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
13F holders, Q1 2022
Institutional positions in WhiteHorse Finance, Inc. as of Mar 31, 2022. 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
- 40
- −7 vs. Q4 2021
- Shares held
- 2.52M
- −555.1K (−18.1%) vs. Q4 2021
- Total value
- $38.0M
- −$9.65M (−20.3%) vs. Q4 2021
- New holders
- 2
- 15 more added
- Sold out
- 9
- 8 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: 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 | $22.4M |
| Q1 2026 | 49 | $25.1M |
| Q4 2025 | 58 | $25.3M |
| Q3 2025 | 49 | $22.7M |
| Q2 2025 | 50 | $28.5M |
| Q1 2025 | 51 | $33.1M |
| Q4 2024 | 61 | $34.2M |
| Q3 2024 | 54 | $37.5M |
| Q2 2024 | 62 | $44.5M |
| Q1 2024 | 55 | $36.9M |
| Q4 2023 | 57 | $37.5M |
| Q3 2023 | 53 | $37.1M |
| Q2 2023 | 52 | $36.8M |
| Q1 2023 | 56 | $35.1M |
| 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 | $38.4M |
| Q1 2021 | 51 | $43.8M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding WhiteHorse Finance, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 273 | $4.00K | 0.00% | +273 | New |
| Koshinski Asset Management, Inc. | 1,400 | $21.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 2,830 | $43.0K | 0.02% | −4,338−60.5% | Reduced |
| Wells Fargo & Company | 3,706 | $56.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 5,825 | $88.0K | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 6,167 | $99.0K | 0.00% | +937+17.9% | Added |
| IFP Advisors, Inc | 8,364 | $120.0K | 0.00% | +4,138+97.9% | Added |
| Eidelman Virant Capital | 10,000 | $150.0K | 0.08% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 10,000 | $151.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,483 | $158.0K | 0.00% | +10,483 | New |
| Royal Bank of Canada | 10,885 | $164.0K | 0.00% | +998+10.1% | Added |
| Baker Tilly Wealth Management, LLC | 11,000 | $166.0K | 0.02% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 11,060 | $171.0K | 0.10% | 00.0% | Unchanged |
| Davenport & Co LLC | 11,800 | $178.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 15,517 | $234.0K | 0.00% | −467−2.9% | Reduced |
| Avantax Advisory Services, Inc. | 15,746 | $238.0K | 0.00% | +50.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,842 | $239.0K | 0.00% | −764−4.6% | Reduced |
| Thrivent Financial for Lutherans | 17,006 | $264.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 18,366 | $277.0K | 0.01% | +651+3.7% | Added |
| Morgan Stanley | 18,791 | $283.0K | 0.00% | +986+5.5% | Added |
| Capital Financial Services, LLC | 23,175 | $349.0K | 0.41% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,479 | $399.0K | 0.00% | +641+2.5% | Added |
| Advisor Group Holdings, Inc. | 28,561 | $431.0K | 0.00% | −298−1.0% | Reduced |
| Bard Associates Inc | 31,540 | $476.0K | 0.17% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 31,812 | $480.0K | 0.09% | −2,667−7.7% | Reduced |
| Bank of America Corp | 32,687 | $493.0K | 0.00% | +37+0.1% | Added |
| Advisory Research Inc | 40,306 | $608.0K | 0.05% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 44,557 | $672.0K | 0.30% | +4,160+10.3% | Added |
| Toroso Investments, LLC | 44,785 | $675.0K | 0.02% | +13,062+41.2% | Added |
| Mackenzie Financial Corp | 77,144 | $1.16M | 0.00% | +53+0.1% | Added |
| Gables Capital Management Inc. | 93,656 | $1.41M | 0.89% | 00.0% | Unchanged |
| Raymond James & Associates | 103,865 | $1.57M | 0.00% | +12,738+14.0% | Added |
| BlackRock Inc. | 105,682 | $1.59M | 0.00% | −8,547−7.5% | Reduced |
| Two Sigma Investments, LP | 117,608 | $1.77M | 0.01% | +13,493+13.0% | Added |
| Legal & General Group Plc | 124,399 | $1.87M | 0.00% | +2,778+2.3% | Added |
| Two Sigma Advisers, LP | 136,179 | $2.05M | 0.01% | −5,700−4.0% | Reduced |
| UBS Group AG | 252,948 | $3.81M | 0.00% | −25,842−9.3% | Reduced |
| Sound Income Strategies, LLC | 308,664 | $4.66M | 0.54% | +67,212+27.8% | Added |
| Invesco Ltd. | 687,453 | $10.4M | 0.00% | 00.0% | Unchanged |
| Ares Management LLC | 0 | $0 | 0.00% | −292,735−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −275,462−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −25,482−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −22,047−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,014−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −4,492−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −1,976−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |