WHITEHORSE FINANCE INC WHF
$6.65
-1.9% 52w: $5.77 – $7.85
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data5.776.817.85
Jun 20, 2025 Jul 2, 2026
Institutional holders
49
-9 QoQ
13F value
$25.1M
-0.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$222K calls / — puts
Institutional value by quarter
Number of holders
Who owns WHF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Lalia Capital, LLC | Other | 689.1K | $5.1M | 3.2% | +3.5% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 435.6K | $3.2M | 0.0% | +69.1% |
| CastleKnight Management LP | Other | 292.5K | $2.2M | 0.1% | Held |
| Ethos Financial Group, LLC | Wealth advisor | 243.9K | $1.7M | 0.1% | Held |
| BANK OF AMERICA CORP /DE/ | Bank broker | 185.0K | $1.4M | 0.0% | Held |
| Legal & General Group Plc | Diversified mechanical | 169.1K | $1.3M | 0.0% | +3.9% |
| BANK OF MONTREAL /CAN/ | Bank broker | 114.8K | $850K | 0.0% | Held |
| Blue Trust, Inc. | Wealth advisor | 95.6K | $707K | 0.0% | Held |
| MARSHALL WACE, LLP | Quant stat arb | 76.3K | $564K | 0.0% | New |
| BlackRock, Inc. | Index provider | 72.9K | $540K | 0.0% | -43.0% |
| Sound Income Strategies, LLC | Diversified mechanical | 72.8K | $518K | 0.0% | -5.3% |
| LPL Financial LLC | Bank broker | 69.8K | $516K | 0.0% | +0.2% |
| Trexquant Investment LP | Diversified mechanical | 67.5K | $499K | 0.0% | +334.2% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 63.3K | $468K | 0.0% | New |
| Advisors Asset Management, Inc. | Diversified mechanical | 60.8K | $450K | 0.0% | -4.3% |
| Virtus Investment Advisers, LLC | Other | 60.6K | $448K | 0.1% | +4.7% |
| BASSO CAPITAL MANAGEMENT, L.P. | Wealth advisor | 60.0K | $444K | 0.3% | -25.0% |
| GABLES CAPITAL MANAGEMENT INC. | Other | 51.0K | $377K | 0.2% | -5.8% |
| BI Asset Management Fondsmaeglerselskab A/S | Other | 48.5K | $359K | 0.0% | Held |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 47.2K | $349K | 0.0% | +0.8% |
| Closed-End Fund Advisors, Inc. | Other | 44.8K | $332K | 0.3% | +8.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 37.9K | $281K | 0.0% | -11.9% |
| MORGAN STANLEY | Bank broker | 35.0K | $259K | 0.0% | +26.7% |
| UBS Group AG | Bank broker | 31.5K | $233K | 0.0% | -24.5% |
| Snowden Capital Advisors LLC | Diversified mechanical | 29.2K | $224K | 0.0% | +10.2% |
| DIMENSION CAPITAL MANAGEMENT LLC | Wealth advisor | 28.3K | $210K | 0.0% | Held |
| Campbell & CO Investment Adviser LLC | Diversified mechanical | 25.8K | $191K | 0.0% | New |
| CANADA LIFE ASSURANCE Co | Diversified mechanical | 24.4K | $181K | 0.0% | -0.2% |
| Vident Advisory, LLC | Diversified mechanical | 23.2K | $172K | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 22.4K | $166K | 0.0% | +11.6% |
| TWO SIGMA SECURITIES, LLC | Market maker | 17.3K | $128K | 0.0% | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 16.9K | $125K | 0.0% | +33.5% |
| NewEdge Wealth, LLC | Other | 16.8K | $124K | 0.0% | +3.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 14.9K | $110K | 0.0% | -19.9% |
| ROYAL BANK OF CANADA | Bank broker | 12.6K | $94K | 0.0% | -8.6% |
| Powell Investment Advisors, LLC | Wealth advisor | 12.0K | $92K | 0.0% | Held |
| Northstar Advisory Group, LLC | Other | 11.4K | $84K | 0.0% | +3.5% |
| NORDEN GROUP LLC | Other | 11.0K | $81K | 0.0% | Held |
| LSV ASSET MANAGEMENT | Other | 9.9K | $73K | 0.0% | Held |
| Advisory Services Network, LLC | Diversified mechanical | 3.7K | $28K | 0.0% | New |
| Ancora Advisors LLC | Diversified mechanical | 3.0K | $22K | 0.0% | Held |
| SIMPLEX TRADING, LLC | Market maker | 1.6K | $12K | 0.0% | +4.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 1.1K | $8K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 1.1K | $8K | 0.0% | -5.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 255 | $2K | 0.0% | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 200 | $1K | 0.0% | Held |
| Hilton Head Capital Partners, LLC | Other | 65 | $481 | 0.0% | New |
| Allworth Financial LP | Wealth advisor | 5 | $37 | 0.0% | New |
| PMV Capital Advisers, LLC | Wealth advisor | 4 | $26 | 0.0% | New |
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