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WhiteHorse Finance (WHF) Institutional Ownership

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$9.04 +0.02 (+0.17%)
Closing price 07/3/2025 03:14 PM Eastern
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$9.12 +0.08 (+0.88%)
As of 07/3/2025 04:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for WhiteHorse Finance (NASDAQ:WHF)

Current
Institutional Ownership
Percentage
13.20%
Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$10.44M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$2.04M
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WHF Institutional Buying and Selling by Quarter

WhiteHorse Finance Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025Advisors Asset Management Inc.163,975$1.58M0.0%-0.9%0.705%
5/15/2025Royal Bank of Canada55,951$540K0.0%-20.7%0.241%
5/15/2025Trexquant Investment LP31,806$307K0.0%-21.5%0.137%
5/14/2025BI Asset Management Fondsmaeglerselskab A S48,487$468K0.0%+13.4%0.209%
5/13/2025Ethos Financial Group LLC200,057$1.93M0.2%N/A0.861%
5/12/2025Connor Clark & Lunn Investment Management Ltd.42,235$408K0.0%-30.6%0.182%
5/9/2025Atria Wealth Solutions Inc.14,778$148K0.0%-42.6%0.064%
5/6/2025Avantax Advisory Services Inc.27,556$266K0.0%-5.4%0.119%
4/22/2025Cambridge Investment Research Advisors Inc.45,799$442K0.0%+26.9%0.197%
4/21/2025Blue Trust Inc.66,782$644K0.0%+22.6%0.287%
4/17/2025Sound Income Strategies LLC1,013,374$9.78M0.6%+5.0%4.360%
2/17/2025Squarepoint Ops LLC45,102$437K0.0%-7.8%0.194%
2/17/2025Two Sigma Investments LP211,790$2.05M0.0%+19.5%0.911%
2/17/2025Two Sigma Advisers LP319,652$3.09M0.0%+8.5%1.375%
2/17/2025Tidal Investments LLC49,460$479K0.0%+2.3%0.213%
2/17/2025Snowden Capital Advisors LLC10,000$101K0.0%N/A0.043%
2/17/2025Millennium Management LLC129,981$1.26M0.0%+172.4%0.559%
2/17/2025D. E. Shaw & Co. Inc.15,912$154K0.0%N/A0.068%
2/17/2025Bank of America Corp DE41,301$400K0.0%+26.5%0.178%
2/14/2025Jane Street Group LLC24,921$241K0.0%N/A0.107%
2/14/2025Schonfeld Strategic Advisors LLC37,300$361K0.0%+208.3%0.160%
2/14/2025Northern Trust Corp19,570$189K0.0%+42.4%0.084%
2/14/2025Virtus ETF Advisers LLC49,129$476K0.2%-36.1%0.211%
2/14/2025Tower Research Capital LLC TRC4,076$39K0.0%N/A0.018%
2/14/2025BI Asset Management Fondsmaeglerselskab A S42,772$414K0.0%+5.6%0.184%
2/13/2025CANADA LIFE ASSURANCE Co12,569$122K0.0%-8.9%0.054%
2/13/2025Marshall Wace LLP41,514$402K0.0%-45.8%0.179%
2/13/2025Mariner LLC11,404$110K0.0%-9.7%0.049%
2/13/2025Raymond James Financial Inc.42,025$407K0.0%N/A0.181%
2/13/2025Legal & General Group Plc158,098$1.53M0.0%-2.3%0.680%
2/13/2025Wells Fargo & Company MN6,170$60K0.0%-65.9%0.027%
2/12/2025Trexquant Investment LP40,518$392K0.0%+33.0%0.174%
2/11/2025LPL Financial LLC15,182$147K0.0%+10.9%0.065%
2/11/2025Virtu Financial LLC26,105$253K0.0%N/A0.112%
2/10/2025Basso Capital Management L.P.120,138$1.16M1.0%-1.6%0.517%
2/10/2025Commonwealth Equity Services LLC19,418$188K0.0%+23.4%0.084%
2/10/2025Connor Clark & Lunn Investment Management Ltd.60,839$589K0.0%+2.5%0.262%
2/10/2025Avantax Advisory Services Inc.29,143$282K0.0%-3.3%0.125%
2/7/2025Gables Capital Management Inc.83,106$804K0.4%-6.6%0.358%
2/7/2025Independent Advisor Alliance75,925$735K0.0%N/A0.327%
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2/6/2025Raymond James Financial Inc.42,025$407K0.0%N/A0.181%
2/6/2025Bard Associates Inc.25,270$257K0.1%-22.2%0.109%
1/31/2025Atria Wealth Solutions Inc.25,768$274K0.0%-60.5%0.111%
1/30/2025Blue Trust Inc.54,454$527K0.0%+43.3%0.234%
1/22/2025Blue Trust Inc.47,000$455K0.0%+23.7%0.202%
