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| Date | Value |
|---|---|
| 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 |