WhiteHorse Finance (WHF) Invested Capital (2021 - 2026)

WhiteHorse Finance (WHF) reported Invested Capital of $574.5 million for Q1 2026, down 10.6% year-over-year from $642.6 million in Q1 2025, and down 1.57% quarter-over-quarter from $583.6 million in Q4 2025.

WhiteHorse Finance (WHF) Invested Capital (2021 - 2026) Analysis & Trends

WhiteHorse Finance (WHF) has 6 years of Invested Capital data on file, last reported at $574.5 million in Q1 2026.

  • Invested Capital for Q1 2026 came in at $574.5 million, down 10.6% year-over-year; the trailing twelve-month figure through Mar 2026 was $574.5 million (down 10.6% YoY), and the FY2025 annual result was $583.6 million, down 8.7% from the prior year.
  • Invested Capital slipped to $574.5 million in Q1 2026 per WHF's latest filing, from $583.6 million in the prior quarter.
  • Over five years, Invested Capital peaked at $772.8 million in Q4 2022 and troughed at $347.4 million in Q2 2022.
  • A 5-year average of $600.1 million and a median of $639.3 million in 2024 frame the typical range for Invested Capital.
  • The sharpest annual moves came in 2022 and 2023: Invested Capital jumped 133141.59% in 2022, then plunged 49.95% in 2023.
  • A 5-year view of Invested Capital shows it stood at $772.8 million in 2022, then sank by 49.95% to $386.8 million in 2023, then surged by 65.28% to $639.3 million in 2024, then declined by 8.7% to $583.6 million in 2025, then dropped by 1.57% to $574.5 million in 2026.
  • Business Quant data shows WHF's Invested Capital at $574.5 million in Q1 2026, $583.6 million in Q4 2025, and $588.8 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 69.22 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 8.37 Bn
3 Kkr 86.45 Bn 133.96 Bn - 30.50 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 53.75 Bn
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 8.75 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 12.99 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 12.57 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 12.75 Bn
10 WhiteHorse Finance 142.99 Mn 131.20 Mn - 574.48 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 574.48 Mn
Dec 31, 2025 583.63 Mn
Sep 30, 2025 588.77 Mn
Jun 30, 2025 637.93 Mn
Mar 31, 2025 642.58 Mn
Dec 31, 2024 639.25 Mn
Sep 30, 2024 649.67 Mn
Jun 30, 2024 671.58 Mn
Mar 31, 2024 704.12 Mn
Dec 31, 2023 386.76 Mn
Sep 30, 2023 720.44 Mn
Jun 30, 2023 750.01 Mn
Mar 31, 2023 753.68 Mn
Dec 31, 2022 772.81 Mn
Sep 30, 2022 431.34 Mn
Jun 30, 2022 347.43 Mn
Mar 31, 2022 347.92 Mn
Dec 31, 2021 476.31 Mn
Sep 30, 2021 323,724.00