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WhiteHorse Finance Ownership | Who Owns WhiteHorse Finance?

OverviewForecastRevenueFinancialsChartTranscripts

WhiteHorse Finance Ownership Summary

WhiteHorse Finance is owned by 5.96% institutional investors, 4.48% insiders, and 89.56% retail investors. Sound income strategies is the largest institutional shareholder, holding 3.69% of WHF shares. Alternative Credit Income I is the top mutual fund, with 0.46% of its assets in WhiteHorse Finance shares.

WHF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockWhiteHorse Finance5.96%4.48%89.56%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryAsset Management Stocks33.74%8.99%57.26%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Sound income strategies857.98K3.69%$5.73M
Two sigma advisers, lp315.85K1.36%$2.19M
Two sigma investments, lp231.14K0.99%$1.60M
Ethos financial group222.45K0.96%$1.54M
Legal & general group140.25K0.60%$970.53K
Blackrock funding, inc. /de139.14K0.60%$962.86K
Basso capital management115.14K0.50%$796.75K
Bank of montreal /can/114.84K0.49%$794.71K
Raymond james & associates94.89K0.41%$1.16M
Ronald blue trust75.44K0.32%$522.02K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Basso capital management115.14K0.53%$796.75K
Sound income strategies857.98K0.31%$5.73M
Gables capital management55.91K0.17%$386.91K
Virtus investment advisers65.20K0.13%$451.16K
Ethos financial group222.45K0.12%$1.54M
Bard associates17.74K0.03%$129.29K
Northstar advisory group10.44K0.03%$72.24K
Powell investment advisors11.06K0.03%$80.79M
Dimension capital management28.34K0.03%$196.09K
Advisors asset management68.64K0.01%$474.97K

Top Buyers

HolderShares% AssetsChange
Bank of montreal /can/114.84K0.00%114.84K
Two sigma investments, lp231.14K0.00%49.89K
Blackrock funding, inc. /de139.14K-33.70K
Susquehanna group, llp44.13K0.00%31.81K
Lpl financial46.60K0.00%24.05K

Top Sellers

HolderShares% AssetsChange
Millennium management---129.98K
Sound income strategies857.98K0.31%-84.09K
Independent advisor alliance---75.92K
Squarepoint ops---60.08K
Virtus etf advisers---49.13K

New Positions

HolderShares% AssetsChangeValue
Bank of montreal /can/114.84K0.00%114.84K$794.71K
Marex group21.50K0.00%21.50K$148.78K
Hrt financial lp17.11K0.00%17.11K$118.00K
Tcg advisory services10.81K0.00%10.81K$74.81K
Farther finance advisors1.24K0.00%1.24K$8.54K

Sold Out

HolderChange
Fmr-1.00
Ifp advisors-2.00
Principal securities-11.00
Soa wealth advisors, llc.-27.00
Group one trading-100.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202512-75.00%1,385,142-57.30%53.06%5-78.26%4-66.67%
Jun 30, 202516-69.81%1,456,273-57.46%62.89%8-57.89%3-85.00%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Alternative Credit Income I107.33K0.46%-
iShares Listed Private Eq ETF USD Dist104.60K0.45%-
Virtus Private Credit ETF58.26K0.25%-
Sound Enhanced Fixed Income ETF52.79K0.23%-
BankInvest Børsnoterede Alt. Akk. W48.49K0.21%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ45.81K0.20%7.82K
FID DC L&G Diversified Fund42.35K0.18%42.35K
Micro Cap Value Equity9.90K0.04%-
FlexShares® Listed Priv Eq ETF USD Acc7.95K0.03%-
Mediobanca SICAV PE Strat C7.16K0.03%-840.00

Recent Insider Transactions

DateNameRoleActivityValue
Nov 12, 2025Volpe John Paul-Buy$6.95K
Nov 12, 2025Aronson Stuart D Chief Executive OfficerBuy$96.88K
Nov 13, 2025BOLDUC JOHN-Buy$33.76K
Nov 14, 2025BOLDUC JOHN-Buy$48.85K
Nov 14, 2025BOLDUC JOHN-Buy$48.78K

Insider Transactions Trends

DateBuySell
2025 Q47-
2025 Q24-
2024 Q34-
2024 Q2-2
2023 Q213-

WHF Ownership FAQ

Who Owns WhiteHorse Finance?

WhiteHorse Finance shareholders are primarily institutional investors at 5.96%, followed by 4.48% insiders and 89.56% retail investors. The average institutional ownership in WhiteHorse Finance's industry, Asset Management Stocks, is 33.74%, which WhiteHorse Finance falls below.

Who owns the most shares of WhiteHorse Finance?

WhiteHorse Finance’s largest shareholders are Sound income strategies (857.98K shares, 3.69%), Two sigma advisers, lp (315.85K shares, 1.36%), and Two sigma investments, lp (231.14K shares, 0.99%). Together, they hold 6.04% 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 0.53% of its assets in 115.14K WhiteHorse Finance shares, valued at 796.76K$.

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 0.46% of its total shares outstanding invested in 107.33K WhiteHorse Finance shares.

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