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, Q3 2025
Institutional positions in WhiteHorse Finance, Inc. as of Sep 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
- 49
- +3 vs. Q2 2025
- Shares held
- 3.30M
- +81.3K (+2.5%) vs. Q2 2025
- Total value
- $22.7M
- −$5.41M (−19.3%) vs. Q2 2025
- New holders
- 9
- 19 more added
- Sold out
- 6
- 13 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding WhiteHorse Finance, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 857,976 | $5.73M | 0.31% | −84,090−8.9% | Reduced |
| Two Sigma Advisers, LP | 315,852 | $2.19M | 0.00% | +5,000+1.6% | Added |
| Two Sigma Investments, LP | 231,140 | $1.60M | 0.00% | +49,893+27.5% | Added |
| Ethos Financial Group, LLC | 222,454 | $1.54M | 0.12% | +16,781+8.2% | Added |
| Bank of America Corp | 185,504 | $1.28M | 0.00% | +500+0.3% | Added |
| Legal & General Group Plc | 140,250 | $970.5K | 0.00% | −16,352−10.4% | Reduced |
| BlackRock, Inc. | 139,141 | $962.9K | 0.00% | +33,702+32.0% | Added |
| Basso Capital Management, L.P. | 115,138 | $796.8K | 0.53% | −5,000−4.2% | Reduced |
| Bank of Montreal | 114,842 | $794.7K | 0.00% | +114,842 | New |
| Ronald Blue Trust, Inc. | 75,437 | $522.0K | 0.01% | +8,000+11.9% | Added |
| Advisors Asset Management, Inc. | 68,637 | $475.0K | 0.01% | −1,221−1.7% | Reduced |
| UBS Group AG | 67,159 | $464.7K | 0.00% | +8,337+14.2% | Added |
| Marshall Wace, LLP | 65,850 | $455.7K | 0.00% | +23,610+55.9% | Added |
| Virtus Investment Advisers, Inc. | 65,196 | $451.2K | 0.13% | +6,940+11.9% | Added |
| Gables Capital Management Inc. | 55,912 | $386.9K | 0.17% | −8,170−12.7% | Reduced |
| Toroso Investments, LLC | 54,455 | $376.8K | 0.00% | +3,885+7.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,487 | $336.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 47,861 | $331.0K | 0.00% | +624+1.3% | Added |
| LPL Financial LLC | 46,597 | $322.5K | 0.00% | +24,047+106.6% | Added |
| Qube Research & Technologies Ltd | 32,031 | $221.7K | 0.00% | +278+0.9% | Added |
| Dimension Capital Management LLC | 28,337 | $196.1K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 24,733 | $180.7K | 0.00% | +3,933+18.9% | Added |
| Great West Life Assurance Co | 24,457 | $169.0K | 0.00% | +6,460+35.9% | Added |
| Marex Group plc | 21,500 | $148.8K | 0.00% | +21,500 | New |
| Citadel Advisors LLC | 21,418 | $148.2K | 0.00% | +21,418 | New |
| Raymond James Financial Inc | 20,790 | $143.9K | 0.00% | −10,687−34.0% | Reduced |
| Bard Associates Inc | 17,741 | $129.3K | 0.03% | −6,329−26.3% | Reduced |
| Royal Bank of Canada | 18,588 | $129.0K | 0.00% | −20,313−52.2% | Reduced |
| Commonwealth Equity Services, LLC | 18,492 | $128.0K | 0.00% | −1,394−7.0% | Reduced |
| Northern Trust Corp | 17,983 | $124.4K | 0.00% | −1,960−9.8% | Reduced |
| NewEdge Wealth, LLC | 16,157 | $118.8K | 0.00% | +865+5.7% | Added |
| HRT Financial LP | 17,107 | $118.0K | 0.00% | +17,107 | New |
| Advisor Group Holdings, Inc. | 12,969 | $105.2K | 0.00% | +657+5.3% | Added |
| Susquehanna International Group, LLP | 13,156 | $91.0K | 0.00% | −3,168−19.4% | Reduced |
| Mariner, LLC | 12,977 | $89.8K | 0.00% | +536+4.3% | Added |
| Powell Investment Advisors, LLC | 11,060 | $80.8K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 10,810 | $74.8K | 0.00% | +10,810 | New |
| Northstar Advisory Group, LLC | 10,440 | $72.2K | 0.03% | +423+4.2% | Added |
| LSV Asset Management | 9,900 | $69.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,682 | $53.2K | 0.00% | −10,985−58.8% | Reduced |
| Advisory Services Network, LLC | 3,728 | $25.8K | 0.00% | +3,728 | New |
| Ancora Advisors, LLC | 3,000 | $20.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,979 | $20.6K | 0.00% | −1,764−37.2% | Reduced |
| FNY Investment Advisers, LLC | 1,800 | $12.0K | 0.00% | +1,800 | New |
| Farther Finance Advisors, LLC | 1,235 | $8.54K | 0.00% | +1,235 | New |
| Rockefeller Capital Management L.P. | 1,100 | $7.61K | 0.00% | +1,100 | New |
| CIBC Private Wealth Group, LLC | 72 | $498 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $104 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −60,078−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −47,619−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −12,058−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −3,398−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Iron Horse Wealth Management, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |