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WhiteHorse Finance (WHF) Institutional Ownership

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$8.53 +0.02 (+0.24%)
Closing price 04:00 PM Eastern
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$8.51 -0.02 (-0.23%)
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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)
$10.14M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$4.37M
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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
8/15/2025 Oxford Asset Management LLP12,058$105K0.0%N/A0.052%
8/15/2025 Bank of America Corp DE185,004$1.61M0.0%+92.0%0.796%
8/14/2025 Raymond James Financial Inc.31,477$274K0.0%-19.7%0.135%
8/14/2025 Qube Research & Technologies Ltd31,753$277K0.0%-3.7%0.137%
8/13/2025 Marshall Wace LLP42,240$368K0.0%N/A0.182%
8/13/2025 Virtus Investment Advisers LLC58,256$508K0.2%-56.2%0.251%
8/12/2025 Advisors Asset Management Inc.69,858$609K0.0%-57.4%0.301%
8/12/2025 Legal & General Group Plc156,602$1.37M0.0%+4.4%0.674%
8/6/2025 Ethos Financial Group LLC205,673$1.79M0.2%+2.8%0.885%
7/30/2025 Gables Capital Management Inc.64,082$559K0.3%-22.7%0.276%
7/17/2025 Sound Income Strategies LLC942,066$8.22M0.5%-7.0%4.054%
7/8/2025 Northstar Advisory Group LLC10,017$87K0.0%N/A0.043%
5/16/2025 Advisors Asset Management Inc.163,975$1.58M0.0%-0.9%0.705%
5/15/2025 Royal Bank of Canada55,951$540K0.0%-20.7%0.241%
5/15/2025 Trexquant Investment LP31,806$307K0.0%-21.5%0.137%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S48,487$468K0.0%+13.4%0.209%
5/13/2025 Ethos Financial Group LLC200,057$1.93M0.2%N/A0.861%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.42,235$408K0.0%-30.6%0.182%
5/9/2025 Atria Wealth Solutions Inc.14,778$148K0.0%-42.6%0.064%
5/6/2025 Avantax Advisory Services Inc.27,556$266K0.0%-5.4%0.119%
4/22/2025 Cambridge Investment Research Advisors Inc.45,799$442K0.0%+26.9%0.197%
4/21/2025 Blue Trust Inc.66,782$644K0.0%+22.6%0.287%
4/17/2025 Sound Income Strategies LLC1,013,374$9.78M0.6%+5.0%4.360%
2/17/2025 Squarepoint Ops LLC45,102$437K0.0%-7.8%0.194%
2/17/2025 Two Sigma Investments LP211,790$2.05M0.0%+19.5%0.911%
2/17/2025 Two Sigma Advisers LP319,652$3.09M0.0%+8.5%1.375%
2/17/2025 Tidal Investments LLC49,460$479K0.0%+2.3%0.213%
2/17/2025 Snowden Capital Advisors LLC10,000$101K0.0%N/A0.043%
2/17/2025 Millennium Management LLC129,981$1.26M0.0%+172.4%0.559%
2/17/2025 D. E. Shaw & Co. Inc.15,912$154K0.0%N/A0.068%
2/17/2025 Bank of America Corp DE41,301$400K0.0%+26.5%0.178%
2/14/2025 Jane Street Group LLC24,921$241K0.0%N/A0.107%
2/14/2025 Schonfeld Strategic Advisors LLC37,300$361K0.0%+208.3%0.160%
2/14/2025 Northern Trust Corp19,570$189K0.0%+42.4%0.084%
2/14/2025 Virtus ETF Advisers LLC49,129$476K0.2%-36.1%0.211%
2/14/2025 Tower Research Capital LLC TRC4,076$39K0.0%N/A0.018%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S42,772$414K0.0%+5.6%0.184%
2/13/2025 CANADA LIFE ASSURANCE Co12,569$122K0.0%-8.9%0.054%
2/13/2025 Marshall Wace LLP41,514$402K0.0%-45.8%0.179%
2/13/2025 Mariner LLC11,404$110K0.0%-9.7%0.049%
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2/13/2025 Raymond James Financial Inc.42,025$407K0.0%N/A0.181%
2/13/2025 Legal & General Group Plc158,098$1.53M0.0%-2.3%0.680%
2/13/2025 Wells Fargo & Company MN6,170$60K0.0%-65.9%0.027%
2/12/2025 Trexquant Investment LP40,518$392K0.0%+33.0%0.174%
2/11/2025 LPL Financial LLC15,182$147K0.0%+10.9%0.065%
2/11/2025 Virtu Financial LLC26,105$253K0.0%N/A0.112%
2/10/2025 Basso Capital Management L.P.120,138$1.16M1.0%-1.6%0.517%
2/10/2025 Commonwealth Equity Services LLC19,418$188K0.0%+23.4%0.084%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.60,839$589K0.0%+2.5%0.262%
2/10/2025 Avantax Advisory Services Inc.29,143$282K0.0%-3.3%0.125%
2/7/2025 Gables Capital Management Inc.83,106$804K0.4%-6.6%0.358%
2/7/2025 Independent Advisor Alliance75,925$735K0.0%N/A0.327%
2/6/2025 Raymond James Financial Inc.42,025$407K0.0%N/A0.181%
2/6/2025 Bard Associates Inc.25,270$257K0.1%-22.2%0.109%
1/31/2025 Atria Wealth Solutions Inc.25,768$274K0.0%-60.5%0.111%
1/30/2025 Blue Trust Inc.54,454$527K0.0%+43.3%0.234%
1/22/2025 Blue Trust Inc.47,000$455K0.0%+23.7%0.202%
1/21/2025 Sound Income Strategies LLC965,296$9.34M0.6%+7.8%4.154%
11/25/2024 Tidal Investments LLC48,350$559K0.0%+7.4%0.208%
