NewEdge Wealth, LLC

Position in WHF — WhiteHorse Finance, Inc.

CIK 1861796 STAMFORD, CT

Position in WHF

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$116,633

-$7,768 QoQ

Shares Held

17,408

+3.6% QoQ

Ownership

0.081%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#29

of 49 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NewEdge Wealth, LLC holds $142,534,632 across 51 Asset Management names. WHF ranks #49 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	546,382	$64,292,769
2	APO	Apollo Global Management, Inc.	86,404	$10,222,457
3	CEF	Sprott Physical Gold & Silver Trust	253,922	$10,215,282
4	PHYS	Sprott Physical Gold Trust	234,115	$7,063,249
5	BLK	BlackRock, Inc.	7,135	$6,860,730
6	OBDC	Blue Owl Capital Corp	614,082	$6,675,071
7	PSLV	Sprott Physical Silver Trust	211,665	$3,994,118
8	ARDC	Ares Dynamic Credit Allocation Fund, Inc.	249,723	$3,154,001

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$116,633	17,408	+3.6%	Shares	Sole	2026-08-10
2026-03-31	$124,401	16,811	+3.6%	Shares	Sole	2026-05-13
2025-12-31	$112,798	16,230	+0.5%	Shares	Sole	2026-02-03
2025-09-30	$111,806	16,157	+5.7%	Shares	Sole	2025-11-07
2025-06-30	$133,346	15,292	+8.6%	Shares	Sole	2025-08-11
2025-03-31	$135,843	14,077	+3.9%	Shares	Sole	2025-05-09
2024-12-31	$131,173	13,551	+5.7%	Shares	Sole	2025-02-05
2024-09-30	$148,362	12,823	+3.1%	Shares	Sole	2024-11-12
2024-06-30	$152,626	12,439	+6.3%	Shares	Sole	2024-08-02
2023-12-31	$143,934	11,702	+2.9%	Shares	Sole	2024-01-29
2023-09-30	$145,233	11,373	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.