WhiteHorse Finance Ownership | Who Owns WhiteHorse Finance?

Overview RevenueFinancials Chart Transcripts

WhiteHorse Finance Ownership Summary

WhiteHorse Finance is owned by 15.17% institutional investors, 21.58% insiders, and 63.25% retail investors. Sound income strategies is the largest institutional shareholder, holding 4.15% of WHF shares. Alternative Credit Income I is the top mutual fund, with 0.89% of its assets in WhiteHorse Finance shares.

WHF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	WhiteHorse Finance	15.17%	21.58%	63.25%
Sector	Financial Services Stocks	40.08%	14.24%	45.69%
Industry	Asset Management Stocks	33.65%	9.09%	57.26%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Sound income strategies	965.30K	4.15%	$9.34M
Two sigma advisers, lp	319.65K	1.38%	$3.09M
Two sigma investments, lp	211.79K	0.91%	$2.05M
Advisors asset management	165.42K	0.71%	$1.60M
Morgan stanley	165.09K	0.71%	$2.03M
Legal & general group	158.10K	0.68%	$1.53M
Millennium management	129.98K	0.56%	$1.26M
Basso capital management	120.14K	0.52%	$1.16M
Raymond james & associates	94.89K	0.41%	$1.16M
Gables capital management	83.11K	0.36%	$804.47K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Basso capital management	120.14K	1.01%	$1.16M
Sound income strategies	965.30K	0.58%	$9.34M
Gables capital management	83.11K	0.39%	$804.47K
Virtus etf advisers	49.13K	0.19%	$475.57K
Bard associates	25.27K	0.09%	$256.81K
Powell investment advisors	11.06K	0.05%	$111.32K
Dimension capital management	28.34K	0.04%	$274.30K
Advisors asset management	165.42K	0.03%	$1.60M
Virtu financial	26.11K	0.01%	$253.00K
Norden group	11.00K	0.01%	$106.48K

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	129.98K	0.00%	82.26K
Independent advisor alliance	75.92K	0.01%	75.92K
Sound income strategies	965.30K	0.58%	70.23K
Raymond james financial	42.02K	0.00%	42.02K
Two sigma investments, lp	211.79K	0.00%	34.57K

Top Sellers

Holder	Shares	% Assets	Change
Quadrature capital	-	-	-46.56K
Atria wealth solutions	25.77K	0.00%	-39.40K
Marshall wace, llp	41.51K	0.00%	-35.02K
Sanders morris harris	-	-	-32.24K
Virtus etf advisers	49.13K	0.19%	-27.75K

New Positions

Holder	Shares	% Assets	Change	Value
Independent advisor alliance	75.92K	0.01%	75.92K	$734.95K
Raymond james financial	42.02K	0.00%	42.02K	$406.80K
Jane street group	24.92K	0.00%	24.92K	$241.24K
Snowden capital advisors	10.00K	0.00%	10.00K	$100.65K
Synergy asset management	248.00	0.00%	248.00	$2.87K

Sold Out

Holder	Change
Fmr	-1.00
Principal securities	-11.00
Triad wealth partners	-1.20K
Householder group estate & retirement specialist	-1.31K
International assets investment management	-2.31K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	63	12.50%	3,526,968	8.25%	15	7.72%	32	45.45%	19	-24.00%
Sep 30, 2024	55	-14.06%	3,256,307	-10.78%	14	5.68%	22	-46.34%	24	200.00%
Jun 30, 2024	64	12.28%	3,649,771	21.77%	15	9.44%	41	51.85%	8	-42.86%
Mar 31, 2024	57	-6.56%	2,997,318	-1.83%	12	7.47%	27	-12.90%	14	-
Dec 31, 2023	61	8.93%	3,053,344	5.63%	13	8.49%	31	3.33%	14	40.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Alternative Credit Income I	207.33K	0.89%	-
iShares Listed Private Eq ETF USD Dist	88.01K	0.38%	-
Virtus Private Credit ETF	58.67K	0.25%	100.00
Sound Enhanced Fixed Income ETF	49.46K	0.21%	-
BankInvest Børsnoterede Alt. Akk. W	40.50K	0.17%	1.20K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	37.10K	0.16%	1.23K
Micro Cap Value Equity	9.90K	0.04%	-
Mediobanca SICAV PE Strat C	8.00K	0.03%	7.49K
FlexShares® Listed Priv Eq ETF USD Acc	6.99K	0.03%	-
Sun Life CC&L Group Income & Growth Seg	4.52K	0.02%	4.52K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 13, 2024	BOLDUC JOHN	-	Buy	$27.36K
Aug 13, 2024	BOLDUC JOHN	-	Buy	$26.89K
Aug 12, 2024	BOLDUC JOHN	-	Buy	$72.98K
Aug 12, 2024	BOLDUC JOHN	-	Buy	$72.51K
May 29, 2024	MNAYMNEH SAMI	-	Sell	$12.15M

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	4	-
2024 Q2	-	2
2023 Q2	13	-
2023 Q1	4	-
2022 Q4	16	-

WHF Ownership FAQ

Who Owns WhiteHorse Finance?

WhiteHorse Finance shareholders are primarily institutional investors at 15.17%, followed by 21.58% insiders and 63.25% retail investors. The average institutional ownership in WhiteHorse Finance's industry, Asset Management Stocks, is 33.65%, which WhiteHorse Finance falls below.

Who owns the most shares of WhiteHorse Finance?

WhiteHorse Finance’s largest shareholders are Sound income strategies (965.3K shares, 4.15%), Two sigma advisers, lp (319.65K shares, 1.38%), and Two sigma investments, lp (211.79K shares, 0.91%). Together, they hold 6.44% of WhiteHorse Finance’s total shares outstanding.

Does Blackrock own WhiteHorse Finance?

BlackRock is not among the top 10 institutional shareholders of WhiteHorse Finance.

Who is WhiteHorse Finance’s biggest shareholder by percentage of total assets invested?

Basso capital management is WhiteHorse Finance’s biggest shareholder by percentage of total assets invested, with 1.01% of its assets in 120.14K WhiteHorse Finance shares, valued at 1.16M$.

Who is the top mutual fund holder of WhiteHorse Finance shares?

Alternative Credit Income I is the top mutual fund holder of WhiteHorse Finance shares, with 0.89% of its total shares outstanding invested in 207.33K WhiteHorse Finance shares.

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