WhiteHorse Finance Ownership | Who Owns WhiteHorse Finance?


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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


TypeName% Inst% Insiders% Retail
StockWhiteHorse Finance15.17%21.58%63.25%
SectorFinancial Services Stocks 40.08%14.24%45.69%
IndustryAsset Management Stocks33.65%9.09%57.26%

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
Millennium management129.98K0.56%$1.26M
Basso capital management120.14K0.52%$1.16M
Raymond james & associates94.89K0.41%$1.16M
Gables capital management83.11K0.36%$804.47K

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
Virtus etf advisers49.13K0.19%$475.57K
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
Virtu financial26.11K0.01%$253.00K
Norden group11.00K0.01%$106.48K

Top Buyers

HolderShares% AssetsChange
Millennium management129.98K0.00%82.26K
Independent advisor alliance75.92K0.01%75.92K
Sound income strategies965.30K0.58%70.23K
Raymond james financial42.02K0.00%42.02K
Two sigma investments, lp211.79K0.00%34.57K

Top Sellers

HolderShares% AssetsChange
Quadrature capital---46.56K
Atria wealth solutions25.77K0.00%-39.40K
Marshall wace, llp41.51K0.00%-35.02K
Sanders morris harris---32.24K
Virtus etf advisers49.13K0.19%-27.75K

New Positions

HolderShares% AssetsChangeValue
Independent advisor alliance75.92K0.01%75.92K$734.95K
Raymond james financial42.02K0.00%42.02K$406.80K
Jane street group24.92K0.00%24.92K$241.24K
Snowden capital advisors10.00K0.00%10.00K$100.65K
Synergy asset management248.000.00%248.00$2.87K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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-
Dec 31, 2023618.93%3,053,3445.63%138.49%313.33%1440.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Alternative Credit Income I207.33K0.89%-
iShares Listed Private Eq ETF USD Dist88.01K0.38%-
Virtus Private Credit ETF58.67K0.25%100.00
Sound Enhanced Fixed Income ETF49.46K0.21%-
BankInvest Børsnoterede Alt. Akk. W40.50K0.17%1.20K
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ37.10K0.16%1.23K
Micro Cap Value Equity9.90K0.04%-
Mediobanca SICAV PE Strat C8.00K0.03%7.49K
FlexShares® Listed Priv Eq ETF USD Acc6.99K0.03%-
Sun Life CC&L Group Income & Growth Seg4.52K0.02%4.52K

Recent Insider Transactions


DateNameRoleActivityValue
Aug 13, 2024BOLDUC JOHN-Buy$27.36K
Aug 13, 2024BOLDUC JOHN-Buy$26.89K
Aug 12, 2024BOLDUC JOHN-Buy$72.98K
Aug 12, 2024BOLDUC JOHN-Buy$72.51K
May 29, 2024MNAYMNEH SAMI-Sell$12.15M

Insider Transactions Trends


DateBuySell
2024 Q34-
2024 Q2-2
2023 Q213-
2023 Q14-
2022 Q416-

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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