WhiteHorse Finance Ownership | Who Owns WhiteHorse Finance?
WhiteHorse Finance Ownership Summary
WhiteHorse Finance is owned by 15.50% institutional investors, 3.90% insiders, and 80.60% retail investors. Ethos financial group is the largest institutional shareholder, holding 3.51% of WHF shares. Alternative Credit Income I is the top mutual fund, with 0.50% of its assets in WhiteHorse Finance shares.
WHF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WhiteHorse Finance | 15.50% | 3.90% | 80.60% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Asset Management Stocks | 47.61% | 11.70% | 40.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Ethos financial group | 757.58K | 3.51% | $5.30M |
| Two sigma investments, lp | 435.57K | 1.88% | $3.22M |
| Two sigma advisers, lp | 315.85K | 1.36% | $2.19M |
| Castleknight management lp | 292.46K | 1.26% | $2.16M |
| Lsv asset management | 206.81K | 0.96% | $1.45M |
| Legal & general group | 169.07K | 0.73% | $1.25M |
| Raymond james financial | 117.69K | 0.55% | $822.62K |
| Bank of montreal /can/ | 114.84K | 0.53% | $802.75K |
| Ronald blue trust | 95.60K | 0.41% | $707.44K |
| Raymond james & associates | 94.89K | 0.41% | $1.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Closed-end fund advisors | 45.00K | 0.33% | $314.52K |
| Ethos financial group | 757.58K | 0.28% | $5.30M |
| Gables capital management | 42.42K | 0.11% | $296.52K |
| Arlington capital management | 26.44K | 0.11% | $184.81K |
| Basso capital management | 52.50K | 0.08% | $366.98K |
| Virtus investment advisers | 39.38K | 0.06% | $275.27K |
| Castleknight management lp | 292.46K | 0.04% | $2.16M |
| Powell investment advisors | 12.03K | 0.03% | $92.17K |
| Dimension capital management | 28.34K | 0.03% | $209.69K |
| Northstar advisory group | 12.21K | 0.03% | $85.38K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ethos financial group | 757.58K | 0.28% | 397.05K |
| Lsv asset management | 206.81K | 0.00% | 196.91K |
| Two sigma investments, lp | 435.57K | 0.00% | 178.05K |
| Marshall wace, llp | 76.27K | 0.00% | 76.27K |
| Trexquant investment lp | 67.49K | 0.00% | 51.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | - | - | -129.98K |
| Independent advisor alliance | - | - | -75.92K |
| Victory capital management | - | - | -63.29K |
| Advisors asset management | - | - | -60.82K |
| Squarepoint ops | - | - | -60.08K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Arlington capital management | 26.44K | 0.11% | 26.44K | $184.81K |
| Vident advisory | 23.24K | 0.00% | 23.24K | $172.00K |
| Ritholtz wealth management | 17.56K | 0.00% | 17.56K | $122.74K |
| Jane street group | 10.96K | - | 10.96K | $76.61K |
| Tcg advisory services | 10.81K | 0.00% | 10.81K | $74.81K |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Ifp advisors | -2.00 |
| Pmv capital advisers | -4.00 |
| Allworth financial lp | -5.00 |
| Principal securities | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 51 | 2.00% | 3,344,233 | -2.01% | 15 | 6.54% | 24 | -4.00% | 17 | 54.55% |
| Mar 31, 2026 | 49 | -16.95% | 3,227,907 | -11.13% | 13 | 5.70% | 25 | -19.35% | 11 | -38.89% |
| Dec 31, 2025 | 13 | -73.47% | 599,500 | -81.83% | 2 | 1.28% | 8 | -73.33% | 5 | -54.55% |
| Sep 30, 2025 | 12 | -75.00% | 1,385,142 | -57.30% | 5 | 3.06% | 5 | -78.26% | 4 | -66.67% |
| Jun 30, 2025 | 16 | -69.81% | 1,456,273 | -57.46% | 6 | 2.89% | 8 | -57.89% | 3 | -85.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Alternative Credit Income I | 107.33K | 0.50% | - |
| Alternative Credit Income LoC1 | 107.33K | 0.50% | - |
| iShares Listed Private Eq ETF USD Dist | 57.74K | 0.27% | - |
| Sound Enhanced Fixed Income ETF | 52.79K | 0.23% | - |
| Virtus Private Credit ETF | 40.36K | 0.19% | 978.00 |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 40.34K | 0.19% | 1.19K |
| Victory Pioneer Multi-Asset Income Y | 37.31K | 0.17% | 37.31K |
| FID DC L&G Diversified Fund | 30.50K | 0.14% | -1.99K |
| BankInvest Børsnoterede Alt. Akk. W | 24.72K | 0.12% | -23.77K |
| Kingsbarn Dividend Opportunity ETF | 24.28K | 0.11% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 18, 2026 | BOLDUC JOHN | - | Buy | $49.91K |
| Jun 18, 2026 | BOLDUC JOHN | - | Buy | $49.91K |
| Jun 15, 2026 | Aronson Stuart D | Chief Executive Officer | Buy | $96.15K |
| Jun 04, 2026 | BOLDUC JOHN | - | Buy | $24.56K |
| Jun 05, 2026 | BOLDUC JOHN | - | Buy | $24.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 22 | - |
| 2026 Q1 | 13 | - |
| 2025 Q4 | 15 | 1 |
| 2025 Q2 | 4 | - |
| 2024 Q3 | 4 | - |
WHF Ownership FAQ
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