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, Q2 2026
Institutional positions in WhiteHorse Finance, Inc. as of Jun 30, 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
- 50
- +1 vs. Q1 2026
- Shares held
- 3.34M
- −68.7K (−2.0%) vs. Q1 2026
- Total value
- $22.4M
- −$2.72M (−10.8%) vs. Q1 2026
- New holders
- 9
- 15 more added
- Sold out
- 8
- 16 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding WhiteHorse Finance, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 4 | $27 | 0.00% | +4 | New |
| Steward Partners Investment Advisory, LLC | 14 | $94 | 0.00% | +14 | New |
| Hilton Head Capital Partners, LLC | 65 | $436 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 85 | $570 | 0.00% | +85 | New |
| International Assets Investment Management, LLC | 200 | $1.36K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 255 | $1.71K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 775 | $5.19K | 0.00% | −331−29.9% | Reduced |
| BNP Paribas Arbitrage, SA | 889 | $5.96K | 0.00% | +889 | New |
| Group One Trading, L.P. | 1,152 | $7.72K | 0.00% | +1,152 | New |
| Simplex Trading, LLC | 1,494 | $10.0K | 0.00% | −85−5.4% | Reduced |
| JPMorgan Chase & Co | 1,937 | $13.0K | 0.00% | +1,937 | New |
| Advisor Group Holdings, Inc. | 2,871 | $19.2K | 0.00% | −12,052−80.8% | Reduced |
| Ancora Advisors, LLC | 3,000 | $20.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3,270 | $21.9K | 0.00% | +3,270 | New |
| Morgan Stanley | 5,407 | $36.2K | 0.00% | −29,589−84.5% | Reduced |
| Royal Bank of Canada | 5,735 | $38.0K | 0.00% | −6,909−54.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,276 | $42.0K | 0.00% | −42,211−87.1% | Reduced |
| LSV Asset Management | 9,900 | $66.0K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 11,000 | $73.7K | 0.01% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 11,777 | $78.9K | 0.02% | +380+3.3% | Added |
| Powell Investment Advisors, LLC | 12,033 | $83.6K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 17,408 | $116.6K | 0.00% | +597+3.6% | Added |
| Stonebridge Financial Group, LLC | 18,915 | $131.0K | 0.02% | +18,915 | New |
| Nomura Holdings Inc | 20,000 | $134.0K | 0.00% | +20,000 | New |
| Susquehanna International Group, LLP | 22,208 | $148.8K | 0.00% | −15,718−41.4% | Reduced |
| Vident Advisory, LLC | 24,281 | $162.7K | 0.00% | +1,038+4.5% | Added |
| Great West Life Assurance Co | 25,023 | $167.0K | 0.00% | +613+2.5% | Added |
| Dimension Capital Management LLC | 28,337 | $189.9K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 30,473 | $211.8K | 0.01% | +1,256+4.3% | Added |
| Virtus Investment Advisers, Inc. | 41,578 | $278.6K | 0.06% | −18,988−31.4% | Reduced |
| Gables Capital Management Inc. | 43,865 | $293.9K | 0.11% | −7,109−13.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 44,403 | $297.5K | 0.00% | +27,505+162.8% | Added |
| Closed-End Fund Advisors, Inc. | 44,996 | $301.5K | 0.29% | +175+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 45,609 | $306.0K | 0.00% | −1,560−3.3% | Reduced |
| Basso Capital Management, L.P. | 52,500 | $351.8K | 0.09% | −7,500−12.5% | Reduced |
| Marshall Wace, LLP | 55,073 | $369.0K | 0.00% | −21,193−27.8% | Reduced |
| UBS Group AG | 57,392 | $384.5K | 0.00% | +25,857+82.0% | Added |
| Sound Income Strategies, LLC | 70,994 | $475.7K | 0.02% | −1,817−2.5% | Reduced |
| BlackRock, Inc. | 71,135 | $476.6K | 0.00% | −1,811−2.5% | Reduced |
| LPL Financial LLC | 75,986 | $509.1K | 0.00% | +6,221+8.9% | Added |
| Trexquant Investment LP | 90,532 | $606.6K | 0.00% | +23,046+34.1% | Added |
| Ronald Blue Trust, Inc. | 95,601 | $640.5K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 105,501 | $706.9K | 0.00% | +83,075+370.4% | Added |
| Bank of Montreal | 114,842 | $769.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 174,879 | $1.17M | 0.00% | +5,805+3.4% | Added |
| Bank of America Corp | 185,006 | $1.24M | 0.00% | +20.0% | Added |
| CastleKnight Management LP | 205,656 | $1.38M | 0.05% | −86,800−29.7% | Reduced |
| Ethos Financial Group, LLC | 360,532 | $2.42M | 0.16% | +116,592+47.8% | Added |
| Two Sigma Investments, LP | 430,600 | $2.89M | 0.00% | −4,972−1.1% | Reduced |
| Lalia Capital, LLC | 712,769 | $4.78M | 2.32% | +23,664+3.4% | Added |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −63,291−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −60,824−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −25,836−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −17,337−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,728−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| PMV Capital Advisers, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |