorse Finance shares in Q1 2026, an estimated $18.9K.
  • WhiteHorse Finance made up 0.12% of Virtus Investment Advisers's portfolio in Q1 2026, its #231 holding.
  • Virtus Investment Advisers first reported a position in WhiteHorse Finance in Q1 2025 and has held it in 5 quarters since.
  • Virtus Investment Advisers's WhiteHorse Finance position peaked at $1.28M in Q1 2025.
  • 49 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.