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 2025
Institutional positions in WhiteHorse Finance, Inc. as of Mar 31, 2025. 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
- 51
- −10 vs. Q4 2024
- Shares held
- 3.42M
- −103.0K (−2.9%) vs. Q4 2024
- Total value
- $33.1M
- −$1.12M (−3.3%) vs. Q4 2024
- New holders
- 3
- 15 more added
- Sold out
- 13
- 21 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding WhiteHorse Finance, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 1,013,374 | $9.78M | 0.58% | +48,078+5.0% | Added |
| Two Sigma Advisers, LP | 341,852 | $3.30M | 0.01% | +22,200+6.9% | Added |
| Ethos Financial Group, LLC | 200,057 | $1.93M | 0.18% | +200,057 | New |
| Two Sigma Investments, LP | 195,221 | $1.88M | 0.00% | −16,569−7.8% | Reduced |
| Advisors Asset Management, Inc. | 163,975 | $1.58M | 0.03% | −1,444−0.9% | Reduced |
| Legal & General Group Plc | 150,042 | $1.44M | 0.00% | −8,056−5.1% | Reduced |
| Virtus Investment Advisers, Inc. | 133,021 | $1.28M | 0.35% | +133,021 | New |
| Basso Capital Management, L.P. | 120,138 | $1.16M | 0.99% | 00.0% | Unchanged |
| Bank of America Corp | 96,345 | $929.7K | 0.00% | +55,044+133.3% | Added |
| Gables Capital Management Inc. | 82,931 | $800.3K | 0.40% | −175−0.2% | Reduced |
| BlackRock, Inc. | 78,631 | $758.8K | 0.00% | +4,274+5.7% | Added |
| Ronald Blue Trust, Inc. | 66,782 | $644.4K | 0.01% | +12,328+22.6% | Added |
| Squarepoint Ops LLC | 60,892 | $587.6K | 0.00% | +15,790+35.0% | Added |
| Royal Bank of Canada | 55,951 | $540.0K | 0.00% | −14,615−20.7% | Reduced |
| Toroso Investments, LLC | 49,460 | $477.3K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 48,487 | $468.0K | 0.01% | +5,715+13.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 45,799 | $442.0K | 0.00% | +9,709+26.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 42,235 | $407.6K | 0.00% | −18,604−30.6% | Reduced |
| Raymond James Financial Inc | 39,206 | $378.3K | 0.00% | −2,819−6.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 35,800 | $345.5K | 0.00% | −1,500−4.0% | Reduced |
| Qube Research & Technologies Ltd | 32,966 | $318.1K | 0.00% | −11,623−26.1% | Reduced |
| Trexquant Investment LP | 31,806 | $306.9K | 0.00% | −8,712−21.5% | Reduced |
| Dimension Capital Management LLC | 28,337 | $273.5K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 27,556 | $265.9K | 0.00% | −1,587−5.4% | Reduced |
| Morgan Stanley | 26,057 | $251.5K | 0.00% | −20,918−44.5% | Reduced |
| Bard Associates Inc | 24,570 | $246.3K | 0.09% | −700−2.8% | Reduced |
| Snowden Capital Advisors LLC | 20,800 | $208.7K | 0.01% | +10,800+108.0% | Added |
| UBS Group AG | 21,528 | $207.7K | 0.00% | −13,398−38.4% | Reduced |
| Commonwealth Equity Services, LLC | 19,640 | $190.0K | 0.00% | +222+1.1% | Added |
| Great West Life Assurance Co | 17,997 | $173.0K | 0.00% | +5,428+43.2% | Added |
| Atria Wealth Solutions, Inc. | 14,778 | $148.3K | 0.00% | −10,990−42.6% | Reduced |
| Advisor Group Holdings, Inc. | 15,105 | $145.8K | 0.00% | −1,988−11.6% | Reduced |
| LPL Financial LLC | 14,835 | $143.2K | 0.00% | −347−2.3% | Reduced |
| NewEdge Wealth, LLC | 14,077 | $135.8K | 0.00% | +526+3.9% | Added |
| Citadel Advisors LLC | 12,737 | $122.9K | 0.00% | −62,041−83.0% | Reduced |
| Mariner, LLC | 11,946 | $115.3K | 0.00% | +542+4.8% | Added |
| Northern Trust Corp | 11,801 | $113.9K | 0.00% | −7,769−39.7% | Reduced |
| Powell Investment Advisors, LLC | 11,060 | $111.0K | 0.05% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 11,000 | $106.2K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 11,000 | $106.2K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 9,900 | $96.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,744 | $36.1K | 0.00% | −2,426−39.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,398 | $32.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,000 | $28.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,489 | $14.4K | 0.00% | +1,242+502.8% | Added |
| Iron Horse Wealth Management, LLC | 1,054 | $10.2K | 0.00% | +1,054 | New |
| BNP Paribas Arbitrage, SA | 1,000 | $9.65K | 0.00% | +228+29.5% | Added |
| Group One Trading, L.P. | 100 | $965 | 0.00% | −90−47.4% | Reduced |
| CIBC Private Wealth Group, LLC | 72 | $624 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 27 | $261 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $145 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −129,981−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −75,925−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −49,129−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −44,135−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −41,514−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −26,105−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −24,921−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −15,912−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,714−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −4,076−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |