WHITEHORSE FIN INC's ticker is WHF and the CUSIP is 96524V106.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,239 | -0.5% | 31,812 | 0.0% | 0.10% | +8.0% |
| Q2 2023 | $408,148 | +2.5% | 31,812 | 0.0% | 0.09% | -3.3% |
| Q1 2023 | $398,286 | -4.1% | 31,812 | 0.0% | 0.09% | -6.2% |
| Q4 2022 | $415,147 | +17.6% | 31,812 | 0.0% | 0.10% | +14.1% |
| Q3 2022 | $353,000 | -15.6% | 31,812 | 0.0% | 0.08% | -9.6% |
| Q2 2022 | $418,000 | -12.9% | 31,812 | 0.0% | 0.09% | +5.6% |
| Q1 2022 | $480,000 | -10.1% | 31,812 | -7.7% | 0.09% | -11.0% |
| Q4 2021 | $534,000 | +1.7% | 34,479 | 0.0% | 0.10% | -7.4% |
| Q3 2021 | $525,000 | +2.3% | 34,479 | 0.0% | 0.11% | -3.6% |
| Q2 2021 | $513,000 | – | 34,479 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE AMERICA, INC. | 252,260 | $3,660,000 | 2.53% |
| GABLES CAPITAL MANAGEMENT INC. | 101,714 | $1,469,000 | 1.20% |
| Nuveen Fund Advisors, LLC | 19,822 | $288,000 | 0.36% |
| Ativo Capital Management LLC | 78,023 | $1,132,000 | 0.32% |
| Advisors Asset Management, Inc. | 455,309 | $6,607,000 | 0.11% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8,167 | $119,000 | 0.09% |
| IFP Advisors, Inc | 60,024 | $871,000 | 0.04% |
| Freedom Investment Management, Inc. | 13,789 | $200,000 | 0.01% |
| TELEMUS CAPITAL, LLC | 10,000 | $145,000 | 0.01% |
| Financial Gravity Asset Management, Inc. | 569 | $8,000 | 0.01% |