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, Q4 2024
Institutional positions in WhiteHorse Finance, Inc. as of Dec 31, 2024. 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
- 61
- +9 vs. Q3 2024
- Shares held
- 3.53M
- +372.7K (+11.8%) vs. Q3 2024
- Total value
- $34.2M
- −$2.07M (−5.7%) vs. Q3 2024
- New holders
- 13
- 19 more added
- Sold out
- 4
- 20 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding WhiteHorse Finance, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2 | $20 | 0.00% | −1,717−99.9% | Reduced |
| Delta Asset Management LLC | 15 | $145 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 27 | $261 | 0.00% | +27 | New |
| CIBC Private Wealth Group, LLC | 72 | $714 | 0.00% | +72 | New |
| Group One Trading, L.P. | 190 | $1.84K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 229 | $2.00K | 0.00% | −296−56.4% | Reduced |
| JPMorgan Chase & Co | 247 | $2.39K | 0.00% | −400−61.8% | Reduced |
| Synergy Financial Management, LLC | 248 | $2.87K | 0.00% | +248 | New |
| BNP Paribas Arbitrage, SA | 772 | $7.47K | 0.00% | +772 | New |
| Ancora Advisors, LLC | 3,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,398 | $32.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,076 | $39.5K | 0.00% | +4,076 | New |
| Wells Fargo & Company | 6,170 | $59.7K | 0.00% | −11,947−65.9% | Reduced |
| LSV Asset Management | 9,900 | $96.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,000 | $100.7K | 0.00% | +10,000 | New |
| HRT Financial LP | 10,714 | $103.0K | 0.00% | +10,714 | New |
| TownSquare Capital, LLC | 11,000 | $106.5K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 11,000 | $106.5K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 11,404 | $110.4K | 0.00% | −1,225−9.7% | Reduced |
| Powell Investment Advisors, LLC | 11,060 | $111.3K | 0.05% | 00.0% | Unchanged |
| Great West Life Assurance Co | 12,569 | $122.0K | 0.00% | −1,232−8.9% | Reduced |
| NewEdge Wealth, LLC | 13,551 | $131.2K | 0.00% | +728+5.7% | Added |
| LPL Financial LLC | 15,182 | $147.0K | 0.00% | +1,495+10.9% | Added |
| D. E. Shaw & Co., Inc. | 15,912 | $154.0K | 0.00% | +15,912 | New |
| Advisor Group Holdings, Inc. | 17,093 | $165.5K | 0.00% | −370−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 19,418 | $188.0K | 0.00% | +3,683+23.4% | Added |
| Northern Trust Corp | 19,570 | $189.4K | 0.00% | +5,828+42.4% | Added |
| Jane Street Group, LLC | 24,921 | $241.2K | 0.00% | +24,921 | New |
| Virtu Financial LLC | 26,105 | $253.0K | 0.01% | +26,105 | New |
| Bard Associates Inc | 25,270 | $256.8K | 0.09% | −7,200−22.2% | Reduced |
| Dimension Capital Management LLC | 28,337 | $274.3K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 25,768 | $274.5K | 0.00% | −39,401−60.5% | Reduced |
| Avantax Advisory Services, Inc. | 29,143 | $282.1K | 0.00% | −982−3.3% | Reduced |
| UBS Group AG | 34,926 | $338.1K | 0.00% | −13,950−28.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,090 | $349.0K | 0.00% | +79+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 37,300 | $361.1K | 0.00% | +25,200+208.3% | Added |
| Trexquant Investment LP | 40,518 | $392.2K | 0.00% | +10,047+33.0% | Added |
| Bank of America Corp | 41,301 | $399.8K | 0.00% | +8,651+26.5% | Added |
| Marshall Wace, LLP | 41,514 | $401.9K | 0.00% | −35,020−45.8% | Reduced |
| Raymond James Financial Inc | 42,025 | $406.8K | 0.00% | +42,025 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 42,772 | $414.0K | 0.00% | +2,273+5.6% | Added |
| Susquehanna International Group, LLP | 44,135 | $427.2K | 0.00% | +31,814+258.2% | Added |
| Qube Research & Technologies Ltd | 44,589 | $431.6K | 0.00% | +8,382+23.2% | Added |
| Squarepoint Ops LLC | 45,102 | $436.6K | 0.00% | −3,829−7.8% | Reduced |
| Morgan Stanley | 46,975 | $454.7K | 0.00% | −4,010−7.9% | Reduced |
| Virtus ETF Advisers LLC | 49,129 | $475.6K | 0.19% | −27,747−36.1% | Reduced |
| Toroso Investments, LLC | 49,460 | $478.8K | 0.00% | +1,110+2.3% | Added |
| Ronald Blue Trust, Inc. | 54,454 | $527.1K | 0.01% | +16,454+43.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 60,839 | $588.9K | 0.00% | +1,486+2.5% | Added |
| Royal Bank of Canada | 70,566 | $683.0K | 0.00% | −1,305−1.8% | Reduced |
| BlackRock, Inc. | 74,357 | $719.8K | 0.00% | +9,610+14.8% | Added |
| Citadel Advisors LLC | 74,778 | $723.9K | 0.00% | +74,778 | New |
| Independent Advisor Alliance | 75,925 | $735.0K | 0.01% | +75,925 | New |
| Gables Capital Management Inc. | 83,106 | $804.5K | 0.39% | −5,900−6.6% | Reduced |
| Basso Capital Management, L.P. | 120,138 | $1.16M | 1.01% | −2,000−1.6% | Reduced |
| Millennium Management LLC | 129,981 | $1.26M | 0.00% | +82,263+172.4% | Added |
| Legal & General Group Plc | 158,098 | $1.53M | 0.00% | −3,660−2.3% | Reduced |
| Advisors Asset Management, Inc. | 165,419 | $1.60M | 0.03% | −27,489−14.2% | Reduced |
| Two Sigma Investments, LP | 211,790 | $2.05M | 0.00% | +34,570+19.5% | Added |
| Two Sigma Advisers, LP | 319,652 | $3.09M | 0.01% | +25,000+8.5% | Added |
| Sound Income Strategies, LLC | 965,296 | $9.34M | 0.58% | +70,234+7.8% | Added |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −32,244−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −26,248−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1,307−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −2,314−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |