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, 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 | $22.4M |
| 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, 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 |
|---|---|---|---|---|---|
| CWM, LLC | 9 | $0 | 0.00% | +9 | New |
| Delta Asset Management LLC | 15 | $131 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 72 | $628 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 148 | $1.29K | 0.00% | +148 | New |
| Iron Horse Wealth Management, LLC | 1,054 | $9.19K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,100 | $9.59K | 0.00% | +1,100 | New |
| Ancora Advisors, LLC | 3,000 | $26.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,398 | $29.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,743 | $41.4K | 0.00% | +999+26.7% | Added |
| LSV Asset Management | 9,900 | $86.0K | 0.00% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 10,017 | $87.3K | 0.04% | +10,017 | New |
| Norden Group LLC | 11,000 | $95.9K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 11,060 | $100.7K | 0.04% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 12,058 | $105.1K | 0.03% | +12,058 | New |
| Advisor Group Holdings, Inc. | 12,312 | $107.4K | 0.00% | −2,793−18.5% | Reduced |
| Mariner, LLC | 12,441 | $108.5K | 0.00% | +495+4.1% | Added |
| NewEdge Wealth, LLC | 15,292 | $130.3K | 0.00% | +1,215+8.6% | Added |
| Atria Wealth Solutions, Inc. | 15,058 | $137.1K | 0.00% | +280+1.9% | Added |
| Susquehanna International Group, LLP | 16,324 | $142.3K | 0.00% | +16,324 | New |
| Great West Life Assurance Co | 17,997 | $157.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 18,667 | $162.8K | 0.00% | −7,390−28.4% | Reduced |
| Commonwealth Equity Services, LLC | 19,886 | $173.0K | 0.00% | +246+1.3% | Added |
| Northern Trust Corp | 19,943 | $173.9K | 0.00% | +8,142+69.0% | Added |
| Snowden Capital Advisors LLC | 20,800 | $189.4K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 22,550 | $196.6K | 0.00% | +7,715+52.0% | Added |
| Bard Associates Inc | 24,070 | $218.8K | 0.07% | −500−2.0% | Reduced |
| Avantax Advisory Services, Inc. | 27,570 | $240.4K | 0.00% | +14+0.1% | Added |
| Dimension Capital Management LLC | 28,337 | $247.1K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Inc | 31,477 | $274.5K | 0.00% | −7,729−19.7% | Reduced |
| Qube Research & Technologies Ltd | 31,753 | $276.9K | 0.00% | −1,213−3.7% | Reduced |
| Royal Bank of Canada | 38,901 | $339.0K | 0.00% | −17,050−30.5% | Reduced |
| Marshall Wace, LLP | 42,240 | $368.3K | 0.00% | +42,240 | New |
| Cambridge Investment Research Advisors, Inc. | 47,237 | $412.0K | 0.00% | +1,438+3.1% | Added |
| Trexquant Investment LP | 47,619 | $415.2K | 0.00% | +15,813+49.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,487 | $423.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 50,570 | $441.0K | 0.00% | +1,110+2.2% | Added |
| Virtus Investment Advisers, Inc. | 58,256 | $508.0K | 0.17% | −74,765−56.2% | Reduced |
| UBS Group AG | 58,822 | $512.9K | 0.00% | +37,294+173.2% | Added |
| Squarepoint Ops LLC | 60,078 | $523.9K | 0.00% | −814−1.3% | Reduced |
| Gables Capital Management Inc. | 64,082 | $558.8K | 0.26% | −18,849−22.7% | Reduced |
| Ronald Blue Trust, Inc. | 67,437 | $588.0K | 0.01% | +655+1.0% | Added |
| Advisors Asset Management, Inc. | 69,858 | $609.2K | 0.01% | −94,117−57.4% | Reduced |
| BlackRock, Inc. | 105,439 | $919.4K | 0.00% | +26,808+34.1% | Added |
| Basso Capital Management, L.P. | 120,138 | $1.05M | 0.78% | 00.0% | Unchanged |
| Legal & General Group Plc | 156,602 | $1.37M | 0.00% | +6,560+4.4% | Added |
| Two Sigma Investments, LP | 181,247 | $1.58M | 0.00% | −13,974−7.2% | Reduced |
| Bank of America Corp | 185,004 | $1.61M | 0.00% | +88,659+92.0% | Added |
| Ethos Financial Group, LLC | 205,673 | $1.79M | 0.15% | +5,616+2.8% | Added |
| Two Sigma Advisers, LP | 310,852 | $2.71M | 0.01% | −31,000−9.1% | Reduced |
| Sound Income Strategies, LLC | 942,066 | $8.21M | 0.47% | −71,308−7.0% | Reduced |
| 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 |