1/21/2025Sound Income Strategies LLC965,296$9.34M0.6%+7.8%4.154%
11/25/2024Tidal Investments LLC48,350$559K0.0%+7.4%0.208%
11/8/2024Advisors Asset Management Inc.192,908$2.23M0.0%+12.6%0.830%
11/8/2024Connor Clark & Lunn Investment Management Ltd.59,353$687K0.0%-17.0%0.255%
10/22/2024International Assets Investment Management LLC2,314$27K0.0%+1,057.0%0.010%
10/18/2024Blue Trust Inc.38,000$466K0.0%+15.2%0.163%
10/10/2024Sound Income Strategies LLC895,062$10.36M0.7%+4.7%3.851%
8/14/2024Squarepoint Ops LLC29,081$357K0.0%N/A0.125%
8/14/2024Marshall Wace LLP52,715$647K0.0%N/A0.227%
7/31/2024Commonwealth Equity Services LLC21,986$270K0.0%+48.6%0.095%
7/22/2024Atria Wealth Solutions Inc.64,275$813K0.0%+16.0%0.277%
7/12/2024Sound Income Strategies LLC855,223$10.49M0.7%+5.3%3.680%
7/12/2024Sanders Morris Harris LLC32,244$396K0.1%+3.1%0.139%
5/17/2024Tidal Investments LLC41,086$509K0.0%-28.8%0.177%
5/15/2024Quadrature Capital Ltd26,885$333K0.0%-57.1%0.116%
5/14/2024Advisors Asset Management Inc.208,658$2.59M0.0%-1.3%0.898%
5/14/2024EntryPoint Capital LLC3,114$39K0.0%N/A0.013%
5/14/2024CANADA LIFE ASSURANCE Co18,292$227K0.0%+19.7%0.079%
4/15/2024Sound Income Strategies LLC812,395$10.07M0.8%+7.8%3.496%
3/25/2024Quadrature Capital Ltd62,643$772K0.0%+121.4%0.270%
2/12/2024Cape Investment Advisory Inc.7,206$89K0.0%N/A0.031%
2/7/2024Avantax Advisory Services Inc.21,198$261K0.0%+13.1%0.091%
2/6/2024Benjamin F. Edwards & Company Inc.61,800$760K0.0%+50.7%0.266%
2/2/2024Atria Wealth Solutions Inc.58,548$747K0.0%-22.2%0.252%
1/24/2024International Assets Investment Management LLC2,460$30K0.0%+1,130.0%0.011%
1/16/2024Raymond James Financial Services Advisors Inc.13,622$168K0.0%N/A0.059%
1/16/2024Raymond James & Associates98,169$1.21M0.0%-12.5%0.422%
1/11/2024Sanders Morris Harris LLC31,287$402K0.2%N/A0.135%
1/10/2024Sound Income Strategies LLC753,932$9.27M0.8%+6.3%3.244%
11/15/2023Toroso Investments LLC60,582$774K0.0%+6.4%0.261%
11/15/2023Advisors Asset Management Inc.280,450$3.58M0.1%+8.0%1.207%
11/14/2023Quadrature Capital Ltd28,290$359K0.0%-25.8%0.122%
11/13/2023Connor Clark & Lunn Investment Management Ltd.77,434$989K0.0%+32.3%0.333%
11/13/2023Acadian Asset Management LLC19,471$248K0.0%N/A0.084%
11/9/2023UBS Group AG194,508$2.48M0.0%-1.1%0.837%
11/8/2023Atria Wealth Solutions Inc.75,255$988K0.0%+16.1%0.324%
11/8/2023NewEdge Wealth LLC11,373$145K0.0%N/A0.049%
11/7/2023Virtus ETF Advisers LLC57,966$740K0.4%+74.2%0.249%
10/24/2023Cambridge Investment Research Advisors Inc.24,787$317K0.0%+5.4%0.107%
10/23/2023Commonwealth Equity Services LLC14,814$189K0.0%-9.7%0.064%
10/12/2023IFP Advisors Inc18,631$238K0.0%-8.7%0.080%
10/12/2023Sound Income Strategies LLC709,512$9.06M0.8%+4.1%3.053%
10/11/2023Ronald Blue Trust Inc.23,000$295K0.0%+21.1%0.099%
8/3/2023Atria Wealth Solutions Inc.64,833$856K0.0%+118.0%0.279%
8/3/2023CWM LLC2,000$26K0.0%-42.9%0.009%
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8/3/2023Mackenzie Financial Corp38,038$497K0.0%-22.8%0.164%
7/31/2023LPL Financial LLC54,962$705K0.0%+11.4%0.236%
7/14/2023Ronald Blue Trust Inc.19,000$238K0.0%+11.7%0.082%
7/13/2023Cambridge Investment Research Advisors Inc.23,517$302K0.0%+3.4%0.101%
7/10/2023Sound Income Strategies LLC681,408$8.74M0.9%+6.7%2.932%
5/10/2023Connor Clark & Lunn Investment Management Ltd.35,758$448K0.0%+140.6%0.154%
5/5/2023Silver Oak Securities Incorporated12,000$153K0.0%+9.8%0.052%
5/2/2023LSV Asset Management9,900$124K0.0%N/A0.043%
5/1/2023CWM LLC3,500$44K0.0%N/A0.015%
4/27/2023Benjamin F. Edwards & Company Inc.20,000$250K0.0%+11.1%0.086%
(Data available from 1/1/2016 forward)

