Skip to main content

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 $22.4M in total; no superinvestor holds it.

Other share classesWHFCL

Q4 2021 vs. Q3 2021

How the institutions holding WhiteHorse Finance, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of WHF: Q3 2021 compared with Q4 2021
MeasureQ3 2021Q4 2021Change
Holders4748+1
Shares2.39M3.07M+688.5K (+28.9%)
Value$36.3M$47.6M+$11.3M (+31.3%)

New holders (11)

Institutions that held WhiteHorse Finance, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to WHF in Q4 2021
InstitutionSharesValue% of portfolio
Invesco Ltd.687,453$10.7M0.00%
Marshall Wace, LLP22,047$341.0K0.00%
Raymond James Financial Services Advisors, Inc.16,606$257.0K0.00%
Virtu Financial LLC16,014$248.0K0.03%
Eidelman Virant Capital10,000$156.0K0.06%
Benjamin F. Edwards & Company, Inc.10,000$155.0K0.01%
Fortitude Advisory Group L.L.C.7,168$111.0K0.06%
Ahrens Investment Partners LLC5,825$90.0K0.04%
Cornerstone Advisory, LLC1,976$30.0K0.00%
Aquatic Capital Management LLC800$12.0K0.02%
Outfitter Financial LLC150$2.00K0.00%

Sold out (10)

Institutions that held WhiteHorse Finance, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of WHF in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Sumitomo Mitsui Trust Holdings, Inc.56,063$853.0K
Muzinich & Co., Inc.56,063$852.0K
Acadian Asset Management LLC24,322$369.0K
AXA S.A.17,100$260.0K
Cetera Advisors LLC16,125$245.0K
Arkadios Wealth Advisors3,788$57.0K
Wolverine Asset Management LLC1,917$29.0K
American Portfolios Advisors1,445$22.0K
Cahill Financial Advisors Inc583$9.00K
Larson Financial Group LLC252$4.00K