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