Powell Investment Advisors, LLC WHF — WHITEHORSE FIN INC

Ownership history in Powell Investment Advisors, LLC  ·  22 quarters on record

AI Ownership Summary

Powell Investment Advisors, LLC reported WHITEHORSE FIN INC (WHF) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2023 Q4. The latest visible filing shows WHF at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WHF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Powell Investment Advisors, LLC's position in WHITEHORSE FIN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WHF was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WHF stock page Powell Investment Advisors, LLC fund profile Powell Investment Advisors, LLC full holdings
How Powell Investment Advisors, LLC held WHF — position size vs. price
% of Fund (quarterly)    WHF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 12,033 — 0% 0.03% $92K 2026-04-23 $7.20
2025 Q4 ADDED — — — 12,033 +973 +8.8% 0.03% $87K 2026-02-09 $6.09
2025 Q3 UNCHANGED — — — 11,060 — 0% 0.03% $81K 2025-11-13 $6.07
2025 Q2 UNCHANGED — — — 11,060 — 0% 0.04% $101K 2025-07-22 $7.66
2025 Q1 UNCHANGED — — — 11,060 — 0% 0.05% $111K 2025-05-09 $7.61
2024 Q4 UNCHANGED — — — 11,060 — 0% 0.05% $111K 2025-01-29 $8.33
2024 Q3 UNCHANGED — — — 11,060 — 0% 0.06% $132K 2024-11-01 $8.85
2024 Q2 UNCHANGED — — — 11,060 — 0% 0.07% $140K 2024-07-31 $8.61
2024 Q1 UNCHANGED — — — 11,060 — 0% 0.07% $141K 2024-04-16 $8.72
2023 Q4 UNCHANGED — — — 11,060 — 0% 0.08% $140K 2024-02-01 $8.54
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WHF

As of 2026 Q1 — sorted by position size

Lalia Capital, LLC 3.22% Closed-End Fund Advisors, Inc. 0.34% BASSO CAPITAL MANAGEMENT, L.P. 3Y 7Y 0.27% GABLES CAPITAL MANAGEMENT INC. 3Y 7Y 0.16% Ethos Financial Group, LLC 3Y 0.12% Virtus Investment Advisers, LLC 3Y 7Y 0.12% CastleKnight Management LP 3Y 0.04% Northstar Advisory Group, LLC 3Y 0.03% DIMENSION CAPITAL MANAGEMENT LLC 3Y 7Y 0.03% Sound Income Strategies, LLC 3Y 7Y 0.03%

FAQ About Powell Investment Advisors, LLC and WHF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Powell Investment Advisors, LLC reported owning WHF?

Powell Investment Advisors, LLC reported WHF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WHF position in Powell Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for WHF was 0.08% in 2023 Q4.

What is the latest reported WHF position on this page?

The most recent filing on this page is 2026 Q1, when Powell Investment Advisors, LLC reported 12,033 shares, equal to 0.03% of portfolio, with an estimated market value of $92K.

What does the chart on this WHF ownership page compare?

The chart compares Powell Investment Advisors, LLC's quarterly WHF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Powell Investment Advisors, LLC time their WHF position?

Based on 13F filing dates vs. subsequent WHF price moves, Powell Investment Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on WHF relative to SPY over the holding period was -11.2%.

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