Institutional Ownership White Horse Finance, Inc. (WHF)
This table provides information about the institutional ownership of White Horse Finance, Inc. (WHF). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 3.46 Million shares, which have been reported (via 13F filing form) to have a value of $23.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
857,976
shares
|
$5.91 Million
0.34% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
315,852
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
231,140
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Added 27.53%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
222,454
shares
|
$1.53 Million
0.14% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
185,504
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
140,250
shares
|
$966,322
0.0% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
115,138
shares
|
$793,300
0.59% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
114,842
shares
|
$791,261
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
83,334
shares
|
$574,171
0.0% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
75,437
shares
|
$519,760
0.01% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
73,892
shares
|
$509,115
0.0% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
68,637
shares
|
$472,908
0.01% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
67,159
shares
|
$462,725
0.0% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
65,850
shares
|
$453,706
0.0% of portfolio
|
Q3 2025
Added 55.89%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
65,196
shares
|
$449,200
0.14% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
55,912
shares
|
$385,233
0.17% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
54,455
shares
|
$375,194
0.0% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
48,487
shares
|
$334,075
0.0% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
47,861
shares
|
$329,762
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
46,597
shares
|
$321,053
0.0% of portfolio
|
Q3 2025
Added 106.64%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
33,829
shares
|
$233,081
0.0% of portfolio
|
Q4 2023
Added 25.76%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
32,031
shares
|
$220,693
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
28,337
shares
|
$195,241
0.03% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
27,570
shares
|
$189,957
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,733
shares
|
$170,410
0.0% of portfolio
|
Q3 2025
Added 18.91%
|
|