WHF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WHF shares?

During the previous two years, 53 institutional investors and hedge funds held shares of WhiteHorse Finance. The most heavily invested institutionals were Sound Income Strategies LLC ($9.78M), Two Sigma Advisers LP ($3.09M), UBS Group AG ($2.48M), Two Sigma Investments LP ($2.05M), Ethos Financial Group LLC ($1.93M), Advisors Asset Management Inc. ($1.58M), and Legal & General Group Plc ($1.53M).Learn more on WhiteHorse Finance's institutional investors.

What percentage of WhiteHorse Finance's stock is owned by institutional investors?

13.20% of WhiteHorse Finance's stock is owned by institutional investors. Learn more on WHF's institutional investor holdings.

Which institutional investors have been buying WhiteHorse Finance's stock?

Of the 41 institutional investors that purchased WhiteHorse Finance's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sound Income Strategies LLC ($374.95K), Ethos Financial Group LLC ($200.06K), Raymond James Financial Inc. ($84.05K), Millennium Management LLC ($82.26K), Independent Advisor Alliance ($75.93K), Atria Wealth Solutions Inc. ($54.38K), and Marshall Wace LLP ($52.72K).

How much institutional buying is happening at WhiteHorse Finance?

Institutional investors have bought a total of 1,027,710 shares in the last 24 months. This purchase volume represents approximately $10.44M in transactions.

Which of WhiteHorse Finance's major shareholders have been selling company stock?

Of the 16 institutional investors that sold WhiteHorse Finance's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atria Wealth Solutions Inc. ($50.39K), Marshall Wace LLP ($35.02K), Connor Clark & Lunn Investment Management Ltd. ($30.72K), Virtus ETF Advisers LLC ($27.75K), Royal Bank of Canada ($14.62K), Wells Fargo & Company MN ($11.95K), and Trexquant Investment LP ($8.71K).

How much institutional selling is happening at WhiteHorse Finance?

Institutional investors have sold a total of 208,213 shares in the last 24 months. This volume of shares sold represents approximately $2.04M in transactions.


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This page (NASDAQ:WHF) was last updated on 7/4/2025 by MarketBeat.com Staff
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