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WhiteHorse Finance Ownership | Who Owns WhiteHorse Finance?

OverviewForecastRevenueFinancialsChartTranscripts

WhiteHorse Finance Ownership Summary

WhiteHorse Finance is owned by 0.01% institutional investors, 4.38% insiders, and 95.61% 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

TypeName% Inst% Insiders% Retail
StockWhiteHorse Finance0.01%4.38%95.61%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryAsset Management Stocks31.89%9.87%58.24%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Sound income strategies965.30K4.15%$9.34M
Two sigma advisers, lp319.65K1.38%$3.09M
Two sigma investments, lp211.79K0.91%$2.05M
Advisors asset management165.42K0.71%$1.60M
Morgan stanley165.09K0.71%$2.03M
Legal & general group158.10K0.68%$1.53M
Basso capital management120.14K0.52%$1.16M
Raymond james & associates94.89K0.41%$1.16M
Gables capital management83.11K0.36%$804.47K
Blackrock funding, inc. /de74.36K0.32%$719.78K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Basso capital management120.14K1.01%$1.16M
Sound income strategies965.30K0.58%$9.34M
Gables capital management83.11K0.39%$804.47K
Bard associates25.27K0.09%$256.81K
Powell investment advisors11.06K0.05%$111.32K
Dimension capital management28.34K0.04%$274.30K
Advisors asset management165.42K0.03%$1.60M
Norden group11.00K0.01%$106.48K
Two sigma advisers, lp319.65K0.01%$3.09M
Ronald blue trust47.00K0.01%$543.79K

Top Buyers

HolderShares% AssetsChange
Sound income strategies965.30K0.58%70.23K
Raymond james financial42.02K0.00%42.02K
Two sigma investments, lp211.79K0.00%34.57K
Susquehanna group, llp44.13K0.00%31.81K
Schonfeld strategic advisors37.30K0.00%25.20K

Top Sellers

HolderShares% AssetsChange
Millennium management---129.98K
Independent advisor alliance---75.92K
Virtus etf advisers---49.13K
Quadrature capital---46.56K
Marshall wace, llp---41.51K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial42.02K0.00%42.02K$406.80K
Snowden capital advisors10.00K0.00%10.00K$100.65K
Soa wealth advisors, llc.27.00-27.00$261.00

Sold Out

HolderChange
Fmr-1.00
Ifp advisors-2.00
Principal securities-11.00
Simplex trading-229.00
Synergy asset management-248.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202553-15.87%3,423,594-2.93%-0.01%18-43.75%2110.53%
Dec 31, 20246312.50%3,526,9688.25%157.72%3245.45%19-24.00%
Sep 30, 202455-14.06%3,256,307-10.78%145.68%22-46.34%24200.00%
Jun 30, 20246412.28%3,649,77121.77%159.44%4151.85%8-42.86%
Mar 31, 202457-6.56%2,997,318-1.83%127.47%27-12.90%14-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Alternative Credit Income I207.33K0.89%-
Virtus Private Credit ETF119.18K0.51%-
iShares Listed Private Eq ETF USD Dist105.16K0.45%-
Sound Enhanced Fixed Income ETF50.02K0.22%-
BankInvest Børsnoterede Alt. Akk. W41.82K0.18%1.32K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ37.99K0.16%893.00
Micro Cap Value Equity9.90K0.04%-
FlexShares® Listed Priv Eq ETF USD Acc8.03K0.03%-
Mediobanca SICAV PE Strat C8.00K0.03%-
Sun Life CC&L Group Income & Growth Seg4.52K0.02%4.52K

Recent Insider Transactions

DateNameRoleActivityValue
Apr 08, 2025BOLDUC JOHN-Buy$708.80
Apr 08, 2025BOLDUC JOHN-Buy$99.23K
Apr 08, 2025BOLDUC JOHN-Buy$708.80
Apr 08, 2025BOLDUC JOHN-Buy$99.23K
Aug 13, 2024BOLDUC JOHN-Buy$26.89K

Insider Transactions Trends

DateBuySell
2025 Q24-
2024 Q34-
2024 Q2-2
2023 Q213-
2023 Q14-

WHF Ownership FAQ

Who Owns WhiteHorse Finance?

WhiteHorse Finance shareholders are primarily institutional investors at 0.01%, followed by 4.38% insiders and 95.61% retail investors. The average institutional ownership in WhiteHorse Finance's industry, Asset Management Stocks, is 31.89%, 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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