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 $22.7M in total; no superinvestor holds it.
Other share classesWHFCL
13F holders, Q2 2025
Institutional positions in WhiteHorse Finance, Inc. as of Jun 30, 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
- 50
- −1 vs. Q1 2025
- Shares held
- 3.26M
- −160.9K (−4.7%) vs. Q1 2025
- Total value
- $28.5M
- −$4.59M (−13.9%) vs. Q1 2025
- New holders
- 7
- 17 more added
- Sold out
- 8
- 13 more reduced
Compare with Q1 2025: 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 | $22.7M |
| Q1 2026 | 49 | $25.1M |
| Q4 2025 | 58 | $25.3M |
| Q3 2025 | 49 | $22.7M |
| Q2 2025 | 50 | $28.8M |
| Q1 2025 | 51 | $33.1M |
| Q4 2024 | 61 | $34.2M |
| Q3 2024 | 54 | $37.7M |
| Q2 2024 | 62 | $44.6M |
| Q1 2024 | 55 | $41.0M |
| Q4 2023 | 57 | $39.4M |
| Q3 2023 | 53 | $37.1M |
| Q2 2023 | 52 | $37.1M |
| Q1 2023 | 56 | $35.8M |
| 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 | $38.6M |
| Q1 2021 | 51 | $43.8M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding WhiteHorse Finance, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 942,066 | $8.21M | 0.47% | −71,308−7.0% | Reduced |
| Two Sigma Advisers, LP | 310,852 | $2.71M | 0.01% | −31,000−9.1% | Reduced |
| Ethos Financial Group, LLC | 205,673 | $1.79M | 0.15% | +5,616+2.8% | Added |
| Bank of America Corp | 185,004 | $1.61M | 0.00% | +88,659+92.0% | Added |
| Two Sigma Investments, LP | 181,247 | $1.58M | 0.00% | −13,974−7.2% | Reduced |
| Legal & General Group Plc | 156,602 | $1.37M | 0.00% | +6,560+4.4% | Added |
| Basso Capital Management, L.P. | 120,138 | $1.05M | 0.78% | 00.0% | Unchanged |
| BlackRock, Inc. | 105,439 | $919.4K | 0.00% | +26,808+34.1% | Added |
| Advisors Asset Management, Inc. | 69,858 | $609.2K | 0.01% | −94,117−57.4% | Reduced |
| Ronald Blue Trust, Inc. | 67,437 | $588.0K | 0.01% | +655+1.0% | Added |
| Gables Capital Management Inc. | 64,082 | $558.8K | 0.26% | −18,849−22.7% | Reduced |
| Squarepoint Ops LLC | 60,078 | $523.9K | 0.00% | −814−1.3% | Reduced |
| UBS Group AG | 58,822 | $512.9K | 0.00% | +37,294+173.2% | Added |
| Virtus Investment Advisers, Inc. | 58,256 | $508.0K | 0.17% | −74,765−56.2% | Reduced |
| Toroso Investments, LLC | 50,570 | $441.0K | 0.00% | +1,110+2.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,487 | $423.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 47,619 | $415.2K | 0.00% | +15,813+49.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,237 | $412.0K | 0.00% | +1,438+3.1% | Added |
| Marshall Wace, LLP | 42,240 | $368.3K | 0.00% | +42,240 | New |
| Royal Bank of Canada | 38,901 | $339.0K | 0.00% | −17,050−30.5% | Reduced |
| Qube Research & Technologies Ltd | 31,753 | $276.9K | 0.00% | −1,213−3.7% | Reduced |
| Raymond James Financial Inc | 31,477 | $274.5K | 0.00% | −7,729−19.7% | Reduced |
| Dimension Capital Management LLC | 28,337 | $247.1K | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 27,570 | $240.4K | 0.00% | +14+0.1% | Added |
| Bard Associates Inc | 24,070 | $218.8K | 0.07% | −500−2.0% | Reduced |
| LPL Financial LLC | 22,550 | $196.6K | 0.00% | +7,715+52.0% | Added |
| Snowden Capital Advisors LLC | 20,800 | $189.4K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 19,943 | $173.9K | 0.00% | +8,142+69.0% | Added |
| Commonwealth Equity Services, LLC | 19,886 | $173.0K | 0.00% | +246+1.3% | Added |
| Morgan Stanley | 18,667 | $162.8K | 0.00% | −7,390−28.4% | Reduced |
| Great West Life Assurance Co | 17,997 | $157.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,324 | $142.3K | 0.00% | +16,324 | New |
| Atria Wealth Solutions, Inc. | 15,058 | $137.1K | 0.00% | +280+1.9% | Added |
| NewEdge Wealth, LLC | 15,292 | $130.3K | 0.00% | +1,215+8.6% | Added |
| Mariner, LLC | 12,441 | $108.5K | 0.00% | +495+4.1% | Added |
| Advisor Group Holdings, Inc. | 12,312 | $107.4K | 0.00% | −2,793−18.5% | Reduced |
| Oxford Asset Management LLP | 12,058 | $105.1K | 0.03% | +12,058 | New |
| Powell Investment Advisors, LLC | 11,060 | $100.7K | 0.04% | 00.0% | Unchanged |
| Norden Group LLC | 11,000 | $95.9K | 0.01% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 10,017 | $87.3K | 0.04% | +10,017 | New |
| LSV Asset Management | 9,900 | $86.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,743 | $41.4K | 0.00% | +999+26.7% | Added |
| Northwestern Mutual Wealth Management Co | 3,398 | $29.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,000 | $26.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,100 | $9.59K | 0.00% | +1,100 | New |
| Iron Horse Wealth Management, LLC | 1,054 | $9.19K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 148 | $1.29K | 0.00% | +148 | New |
| CIBC Private Wealth Group, LLC | 72 | $628 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $131 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9 | $0 | 0.00% | +9 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −42,235−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −35,800−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,737−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,489−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −27−100.0% | Sold out |