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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,979
shares
|
$20,525
0.0% of portfolio
|
Q3 2025
Reduced 37.19%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
1,800
shares
|
$12,402
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,500
shares
|
$10,335
0.0% of portfolio
|
Q2 2020
Reduced 53.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,235
shares
|
$8,509
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,100
shares
|
$7,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,054
shares
|
$7,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
148
shares
|
$1,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
72
shares
|
$496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
15
shares
|
$103
0.0% of portfolio
|
Q3 2024
Reduced 86.96%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
9
shares
|
$62
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|