WhiteHorse Finance Ownership | Who Owns WhiteHorse Finance?
WhiteHorse Finance Ownership Summary
WhiteHorse Finance is owned by 2.58% institutional investors, 4.62% insiders, and 92.80% retail investors. Two sigma advisers, lp is the largest institutional shareholder, holding 1.36% of WHF shares. Alternative Credit Income I is the top mutual fund, with 0.48% of its assets in WhiteHorse Finance shares.
WHF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WhiteHorse Finance | 2.58% | 4.62% | 92.80% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 45.25% | 8.61% | 46.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Two sigma advisers, lp | 315.85K | 1.36% | $2.19M |
| Ethos financial group | 243.94K | 1.05% | $1.70M |
| Two sigma investments, lp | 231.14K | 0.99% | $1.60M |
| Legal & general group | 169.07K | 0.73% | $1.25M |
| Blackrock funding, inc. /de | 128.01K | 0.55% | $889.66K |
| Basso capital management | 115.14K | 0.50% | $796.75K |
| Bank of montreal /can/ | 114.84K | 0.49% | $798.15K |
| Ronald blue trust | 95.60K | 0.41% | $707.44K |
| Raymond james & associates | 94.89K | 0.41% | $1.16M |
| Blackrock | 73.89K | 0.32% | $906.65K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Basso capital management | 115.14K | 0.53% | $796.75K |
| Gables capital management | 50.97K | 0.16% | $377.21K |
| Virtus investment advisers | 65.20K | 0.13% | $451.16K |
| Ethos financial group | 243.94K | 0.12% | $1.70M |
| Powell investment advisors | 12.03K | 0.03% | $92.17K |
| Northstar advisory group | 11.40K | 0.03% | $84.33K |
| Dimension capital management | 28.34K | 0.03% | $196.09K |
| Sound income strategies | 72.81K | 0.03% | $517.69K |
| Ronald blue trust | 95.60K | 0.01% | $707.44K |
| Norden group | 11.00K | 0.01% | $81.40K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | 231.14K | 0.00% | 49.89K |
| Susquehanna group, llp | 44.13K | 0.00% | 31.81K |
| Morgan stanley | 27.62K | - | 19.94K |
| D. e. shaw | 15.91K | 0.00% | 15.91K |
| O'shaughnessy asset management | 12.66K | 0.00% | 12.66K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | - | - | -133.72K |
| Millennium management | - | - | -129.98K |
| Independent advisor alliance | - | - | -75.92K |
| Marshall wace, llp | - | - | -65.85K |
| Squarepoint ops | - | - | -60.08K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| O'shaughnessy asset management | 12.66K | 0.00% | 12.66K | $88.00K |
| Tcg advisory services | 10.81K | 0.00% | 10.81K | $74.81K |
| Simplex trading | 1.51K | - | 1.51K | $10.49K |
| Rockefeller capital management | 1.10K | - | 1.10K | $7.61K |
| Group one trading | 1.10K | - | 1.10K | $7.64K |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -1.00 |
| Ifp advisors | -2.00 |
| Principal securities | -11.00 |
| Delta asset management llc/tn | -15.00 |
| Soa wealth advisors, llc. | -27.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 53 | -15.87% | 3,423,594 | -2.93% | - | 0.01% | 18 | -43.75% | 21 | 10.53% |
| Dec 31, 2024 | 63 | 12.50% | 3,526,968 | 8.25% | 15 | 7.72% | 32 | 45.45% | 19 | -24.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Alternative Credit Income I | 107.33K | 0.48% | -217.63K |
| iShares Listed Private Eq ETF USD Dist | 72.98K | 0.33% | - |
| Virtus Private Credit ETF | 51.41K | 0.24% | -1.31K |
| Sound Enhanced Fixed Income ETF | 52.79K | 0.23% | - |
| BankInvest Børsnoterede Alt. Akk. W | 48.49K | 0.22% | - |
| FID DC L&G Diversified Fund | 42.35K | 0.18% | 42.35K |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 39.15K | 0.18% | 1.87K |
| Amundi Fds Inc Opps I2 USD C | 23.68K | 0.11% | 23.68K |
| Kingsbarn Dividend Opportunity ETF | 23.24K | 0.10% | - |
| Micro Cap Value Equity | 9.90K | 0.04% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 23, 2026 | Aronson Stuart D | Chief Executive Officer | Buy | $55.60K |
| Mar 20, 2026 | Aronson Stuart D | Chief Executive Officer | Buy | $35.50K |
| Mar 13, 2026 | Volpe John Paul | - | Buy | $7.18K |
| Mar 16, 2026 | BOLDUC JOHN | - | Buy | $29.91K |
| Mar 16, 2026 | BOLDUC JOHN | - | Buy | $29.87K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 13 | - |
| 2025 Q4 | 15 | 1 |
| 2025 Q2 | 4 | - |
| 2024 Q3 | 4 | - |
| 2024 Q2 | - | 2 |
WHF Ownership FAQ
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