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
Q2 2023 vs. Q1 2023
How the institutions holding WhiteHorse Finance, Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 56 | 1 | 52 | −3 |
| Shares | 2.80M | 6.83K | 2.87M | +74.0K (+2.7%) |
| Value | $35.1M | $85.4K | $36.8M | +$1.79M (+5.1%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held WhiteHorse Finance, Inc. at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Marshall Wace, LLP | 33,966 | $435.8K | 0.00% |
| Raymond James Trust N.A. | 14,298 | $184.0K | 0.01% |
| TownSquare Capital, LLC | 11,000 | $141.1K | 0.00% |
| Buck Wealth Strategies, LLC | 575 | $7.38K | 0.00% |
| Beacon Capital Management, LLC | 98 | $1.26K | 0.00% |
Sold out (8)
Institutions that held WhiteHorse Finance, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Silver Oak Securities, Inc | 12,000 | $153.0K |
| National Asset Management, Inc. | 10,993 | $142.3K |
| Lazard Asset Management LLC | 6,758 | $84.0K |
| Tower Research Capital LLC (TRC) | 6,683 | $84.0K |
| Belpointe Asset Management LLC | 1,300 | $16.3K |
| ICA Group Wealth Management, LLC | 1,000 | $12.5K |
| International Assets Investment Management, LLC | 200 | $2.50K |
| Advisory Services Network, LLC | 175 | $2.19K |
Not filed for Q2 2023 yet (1)
Institutions that held WhiteHorse Finance, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Ahrens Investment Partners LLC | 6,825 | $85.4K |