WhiteHorse Finance, Inc. (WHF) Institutional Ownership

Institutions by Trading Activity

23,243,088Shares Outstanding

3,566,614Shares held by institutions

$25,893,618Value of institutional holdings

15.34%Institutional ownership %

10.78%Shares Changed QoQ

56No. of institutional investors

WhiteHorse Finance, Inc. (NASDAQ:WHF) has 56 institutional investors that have filed 13F reports for the period ending December 2025.

These investors held 15.3% of outstanding shares in December 2025, up from 15.0% in September 2025.
Their total shares held in WHF increased 10.74% quarter over quarter, and separately, investors owning WhiteHorse Finance decreased 8.2% from a year ago.
Among the 56 funds, 33 bought more WhiteHorse Finance shares, 15 sold down, and 8 held their ground.
The aggregate institutional position in WhiteHorse Finance amounted to 3.57Mn shares as of December 2025, up by 345.87K shares quarter on quarter, and down 153.79K shares year over year.
Blue Trust, Inc. leads ownership in WHF with 95.6K shares as of December 31, 2025, equal to 0.41% of outstanding shares.
The largest buyers of WhiteHorse Finance for the quarter ending December 2025 were Northstar Advisory Group, LLC (386), Hilton Head Capital Partners, LLC (65), PMV Capital Advisers, LLC (4).
The largest sales of WHF for the quarter ending December 2025 came from Farther Finance Advisors, LLC (67).
Per Business Quant data, the top 8 holders of WhiteHorse Finance for the quarter ending December 2025 are Blue Trust, Inc. (95.6K), BI Asset Management Fondsmaeglerselskab A/S (48.49K), Powell Investment Advisors, LLC (12.03K), Northstar Advisory Group, LLC (11.4K), NORDEN GROUP LLC (11.0K), Farther Finance Advisors, LLC (1.11K), Hilton Head Capital Partners, LLC (65), PMV Capital Advisers, LLC (4).

3,566,614 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Lalia Capital, LLC	31 Dec, 2025	665,873	665,873	0.00%	$4,627,817.00
CastleKnight Management LP	31 Dec, 2025	292,456	292,456	0.00%	$2,032,569.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	257,519	26,379	11.41%	$1,789,757.00
Ethos Financial Group, LLC	31 Dec, 2025	243,940	21,486	9.66%	$1,695,383.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	206,252	-109,600	-34.70%	$1,433,451.00
Bank Of America Corp /De/	31 Dec, 2025	185,004	-186,004	-50.13%	$1,285,778.00
Legal & General Group Plc	31 Dec, 2025	162,730	22,480	16.03%	$1,131,787.00
JANE STREET GROUP, LLC	31 Dec, 2025	133,724	133,724	0.00%	$929,382.00
BlackRock, Inc.	31 Dec, 2025	128,008	-11,133	-8.00%	$889,656.00
Bank Of Montreal /Can/	31 Dec, 2025	114,842	0	0.00%	$798,152.00
Blue Trust, Inc.	31 Dec, 2025	95,601	20,164	26.73%	$664,424.00
BASSO CAPITAL MANAGEMENT, L.P.	31 Dec, 2025	80,000	-35,138	-30.52%	$556,000.00
Sound Income Strategies, LLC	31 Dec, 2025	76,922	-781,054	-91.03%	$532,297.00
LPL Financial LLC	31 Dec, 2025	69,644	23,047	49.46%	$484,029.00
CITADEL ADVISORS LLC	31 Dec, 2025	65,798	44,380	207.21%	$457,296.00
Virtus Investment Advisers, LLC	31 Dec, 2025	57,825	-7,371	-11.31%	$401,884.00
GABLES CAPITAL MANAGEMENT INC.	31 Dec, 2025	54,095	-1,817	-3.25%	$375,961.00
Quadrature Capital Ltd	31 Dec, 2025	48,840	48,840	0.00%	$339,438.00
BI Asset Management Fondsmaeglerselskab A/S	31 Dec, 2025	48,487	0	0.00%	$337.00
Cambridge Investment Research Advisors, Inc.	31 Dec, 2025	46,782	-1,079	-2.25%	$325.00

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