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 59 institutions that hold shares in the stock, with a total of 3.4 Million shares, which have been reported (via 13F filing form) to have a value of $29.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
27,570
shares
|
$241,237
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Bard Associates Inc
Chicago, IL |
Aug 05, 2025 Q2 2025 |
24,070
shares
|
$210,612
0.08% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
23,100
shares
|
$202,125
0.42% of portfolio
|
Q4 2022
Reduced 0.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
22,550
shares
|
$197,312
0.0% of portfolio
|
Q2 2025
Added 52.01%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,800
shares
|
$182,000
0.01% of portfolio
|
Q1 2025
Added 108.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,783
shares
|
$181,851
0.0% of portfolio
|
Q3 2024
Added 39.66%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
19,943
shares
|
$174,501
0.0% of portfolio
|
Q2 2025
Added 68.99%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
19,886
shares
|
$174,002
0.0% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
18,667
shares
|
$163,336
0.0% of portfolio
|
Q2 2025
Reduced 28.36%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
17,997
shares
|
$157,473
0.0% of portfolio
|
Q1 2025
Added 43.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,324
shares
|
$142,835
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
15,292
shares
|
$133,805
0.0% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,058
shares
|
$131,757
0.0% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
12,441
shares
|
$108,858
0.0% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
12,312
shares
|
$107,730
0.0% of portfolio
|
Q2 2025
Reduced 27.12%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
11,060
shares
|
$96,775
0.04% of portfolio
|
Q4 2021
Added 6.35%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
11,000
shares
|
$96,250
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
10,017
shares
|
$87,648
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
10,000
shares
|
$87,500
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
9,900
shares
|
$86,625
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6,825
shares
|
$59,718
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,743
shares
|
$41,501
0.0% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,398
shares
|
$29,732
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$26,250
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,500
shares
|
$13,125
0.0% of portfolio
|
Q2 2020
Reduced 53.18%
|