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Whitehorse Finance shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Whitehorse Finance

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Whitehorse Finance by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $570 85 6.71

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

Top funds holding Whitehorse Finance

Lalia Capital
Two Sigma Investments
CastleKnight Management
Ethos Financial Group
Bank of America Corporation
Legal & General Group
Bank Of Montreal
Ronald Blue Trust
Marshall Wace
BlackRock
Sound Income Strategies
LPL Financial
Trexquant Investment
Victory Capital Management
Advisors Asset Management

View all funds holding Whitehorse Finance