WhiteHorse Finance Ownership | Who Owns WhiteHorse Finance?

Overview Forecast RevenueFinancials Chart Transcripts

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 3.69% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	WhiteHorse Finance	6.27%	4.48%	89.25%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Asset Management Stocks	51.84%	9.46%	38.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Sound income strategies	857.98K	3.69%	$5.73M
Two sigma advisers, lp	319.65K	1.38%	$3.09M
Ethos financial group	222.45K	0.96%	$1.54M
Two sigma investments, lp	211.79K	0.91%	$2.05M
Morgan stanley	165.09K	0.71%	$2.03M
Legal & general group	158.10K	0.68%	$1.53M
Basso capital management	120.14K	0.52%	$1.05M
Blackrock funding, inc. /de	105.44K	0.45%	$919.43K
Raymond james & associates	94.89K	0.41%	$1.16M
Ronald blue trust	75.44K	0.32%	$522.02K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Basso capital management	120.14K	0.78%	$1.05M
Sound income strategies	857.98K	0.31%	$5.73M
Gables capital management	64.08K	0.26%	$558.79K
Virtus investment advisers	58.26K	0.17%	$507.99K
Ethos financial group	222.45K	0.12%	$1.54M
Bard associates	24.07K	0.07%	$218.85K
Northstar advisory group	10.02K	0.04%	$87.35K
Dimension capital management	28.34K	0.04%	$247.10K
Oxford asset management llp	12.06K	0.04%	$105.15K
Powell investment advisors	11.06K	0.04%	$100.70K

Top Buyers

Holder	Shares	% Assets	Change
Marshall wace, llp	42.24K	0.00%	42.24K
Two sigma investments, lp	211.79K	0.00%	34.57K
Susquehanna group, llp	44.13K	0.00%	31.81K
Blackrock funding, inc. /de	105.44K	-	26.81K
Two sigma advisers, lp	319.65K	0.01%	25.00K

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	-	-	-129.98K
Advisors asset management	69.86K	0.01%	-94.12K
Sound income strategies	857.98K	0.31%	-84.09K
Independent advisor alliance	-	-	-75.92K
Virtus investment advisers	58.26K	0.17%	-74.77K

New Positions

Holder	Shares	% Assets	Change	Value
Oxford asset management llp	12.06K	0.04%	12.06K	$105.15K
Northstar advisory group	10.02K	0.04%	10.02K	$87.35K
Farther finance advisors	1.24K	0.00%	1.24K	$8.54K
First horizon advisors	148.00	-	148.00	$1.29K

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Alternative Credit Income I	107.33K	0.46%	-
iShares Listed Private Eq ETF USD Dist	104.60K	0.45%	-
Virtus Private Credit ETF	58.26K	0.25%	-
Sound Enhanced Fixed Income ETF	52.79K	0.23%	-
BankInvest Børsnoterede Alt. Akk. W	48.49K	0.21%	-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ	45.81K	0.20%	7.82K
FID DC L&G Diversified Fund	42.35K	0.18%	42.35K
Micro Cap Value Equity	9.90K	0.04%	-
FlexShares® Listed Priv Eq ETF USD Acc	7.95K	0.03%	-
Mediobanca SICAV PE Strat C	7.16K	0.03%	-840.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 08, 2025	BOLDUC JOHN	-	Buy	$708.80
Apr 08, 2025	BOLDUC JOHN	-	Buy	$99.23K
Apr 08, 2025	BOLDUC JOHN	-	Buy	$708.80
Apr 08, 2025	BOLDUC JOHN	-	Buy	$99.23K
Aug 13, 2024	BOLDUC JOHN	-	Buy	$26.89K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	4	-
2024 Q3	4	-
2024 Q2	-	2
2023 Q2	13	-
2023 Q1	4	-

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 51.84%, which WhiteHorse Finance falls below.

Who owns the most shares of WhiteHorse Finance?

WhiteHorse Finance’s largest shareholders are Sound income strategies (857.98K shares, 3.69%), Two sigma advisers, lp (319.65K shares, 1.38%), and Ethos financial group (222.45K shares, 0.96%). Together, they hold 6.02% 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 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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