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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 15 | $145 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 27 | $261 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 72 | $624 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $965 | 0.00% | −90−47.4% | Reduced |
| BNP Paribas Arbitrage, SA | 1,000 | $9.65K | 0.00% | +228+29.5% | Added |
| Iron Horse Wealth Management, LLC | 1,054 | $10.2K | 0.00% | +1,054 | New |
| JPMorgan Chase & Co | 1,489 | $14.4K | 0.00% | +1,242+502.8% | Added |
| Ancora Advisors, LLC | 3,000 | $28.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,398 | $32.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,744 | $36.1K | 0.00% | −2,426−39.3% | Reduced |
| LSV Asset Management | 9,900 | $96.0K | 0.00% | 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 |
| Powell Investment Advisors, LLC | 11,060 | $111.0K | 0.05% | 00.0% | Unchanged |
| Northern Trust Corp | 11,801 | $113.9K | 0.00% | −7,769−39.7% | Reduced |
| Mariner, LLC | 11,946 | $115.3K | 0.00% | +542+4.8% | Added |
| Citadel Advisors LLC | 12,737 | $122.9K | 0.00% | −62,041−83.0% | Reduced |
| NewEdge Wealth, LLC | 14,077 | $135.8K | 0.00% | +526+3.9% | Added |
| LPL Financial LLC | 14,835 | $143.2K | 0.00% | −347−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 15,105 | $145.8K | 0.00% | −1,988−11.6% | Reduced |
| Atria Wealth Solutions, Inc. | 14,778 | $148.3K | 0.00% | −10,990−42.6% | Reduced |
| Great West Life Assurance Co | 17,997 | $173.0K | 0.00% | +5,428+43.2% | Added |
| Commonwealth Equity Services, LLC | 19,640 | $190.0K | 0.00% | +222+1.1% | Added |
| UBS Group AG | 21,528 | $207.7K | 0.00% | −13,398−38.4% | Reduced |
| Snowden Capital Advisors LLC | 20,800 | $208.7K | 0.01% | +10,800+108.0% | Added |
| Bard Associates Inc | 24,570 | $246.3K | 0.09% | −700−2.8% | Reduced |
| Morgan Stanley | 26,057 | $251.5K | 0.00% | −20,918−44.5% | Reduced |
| Avantax Advisory Services, Inc. | 27,556 | $265.9K | 0.00% | −1,587−5.4% | Reduced |
| Dimension Capital Management LLC | 28,337 | $273.5K | 0.05% | 00.0% | Unchanged |
| Trexquant Investment LP | 31,806 | $306.9K | 0.00% | −8,712−21.5% | Reduced |
| Qube Research & Technologies Ltd | 32,966 | $318.1K | 0.00% | −11,623−26.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 35,800 | $345.5K | 0.00% | −1,500−4.0% | Reduced |
| Raymond James Financial Inc | 39,206 | $378.3K | 0.00% | −2,819−6.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 42,235 | $407.6K | 0.00% | −18,604−30.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 45,799 | $442.0K | 0.00% | +9,709+26.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,487 | $468.0K | 0.01% | +5,715+13.4% | Added |
| Toroso Investments, LLC | 49,460 | $477.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 55,951 | $540.0K | 0.00% | −14,615−20.7% | Reduced |
| Squarepoint Ops LLC | 60,892 | $587.6K | 0.00% | +15,790+35.0% | Added |
| Ronald Blue Trust, Inc. | 66,782 | $644.4K | 0.01% | +12,328+22.6% | Added |
| BlackRock, Inc. | 78,631 | $758.8K | 0.00% | +4,274+5.7% | Added |
| Gables Capital Management Inc. | 82,931 | $800.3K | 0.40% | −175−0.2% | Reduced |
| Bank of America Corp | 96,345 | $929.7K | 0.00% | +55,044+133.3% | Added |
| Basso Capital Management, L.P. | 120,138 | $1.16M | 0.99% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 133,021 | $1.28M | 0.35% | +133,021 | New |
| Legal & General Group Plc | 150,042 | $1.44M | 0.00% | −8,056−5.1% | Reduced |
| Advisors Asset Management, Inc. | 163,975 | $1.58M | 0.03% | −1,444−0.9% | Reduced |
| Two Sigma Investments, LP | 195,221 | $1.88M | 0.00% | −16,569−7.8% | Reduced |
| Ethos Financial Group, LLC | 200,057 | $1.93M | 0.18% | +200,057 | New |
| Two Sigma Advisers, LP | 341,852 | $3.30M | 0.01% | +22,200+6.9% | Added |
| Sound Income Strategies, LLC | 1,013,374 | $9.78M | 0.58% | +48,078+5.0% | Added |
| 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 |