11/8/2024 Advisors Asset Management Inc.192,908$2.23M0.0%+12.6%0.830%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.59,353$687K0.0%-17.0%0.255%
10/22/2024 International Assets Investment Management LLC2,314$27K0.0%+1,057.0%0.010%
10/18/2024 Blue Trust Inc.38,000$466K0.0%+15.2%0.163%
10/10/2024 Sound Income Strategies LLC895,062$10.36M0.7%+4.7%3.851%
8/14/2024 Squarepoint Ops LLC29,081$357K0.0%N/A0.125%
8/14/2024 Marshall Wace LLP52,715$647K0.0%N/A0.227%
7/31/2024 Commonwealth Equity Services LLC21,986$270K0.0%+48.6%0.095%
7/22/2024 Atria Wealth Solutions Inc.64,275$813K0.0%+16.0%0.277%
7/12/2024 Sound Income Strategies LLC855,223$10.49M0.7%+5.3%3.680%
7/12/2024 Sanders Morris Harris LLC32,244$396K0.1%+3.1%0.139%
5/17/2024 Tidal Investments LLC41,086$509K0.0%-28.8%0.177%
5/15/2024 Quadrature Capital Ltd26,885$333K0.0%-57.1%0.116%
5/14/2024 Advisors Asset Management Inc.208,658$2.59M0.0%-1.3%0.898%
5/14/2024 EntryPoint Capital LLC3,114$39K0.0%N/A0.013%
5/14/2024 CANADA LIFE ASSURANCE Co18,292$227K0.0%+19.7%0.079%
4/15/2024 Sound Income Strategies LLC812,395$10.07M0.8%+7.8%3.496%
3/25/2024 Quadrature Capital Ltd62,643$772K0.0%+121.4%0.270%
2/12/2024 Cape Investment Advisory Inc.7,206$89K0.0%N/A0.031%
2/7/2024 Avantax 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%
2/2/2024 Atria Wealth Solutions Inc.58,548$747K0.0%-22.2%0.252%
1/24/2024 International 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%
1/11/2024 Sanders Morris Harris LLC31,287$402K0.2%N/A0.135%
1/10/2024 Sound Income Strategies LLC753,932$9.27M0.8%+6.3%3.244%
11/15/2023 Toroso Investments LLC60,582$774K0.0%+6.4%0.261%
11/15/2023 Advisors Asset Management Inc.280,450$3.58M0.1%+8.0%1.207%
11/14/2023 Quadrature Capital Ltd28,290$359K0.0%-25.8%0.122%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.77,434$989K0.0%+32.3%0.333%
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11/13/2023 Acadian Asset Management LLC19,471$248K0.0%N/A0.084%
11/9/2023 UBS Group AG194,508$2.48M0.0%-1.1%0.837%
11/8/2023 Atria Wealth Solutions Inc.75,255$988K0.0%+16.1%0.324%
11/8/2023 NewEdge Wealth LLC11,373$145K0.0%N/A0.049%
11/7/2023 Virtus ETF Advisers LLC57,966$740K0.4%+74.2%0.249%
10/24/2023 Cambridge Investment Research Advisors Inc.24,787$317K0.0%+5.4%0.107%
10/23/2023 Commonwealth Equity Services LLC14,814$189K0.0%-9.7%0.064%
10/12/2023 IFP Advisors Inc18,631$238K0.0%-8.7%0.080%
10/12/2023 Sound Income Strategies LLC709,512$9.06M0.8%+4.1%3.053%
10/11/2023 Ronald Blue Trust Inc.23,000$295K0.0%+21.1%0.099%
(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, 55 institutional investors and hedge funds held shares of WhiteHorse Finance. The most heavily invested institutionals were Sound Income Strategies LLC ($8.22M), Two Sigma Advisers LP ($3.09M), UBS Group AG ($2.48M), Two Sigma Investments LP ($2.05M), Ethos Financial Group LLC ($1.79M), Bank of America Corp DE ($1.61M), and Legal & General Group Plc ($1.37M).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 44 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 ($331.97K), Ethos Financial Group LLC ($205.67K), Bank of America Corp DE ($97.31K), Marshall Wace LLP ($94.96K), Raymond James Financial Inc. ($84.05K), Millennium Management LLC ($82.26K), and Independent Advisor Alliance ($75.93K).

How much institutional buying is happening at WhiteHorse Finance?

Institutional investors have bought a total of 1,051,219 shares in the last 24 months. This purchase volume represents approximately $10.14M in transactions.

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

Of the 20 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: Advisors Asset Management Inc. ($95.56K), Virtus Investment Advisers LLC ($74.77K), Sound Income Strategies LLC ($71.31K), Atria Wealth Solutions Inc. ($50.39K), Marshall Wace LLP ($35.02K), Connor Clark & Lunn Investment Management Ltd. ($30.72K), and Virtus ETF Advisers LLC ($27.75K).

How much institutional selling is happening at WhiteHorse Finance?

Institutional investors have sold a total of 476,194 shares in the last 24 months. This volume of shares sold represents approximately $4.37M in transactions.


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This page (NASDAQ:WHF) was last updated on 8/22/2025 by MarketBeat.com Staff
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