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WhiteHorse Finance (WHF) Institutional Ownership

WhiteHorse Finance logo
$7.09 +0.02 (+0.28%)
As of 04:00 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)
27
Total
Institutional Inflows
(last 12 months)
$18.55M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$6.89M
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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
8/20/2026 Susquehanna International Group LLP22,208$149K0.0%-41.4%0.103%
8/17/2026 Bank of America Corp DE185,006$1.24M0.0%N/A0.861%
8/14/2026 Legal & General Group Plc174,879$1.17M0.0%N/A0.814%
8/12/2026 Lalia Capital LLC712,769$4.78M2.3%N/A3.318%
8/10/2026 NewEdge Wealth LLC17,408$117K0.0%N/A0.081%
8/10/2026 Gables Capital Management Inc.43,865$294K0.1%N/A0.204%
8/7/2026 BlackRock Inc.71,135$477K0.0%N/A0.331%
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%
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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%
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%
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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%
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%


WHF Institutional Ownership - Frequently Asked Questions

During the previous two years, 60 institutional investors and hedge funds held shares of WhiteHorse Finance. The most heavily invested institutionals were Lalia Capital LLC ($4.78M), Two Sigma Advisers LP ($3.09M), CastleKnight Management LP ($2.03M), Ethos Financial Group LLC ($1.70M), Two Sigma Investments LP ($1.60M), Millennium Management LLC ($1.26M), and Bank of America Corp DE ($1.24M).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 ($1.38M), CastleKnight Management LP ($292.46K), Bank of America Corp DE ($282.32K), Ethos Financial Group LLC ($243.94K), Legal & General Group Plc ($181.44K), Jane Street Group LLC ($158.65K), and Sound Income Strategies LLC ($158.15K).

Institutional investors have bought a total of 2,713,411 shares in the last 24 months. This purchase volume represents approximately $18.55M 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 ($869.26K), Basso Capital Management L.P. ($40.14K), Legal & General Group Plc ($16.35K), Susquehanna International Group LLP ($15.72K), Gables Capital Management Inc. ($13.11K), Raymond James Financial Inc. ($10.69K), and Virtus Investment Advisers LLC ($7.37K).

Institutional investors have sold a total of 991,611 shares in the last 24 months. This volume of shares sold represents approximately $6.89M in transactions.


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Institutional ownership data for NASDAQ:WHF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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