CWM »

Whitehorse Finance shares owned by CWM

Quarter-by-quarter ownership of Whitehorse Finance (WHF) shares owned by CWM from 13F filings

Historical chart of CWM investment in Whitehorse Finance

Tip: Access up to 7 years of quarterly data

All positions including Whitehorse Finance held by CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Whitehorse Finance by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $0 9 0.00
2025-06-30 $0 9 0.00
2023-09-30 $13k 1.0k 13.00
2023-06-30 $26k 2.0k 13.00
2023-03-31 $44k 3.5k 12.57

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Whitehorse Finance

Sound Income Strategies
Two Sigma Advisers
Two Sigma Investments
Ethos Financial Group
Legal & General Group
BlackRock
Basso Capital Management
Susquehanna International
Ronald Blue Trust
Advisors Asset Management
UBS Group
Marshall Wace
Virtus Investment Advisers
Gables Capital Management
Toroso Investments

View all funds holding Whitehorse Finance