Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

WhiteHorse Finance (WHF) Institutional Ownership

WhiteHorse Finance logo
$6.58 0.00 (0.00%)
Closing price 05/22/2026 04:00 PM Eastern
Extended Trading
$6.59 +0.01 (+0.14%)
As of 05/22/2026 04:29 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for WhiteHorse Finance (NASDAQ:WHF)

Current
Institutional Ownership
Percentage
13.20%
Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$11.92M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$9.12M
Get WHF Insider Trade Alerts

Want to know when executives and insiders are buying or selling WhiteHorse Finance stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WHF Institutional Buying and Selling by Quarter

WhiteHorse Finance Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2026 Gables Capital Management Inc.50,974$377K0.2%-5.8%0.229%
4/27/2026 Sound Income Strategies LLC72,811$518K0.0%-5.3%0.328%
2/18/2026 XTX Topco Ltd29,785$207K0.0%N/A0.128%
2/18/2026 Virtus Investment Advisers LLC57,825$402K0.1%-11.3%0.249%
2/18/2026 Quadrature Capital Ltd48,840$339K0.0%N/A0.210%
2/18/2026 CastleKnight Management LP292,456$2.03M0.0%N/A1.258%
2/18/2026 Basso Capital Management L.P.80,000$556K0.3%-30.5%0.344%
2/17/2026 Trexquant Investment LP15,541$108K0.0%N/A0.067%
2/17/2026 Osaic Holdings Inc.18,634$130K0.0%+43.7%0.080%
2/17/2026 Royal Bank of Canada13,831$96K0.0%-25.6%0.060%
2/13/2026 Kestra Advisory Services LLC6,389$44K0.0%N/A0.027%
2/13/2026 Dynamic Technology Lab Private Ltd17,955$125K0.0%N/A0.077%
2/12/2026 Advisors Asset Management Inc.63,534$442K0.0%-7.4%0.273%
2/12/2026 Jane Street Group LLC133,724$929K0.0%N/A0.575%
2/12/2026 HRT Financial LP19,922$138K0.0%+16.5%0.086%
2/11/2026 LPL Financial LLC69,644$484K0.0%+49.5%0.300%
2/11/2026 O Shaughnessy Asset Management LLC12,662$88K0.0%N/A0.054%
2/11/2026 Lalia Capital LLC665,873$4.63M3.6%N/A2.865%
2/11/2026 Closed End Fund Advisors Inc.41,157$286K0.2%N/A0.177%
2/9/2026 GatePass Capital LLC19,100$133K0.1%N/A0.082%
2/6/2026 Gables Capital Management Inc.54,095$376K0.2%-3.2%0.233%
1/21/2026 Sound Income Strategies LLC76,922$532K0.0%-91.0%0.331%
1/20/2026 Ethos Financial Group LLC243,940$1.70M0.1%+9.7%1.050%
1/16/2026 Blue Trust Inc.95,601$664K0.0%+26.7%0.411%
1/13/2026 Norden Group LLC11,000$76K0.0%N/A0.047%
11/18/2025 Advisory Services Network LLC3,728$26K0.0%N/A0.016%
11/17/2025 CANADA LIFE ASSURANCE Co24,457$169K0.0%+35.9%0.105%
11/17/2025 Citadel Advisors LLC21,418$148K0.0%-190.8%0.092%
11/17/2025 Bard Associates Inc.17,741$129K0.0%-26.3%0.076%
11/14/2025 Raymond James Financial Inc.20,790$144K0.0%-34.0%0.089%
11/14/2025 Two Sigma Investments LP231,140$1.60M0.0%+27.5%0.994%
11/13/2025 Basso Capital Management L.P.115,138$797K0.5%-4.2%0.495%
11/13/2025 Legal & General Group Plc140,250$971K0.0%-10.4%0.603%
11/13/2025 HUB Investment Partners LLC10,810$75K0.0%N/A0.047%
11/6/2025 Gables Capital Management Inc.55,912$387K0.2%-12.7%0.241%
10/23/2025 Ethos Financial Group LLC222,454$1.54M0.1%+8.2%0.957%
10/16/2025 Blue Trust Inc.75,437$522K0.0%+11.9%0.325%
10/10/2025 Sound Income Strategies LLC857,976$5.73M0.3%-8.9%3.692%
9/4/2025 Osaic Holdings Inc.12,312$107K0.0%-18.5%0.053%
8/15/2025 Oxford Asset Management LLP12,058$105K0.0%N/A0.052%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
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%
5/16/2025Advisors 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%
Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)

Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.tc pixel

Discover the real reason behind the Iran strikes before markets react
2/7/2025Independent Advisor Alliance75,925$735K0.0%N/A0.327%
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%


WHF Institutional Ownership - Frequently Asked Questions

During the previous two years, 58 institutional investors and hedge funds held shares of WhiteHorse Finance. The most heavily invested institutionals were Lalia Capital LLC ($4.63M), Two Sigma Advisers LP ($3.09M), CastleKnight Management LP ($2.03M), Ethos Financial Group LLC ($1.70M), Bank of America Corp DE ($1.61M), Two Sigma Investments LP ($1.60M), and Millennium Management LLC ($1.26M).Learn more on WhiteHorse Finance's institutional investors.

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

Of the 48 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: Lalia Capital LLC ($665.87K), CastleKnight Management LP ($292.46K), Ethos Financial Group LLC ($243.94K), Sound Income Strategies LLC ($200.98K), Jane Street Group LLC ($158.65K), Bank of America Corp DE ($97.31K), and Marshall Wace LLP ($94.96K).

Institutional investors have bought a total of 1,673,499 shares in the last 24 months. This purchase volume represents approximately $11.92M in transactions.

Of the 11 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: Sound Income Strategies LLC ($940.56K), Advisors Asset Management Inc. ($99.22K), Virtus Investment Advisers LLC ($82.14K), Basso Capital Management L.P. ($40.14K), Gables Capital Management Inc. ($31.96K), Raymond James Financial Inc. ($18.42K), and Legal & General Group Plc ($16.35K).

Institutional investors have sold a total of 1,243,874 shares in the last 24 months. This volume of shares sold represents approximately $9.12M in transactions.


Related Companies

This page (NASDAQ:WHF) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
Read now. Do not delete. You’ve been warned.
Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” P...
Porter & Company | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel