WhiteHorse Finance Ownership | Who Owns WhiteHorse Finance?
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
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