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, Q1 2026
Institutional positions in WhiteHorse Finance, Inc. as of Mar 31, 2026. 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
- −8 vs. Q4 2025
- Shares held
- 3.41M
- −219.1K (−6.0%) vs. Q4 2025
- Total value
- $25.1M
- −$112.3K (−0.4%) vs. Q4 2025
- New holders
- 9
- 15 more added
- Sold out
- 17
- 11 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding WhiteHorse Finance, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PMV Capital Advisers, LLC | 4 | $26 | 0.00% | +4 | New |
| Allworth Financial LP | 5 | $37 | 0.00% | +5 | New |
| Hilton Head Capital Partners, LLC | 65 | $481 | 0.00% | +65 | New |
| International Assets Investment Management, LLC | 200 | $1.42K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 255 | $1.88K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,106 | $7.87K | 0.00% | −67−5.7% | Reduced |
| Rockefeller Capital Management L.P. | 1,100 | $8.14K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,579 | $11.7K | 0.00% | +70+4.6% | Added |
| Ancora Advisors, LLC | 3,000 | $22.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,728 | $27.6K | 0.00% | +3,728 | New |
| LSV Asset Management | 9,900 | $73.0K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 11,000 | $81.4K | 0.01% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 11,397 | $84.3K | 0.03% | +386+3.5% | Added |
| Powell Investment Advisors, LLC | 12,033 | $92.2K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,644 | $94.0K | 0.00% | −1,187−8.6% | Reduced |
| Advisor Group Holdings, Inc. | 14,923 | $110.4K | 0.00% | −3,711−19.9% | Reduced |
| NewEdge Wealth, LLC | 16,811 | $124.4K | 0.00% | +581+3.6% | Added |
| O'Shaughnessy Asset Management, LLC | 16,898 | $125.0K | 0.00% | +4,236+33.5% | Added |
| Two Sigma Securities, LLC | 17,337 | $128.3K | 0.01% | +17,337 | New |
| Raymond James Financial Inc | 22,426 | $166.0K | 0.00% | +2,340+11.6% | Added |
| Vident Advisory, LLC | 23,243 | $172.0K | 0.00% | +23,243 | New |
| Great West Life Assurance Co | 24,410 | $181.0K | 0.00% | −47−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 25,836 | $191.2K | 0.01% | +25,836 | New |
| Dimension Capital Management LLC | 28,337 | $209.7K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 29,217 | $223.8K | 0.01% | +2,700+10.2% | Added |
| UBS Group AG | 31,535 | $233.4K | 0.00% | −10,256−24.5% | Reduced |
| Morgan Stanley | 34,996 | $259.0K | 0.00% | +7,377+26.7% | Added |
| Susquehanna International Group, LLP | 37,926 | $280.7K | 0.00% | −5,111−11.9% | Reduced |
| Closed-End Fund Advisors, Inc. | 44,821 | $331.7K | 0.34% | +3,664+8.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,169 | $349.0K | 0.00% | +387+0.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 48,487 | $359.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 50,974 | $377.2K | 0.16% | −3,121−5.8% | Reduced |
| Basso Capital Management, L.P. | 60,000 | $444.0K | 0.27% | −20,000−25.0% | Reduced |
| Virtus Investment Advisers, Inc. | 60,566 | $448.2K | 0.12% | +2,741+4.7% | Added |
| Advisors Asset Management, Inc. | 60,824 | $450.1K | 0.01% | −2,710−4.3% | Reduced |
| Victory Capital Management Inc | 63,291 | $468.4K | 0.00% | +63,291 | New |
| Trexquant Investment LP | 67,486 | $499.4K | 0.00% | +51,945+334.2% | Added |
| LPL Financial LLC | 69,765 | $516.3K | 0.00% | +121+0.2% | Added |
| Sound Income Strategies, LLC | 72,811 | $517.7K | 0.03% | −4,111−5.3% | Reduced |
| BlackRock, Inc. | 72,946 | $539.8K | 0.00% | −55,062−43.0% | Reduced |
| Marshall Wace, LLP | 76,266 | $564.4K | 0.00% | +76,266 | New |
| Ronald Blue Trust, Inc. | 95,601 | $707.4K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 114,842 | $849.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 169,074 | $1.25M | 0.00% | +6,344+3.9% | Added |
| Bank of America Corp | 185,004 | $1.37M | 0.00% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 243,940 | $1.70M | 0.12% | 00.0% | Unchanged |
| CastleKnight Management LP | 292,456 | $2.16M | 0.10% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 435,572 | $3.22M | 0.00% | +178,053+69.1% | Added |
| Lalia Capital, LLC | 689,105 | $5.10M | 3.22% | +23,232+3.5% | Added |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −206,252−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −133,724−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −65,798−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −48,840−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −29,785−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −23,952−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,922−100.0% | Sold out |
| GatePass Capital, LLC | 0 | $0 | 0.00% | −19,100−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,955−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −16,908−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −13,659−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −6,389−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −3,480−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Key Capital Management, INC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |