KPIs & Operating Metrics(New)

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% on a QoQ basis from $583.6 million in Q4 2025.

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

  • Quarterly Invested Capital fell 10.6% year-over-year to $574.5 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $574.5 million (down 10.6% YoY) and the FY2025 annual result came in at $583.6 million, down 8.7% from the prior year.
  • Invested Capital eased to $574.5 million in Q1 2026 per WHF's latest filing, from $583.6 million in the prior quarter.
  • Across five years, Invested Capital topped out at $772.8 million in Q4 2022 and bottomed at $347.4 million in Q2 2022.
  • The 5-year median for Invested Capital is $639.3 million (2024), against an average of $600.1 million.
  • The widest annual swing landed in 2022, when Invested Capital surged 133141.59%; it then slumped 49.95% in 2023.
  • Tracing WHF's Invested Capital over 5 years: stood at $772.8 million in 2022, then tumbled by 49.95% to $386.8 million in 2023, then soared by 65.28% to $639.3 million in 2024, then slipped by 8.7% to $583.6 million in 2025, then decreased by 1.57% to $574.5 million in 2026.
  • Per Business Quant, the three latest WHF Invested Capital figures stand at $574.5 million (Q1 2026), $583.6 million (Q4 2025), and $588.8 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 69.22 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 8.37 Bn
3 Kkr 84.94 Bn 132.45 Bn - 30.50 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.59 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 53.75 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 8.75 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.99 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 12.75 Bn
10 WhiteHorse Finance 154.52 Mn 142.73 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