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 |
|---|---|---|---|---|---|
| CWM, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $104 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 72 | $498 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,100 | $7.61K | 0.00% | +1,100 | New |
| Farther Finance Advisors, LLC | 1,235 | $8.54K | 0.00% | +1,235 | New |
| FNY Investment Advisers, LLC | 1,800 | $12.0K | 0.00% | +1,800 | New |
| Wells Fargo & Company | 2,979 | $20.6K | 0.00% | −1,764−37.2% | Reduced |
| Ancora Advisors, LLC | 3,000 | $20.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,728 | $25.8K | 0.00% | +3,728 | New |
| Morgan Stanley | 7,682 | $53.2K | 0.00% | −10,985−58.8% | Reduced |
| LSV Asset Management | 9,900 | $69.0K | 0.00% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 10,440 | $72.2K | 0.03% | +423+4.2% | Added |
| TCG Advisory Services, LLC | 10,810 | $74.8K | 0.00% | +10,810 | New |
| Powell Investment Advisors, LLC | 11,060 | $80.8K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 12,977 | $89.8K | 0.00% | +536+4.3% | Added |
| Susquehanna International Group, LLP | 13,156 | $91.0K | 0.00% | −3,168−19.4% | Reduced |
| Advisor Group Holdings, Inc. | 12,969 | $105.2K | 0.00% | +657+5.3% | Added |
| HRT Financial LP | 17,107 | $118.0K | 0.00% | +17,107 | New |
| NewEdge Wealth, LLC | 16,157 | $118.8K | 0.00% | +865+5.7% | Added |
| Northern Trust Corp | 17,983 | $124.4K | 0.00% | −1,960−9.8% | Reduced |
| Commonwealth Equity Services, LLC | 18,492 | $128.0K | 0.00% | −1,394−7.0% | Reduced |
| Royal Bank of Canada | 18,588 | $129.0K | 0.00% | −20,313−52.2% | Reduced |
| Bard Associates Inc | 17,741 | $129.3K | 0.03% | −6,329−26.3% | Reduced |
| Raymond James Financial Inc | 20,790 | $143.9K | 0.00% | −10,687−34.0% | Reduced |
| Citadel Advisors LLC | 21,418 | $148.2K | 0.00% | +21,418 | New |
| Marex Group plc | 21,500 | $148.8K | 0.00% | +21,500 | New |
| Great West Life Assurance Co | 24,457 | $169.0K | 0.00% | +6,460+35.9% | Added |
| Snowden Capital Advisors LLC | 24,733 | $180.7K | 0.00% | +3,933+18.9% | Added |
| Dimension Capital Management LLC | 28,337 | $196.1K | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 32,031 | $221.7K | 0.00% | +278+0.9% | Added |
| LPL Financial LLC | 46,597 | $322.5K | 0.00% | +24,047+106.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,861 | $331.0K | 0.00% | +624+1.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,487 | $336.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 54,455 | $376.8K | 0.00% | +3,885+7.7% | Added |
| Gables Capital Management Inc. | 55,912 | $386.9K | 0.17% | −8,170−12.7% | Reduced |
| Virtus Investment Advisers, Inc. | 65,196 | $451.2K | 0.13% | +6,940+11.9% | Added |
| Marshall Wace, LLP | 65,850 | $455.7K | 0.00% | +23,610+55.9% | Added |
| UBS Group AG | 67,159 | $464.7K | 0.00% | +8,337+14.2% | Added |
| Advisors Asset Management, Inc. | 68,637 | $475.0K | 0.01% | −1,221−1.7% | Reduced |
| Ronald Blue Trust, Inc. | 75,437 | $522.0K | 0.01% | +8,000+11.9% | Added |
| Bank of Montreal | 114,842 | $794.7K | 0.00% | +114,842 | New |
| Basso Capital Management, L.P. | 115,138 | $796.8K | 0.53% | −5,000−4.2% | Reduced |
| BlackRock, Inc. | 139,141 | $962.9K | 0.00% | +33,702+32.0% | Added |
| Legal & General Group Plc | 140,250 | $970.5K | 0.00% | −16,352−10.4% | Reduced |
| Bank of America Corp | 185,504 | $1.28M | 0.00% | +500+0.3% | Added |
| Ethos Financial Group, LLC | 222,454 | $1.54M | 0.12% | +16,781+8.2% | Added |
| Two Sigma Investments, LP | 231,140 | $1.60M | 0.00% | +49,893+27.5% | Added |
| Two Sigma Advisers, LP | 315,852 | $2.19M | 0.00% | +5,000+1.6% | Added |
| Sound Income Strategies, LLC | 857,976 | $5.73M | 0.31% | −84,090−8.9% | Reduced |
| 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 |