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WhiteHorse Finance Ownership | Who Owns WhiteHorse Finance?

OverviewForecastRevenueFinancialsChartTranscripts

WhiteHorse Finance Ownership Summary

WhiteHorse Finance is owned by 6.27% institutional investors, 4.48% insiders, and 89.25% retail investors. Sound income strategies is the largest institutional shareholder, holding 4.05% 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 Finance6.27%4.48%89.25%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryAsset Management Stocks50.65%9.51%39.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Sound income strategies942.07K4.05%$8.21M
Two sigma advisers, lp319.65K1.38%$3.09M
Two sigma investments, lp211.79K0.91%$2.05M
Ethos financial group205.67K0.88%$1.79M
Morgan stanley165.09K0.71%$2.03M
Legal & general group158.10K0.68%$1.53M
Basso capital management120.14K0.52%$1.05M
Blackrock funding, inc. /de105.44K0.45%$919.43K
Raymond james & associates94.89K0.41%$1.16M
Blackrock73.89K0.32%$906.65K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Basso capital management120.14K0.78%$1.05M
Sound income strategies942.07K0.47%$8.21M
Gables capital management64.08K0.26%$558.79K
Virtus investment advisers58.26K0.17%$507.99K
Ethos financial group205.67K0.15%$1.79M
Bard associates24.07K0.07%$218.85K
Northstar advisory group10.02K0.04%$87.35K
Dimension capital management28.34K0.04%$247.10K
Oxford asset management llp12.06K0.04%$105.15K
Powell investment advisors11.06K0.04%$100.70K

Top Buyers

HolderShares% AssetsChange
Marshall wace, llp42.24K0.00%42.24K
Two sigma investments, lp211.79K0.00%34.57K
Susquehanna group, llp44.13K0.00%31.81K
Blackrock funding, inc. /de105.44K-26.81K
Two sigma advisers, lp319.65K0.01%25.00K

Top Sellers

HolderShares% AssetsChange
Millennium management---129.98K
Advisors asset management69.86K0.01%-94.12K
Independent advisor alliance---75.92K
Virtus investment advisers58.26K0.17%-74.77K
Sound income strategies942.07K0.47%-71.31K

New Positions

HolderShares% AssetsChangeValue
Oxford asset management llp12.06K0.04%12.06K$105.15K
Northstar advisory group10.02K0.04%10.02K$87.35K
First horizon advisors148.00-148.00$1.29K

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 %
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%
Jun 30, 20246412.28%3,649,77121.77%159.44%4151.85%8-42.86%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Alternative Credit Income I107.33K0.46%-100.00K
iShares Listed Private Eq ETF USD Dist106.27K0.46%-
Virtus Private Credit ETF58.26K0.25%-
Sound Enhanced Fixed Income ETF52.23K0.22%-
BankInvest Børsnoterede Alt. Akk. W48.49K0.21%5.71K
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 Acc7.93K0.03%-97.00
Mediobanca SICAV PE Strat C7.16K0.03%-840.00

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 6.27%, followed by 4.48% insiders and 89.25% retail investors. The average institutional ownership in WhiteHorse Finance's industry, Asset Management Stocks, is 50.65%, which WhiteHorse Finance falls below.

Who owns the most shares of WhiteHorse Finance?

WhiteHorse Finance’s largest shareholders are Sound income strategies (942.07K shares, 4.05%), Two sigma advisers, lp (319.65K shares, 1.38%), and Two sigma investments, lp (211.79K shares, 0.91%). Together, they hold 6.34% of WhiteHorse Finance’s total shares outstanding.

Does Blackrock own WhiteHorse Finance?

Yes, BlackRock owns 0.32% of WhiteHorse Finance, totaling 73.89K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 906.66K$. In the last quarter, BlackRock decreased its holdings by -1.98K shares, a -2.61% change.

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 0.78% of its assets in 120.14K WhiteHorse Finance shares, valued at 1.05M$.

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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