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, Q4 2025
Institutional positions in WhiteHorse Finance, Inc. as of Dec 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
- 58
- +9 vs. Q3 2025
- Shares held
- 3.63M
- +331.9K (+10.1%) vs. Q3 2025
- Total value
- $25.3M
- +$2.58M (+11.4%) vs. Q3 2025
- New holders
- 17
- 16 more added
- Sold out
- 8
- 16 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding WhiteHorse Finance, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lalia Capital, LLC | 665,873 | $4.63M | 3.62% | +665,873 | New |
| CastleKnight Management LP | 292,456 | $2.03M | 0.12% | +292,456 | New |
| Two Sigma Investments, LP | 257,519 | $1.79M | 0.00% | +26,379+11.4% | Added |
| Ethos Financial Group, LLC | 243,940 | $1.70M | 0.13% | +21,486+9.7% | Added |
| Two Sigma Advisers, LP | 206,252 | $1.43M | 0.00% | −109,600−34.7% | Reduced |
| Bank of America Corp | 185,004 | $1.29M | 0.00% | −500−0.3% | Reduced |
| Legal & General Group Plc | 162,730 | $1.13M | 0.00% | +22,480+16.0% | Added |
| Jane Street Group, LLC | 133,724 | $929.4K | 0.00% | +133,724 | New |
| BlackRock, Inc. | 128,008 | $889.7K | 0.00% | −11,133−8.0% | Reduced |
| Bank of Montreal | 114,842 | $798.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 95,601 | $664.4K | 0.01% | +20,164+26.7% | Added |
| Basso Capital Management, L.P. | 80,000 | $556.0K | 0.33% | −35,138−30.5% | Reduced |
| Sound Income Strategies, LLC | 76,922 | $532.3K | 0.03% | −781,054−91.0% | Reduced |
| LPL Financial LLC | 69,644 | $484.0K | 0.00% | +23,047+49.5% | Added |
| Citadel Advisors LLC | 65,798 | $457.3K | 0.00% | +44,380+207.2% | Added |
| Advisors Asset Management, Inc. | 63,534 | $441.6K | 0.01% | −5,103−7.4% | Reduced |
| Virtus Investment Advisers, Inc. | 57,825 | $401.9K | 0.11% | −7,371−11.3% | Reduced |
| Gables Capital Management Inc. | 54,095 | $376.0K | 0.16% | −1,817−3.2% | Reduced |
| Quadrature Capital Ltd | 48,840 | $339.4K | 0.00% | +48,840 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 48,487 | $337.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 46,782 | $325.0K | 0.00% | −1,079−2.3% | Reduced |
| Susquehanna International Group, LLP | 43,037 | $299.1K | 0.00% | +29,881+227.1% | Added |
| UBS Group AG | 41,791 | $290.4K | 0.00% | −25,368−37.8% | Reduced |
| Closed-End Fund Advisors, Inc. | 41,157 | $286.0K | 0.17% | +41,157 | New |
| XTX Topco Ltd | 29,785 | $207.0K | 0.01% | +29,785 | New |
| Dimension Capital Management LLC | 28,337 | $196.9K | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 27,619 | $192.0K | 0.00% | +19,937+259.5% | Added |
| Snowden Capital Advisors LLC | 26,517 | $190.9K | 0.00% | +1,784+7.2% | Added |
| Great West Life Assurance Co | 24,457 | $170.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 23,952 | $166.5K | 0.00% | −8,079−25.2% | Reduced |
| Raymond James Financial Inc | 20,086 | $139.6K | 0.00% | −704−3.4% | Reduced |
| HRT Financial LP | 19,922 | $138.0K | 0.00% | +2,815+16.5% | Added |
| GatePass Capital, LLC | 19,100 | $132.7K | 0.07% | +19,100 | New |
| Advisor Group Holdings, Inc. | 18,634 | $129.5K | 0.00% | +5,665+43.7% | Added |
| Dynamic Technology Lab Private Ltd | 17,955 | $125.0K | 0.03% | +17,955 | New |
| Northern Trust Corp | 16,908 | $117.5K | 0.00% | −1,075−6.0% | Reduced |
| NewEdge Wealth, LLC | 16,230 | $112.8K | 0.00% | +73+0.5% | Added |
| Trexquant Investment LP | 15,541 | $108.0K | 0.00% | +15,541 | New |
| Royal Bank of Canada | 13,831 | $96.0K | 0.00% | −4,757−25.6% | Reduced |
| Mariner, LLC | 13,659 | $94.9K | 0.00% | +682+5.3% | Added |
| O'Shaughnessy Asset Management, LLC | 12,662 | $88.0K | 0.00% | +12,662 | New |
| Powell Investment Advisors, LLC | 12,033 | $86.6K | 0.03% | +973+8.8% | Added |
| Northstar Advisory Group, LLC | 11,011 | $76.5K | 0.03% | +571+5.5% | Added |
| Norden Group LLC | 11,000 | $76.5K | 0.01% | +11,000 | New |
| LSV Asset Management | 9,900 | $69.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,389 | $44.4K | 0.00% | +6,389 | New |
| BNP Paribas Arbitrage, SA | 3,480 | $24.2K | 0.00% | +3,480 | New |
| Ancora Advisors, LLC | 3,000 | $20.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,509 | $10.5K | 0.00% | +1,509 | New |
| Farther Finance Advisors, LLC | 1,173 | $8.15K | 0.00% | −62−5.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,100 | $7.64K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,100 | $7.64K | 0.00% | +1,100 | New |
| Key Capital Management, INC | 555 | $3.86K | 0.00% | +555 | New |
| Wells Fargo & Company | 255 | $1.77K | 0.00% | −2,724−91.4% | Reduced |
| International Assets Investment Management, LLC | 200 | $1.39K | 0.00% | +200 | New |
| CWM, LLC | 200 | $1.00K | 0.00% | +191+2,122.2% | Added |
| CIBC Private Wealth Group, LLC | 72 | $500 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 15 | $104 | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −65,850−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −54,455−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Bard Associates Inc | 0 | $0 | 0.00% | −17,741−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −18,492−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −10,810−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,728−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |