WhiteHorse Finance, Inc.
WHF- Exchange
- Nasdaq
- SEC CIK
- 0001552198
No open-market purchases or sales by WhiteHorse Finance, Inc. insiders were filed in the last 90 days; 50 institutions reported holding it in 13F filings for Q2 2026, worth $22.7M in total; no superinvestor holds it.
Other share classesWHFCL
13F holders, Q2 2026
Institutional positions in WhiteHorse Finance, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 50
- +1 vs. Q1 2026
- Shares held
- 3.39M
- −23.1K (−0.7%) vs. Q1 2026
- Total value
- $22.7M
- −$2.41M (−9.6%) vs. Q1 2026
- New holders
- 9
- 16 more added
- Sold out
- 8
- 15 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WHF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 50 | $22.7M |
| Q1 2026 | 49 | $25.1M |
| Q4 2025 | 58 | $25.3M |
| Q3 2025 | 49 | $22.7M |
| Q2 2025 | 50 | $28.8M |
| Q1 2025 | 51 | $33.1M |
| Q4 2024 | 61 | $34.2M |
| Q3 2024 | 54 | $37.7M |
| Q2 2024 | 62 | $44.6M |
| Q1 2024 | 55 | $41.0M |
| Q4 2023 | 57 | $39.4M |
| Q3 2023 | 53 | $37.1M |
| Q2 2023 | 52 | $37.1M |
| Q1 2023 | 56 | $35.8M |
| Q4 2022 | 63 | $38.4M |
| Q3 2022 | 48 | $32.0M |
| Q2 2022 | 45 | $37.2M |
| Q1 2022 | 40 | $38.0M |
| Q4 2021 | 48 | $47.6M |
| Q3 2021 | 47 | $36.3M |
| Q2 2021 | 48 | $38.6M |
| Q1 2021 | 51 | $43.8M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding WhiteHorse Finance, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lalia Capital, LLC | 712,769 | $4.78M | 2.32% | +23,664+3.4% | Added |
| Two Sigma Investments, LP | 430,600 | $2.89M | 0.00% | −4,972−1.1% | Reduced |
| Ethos Financial Group, LLC | 360,532 | $2.42M | 0.16% | +116,592+47.8% | Added |
| CastleKnight Management LP | 205,656 | $1.38M | 0.05% | −86,800−29.7% | Reduced |
| Bank of America Corp | 185,006 | $1.24M | 0.00% | +20.0% | Added |
| Legal & General Group Plc | 174,879 | $1.17M | 0.00% | +5,805+3.4% | Added |
| Bank of Montreal | 114,842 | $769.4K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 105,501 | $706.9K | 0.00% | +83,075+370.4% | Added |
| Ronald Blue Trust, Inc. | 95,601 | $640.5K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 91,218 | $612.0K | 0.00% | +44,049+93.4% | Added |
| Trexquant Investment LP | 90,532 | $606.6K | 0.00% | +23,046+34.1% | Added |
| LPL Financial LLC | 75,986 | $509.1K | 0.00% | +6,221+8.9% | Added |
| BlackRock, Inc. | 71,135 | $476.6K | 0.00% | −1,811−2.5% | Reduced |
| Sound Income Strategies, LLC | 70,994 | $475.7K | 0.02% | −1,817−2.5% | Reduced |
| UBS Group AG | 57,392 | $384.5K | 0.00% | +25,857+82.0% | Added |
| Marshall Wace, LLP | 55,073 | $369.0K | 0.00% | −21,193−27.8% | Reduced |
| Basso Capital Management, L.P. | 52,500 | $351.8K | 0.09% | −7,500−12.5% | Reduced |
| Closed-End Fund Advisors, Inc. | 44,996 | $301.5K | 0.29% | +175+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 44,403 | $297.5K | 0.00% | +27,505+162.8% | Added |
| Gables Capital Management Inc. | 43,865 | $293.9K | 0.11% | −7,109−13.9% | Reduced |
| Virtus Investment Advisers, Inc. | 41,578 | $278.6K | 0.06% | −18,988−31.4% | Reduced |
| Snowden Capital Advisors LLC | 30,473 | $211.8K | 0.01% | +1,256+4.3% | Added |
| Dimension Capital Management LLC | 28,337 | $189.9K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 25,023 | $167.0K | 0.00% | +613+2.5% | Added |
| Vident Advisory, LLC | 24,281 | $162.7K | 0.00% | +1,038+4.5% | Added |
| Susquehanna International Group, LLP | 22,208 | $148.8K | 0.00% | −15,718−41.4% | Reduced |
| Nomura Holdings Inc | 20,000 | $134.0K | 0.00% | +20,000 | New |
| Stonebridge Financial Group, LLC | 18,915 | $131.0K | 0.02% | +18,915 | New |
| NewEdge Wealth, LLC | 17,408 | $116.6K | 0.00% | +597+3.6% | Added |
| Powell Investment Advisors, LLC | 12,033 | $83.6K | 0.03% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 11,777 | $78.9K | 0.02% | +380+3.3% | Added |
| Norden Group LLC | 11,000 | $73.7K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 9,900 | $66.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 6,276 | $42.0K | 0.00% | −42,211−87.1% | Reduced |
| Royal Bank of Canada | 5,735 | $38.0K | 0.00% | −6,909−54.6% | Reduced |
| Morgan Stanley | 5,407 | $36.2K | 0.00% | −29,589−84.5% | Reduced |
| Highline Wealth Partners LLC | 3,270 | $21.9K | 0.00% | +3,270 | New |
| Ancora Advisors, LLC | 3,000 | $20.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,871 | $19.2K | 0.00% | −12,052−80.8% | Reduced |
| JPMorgan Chase & Co | 1,937 | $13.0K | 0.00% | +1,937 | New |
| Simplex Trading, LLC | 1,494 | $10.0K | 0.00% | −85−5.4% | Reduced |
| Group One Trading, L.P. | 1,152 | $7.72K | 0.00% | +1,152 | New |
| BNP Paribas Arbitrage, SA | 889 | $5.96K | 0.00% | +889 | New |
| Farther Finance Advisors, LLC | 775 | $5.19K | 0.00% | −331−29.9% | Reduced |
| Wells Fargo & Company | 255 | $1.71K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 200 | $1.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 85 | $570 | 0.00% | +85 | New |
| Hilton Head Capital Partners, LLC | 65 | $436 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14 | $94 | 0.00% | +14 | New |
| Caitong International Asset Management Co., Ltd | 4 | $27 | 0.00% | +4 | New |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −63,291−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −60,824−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −25,836−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −17,337−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,728−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| PMV Capital Advisers, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |