Who owns WhiteHorse Finance, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of WHF from SEC Form 13F filings across 39 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 39 institutions disclosed 2.9M shares of WhiteHorse Finance, Inc. worth $18.9M — about 13.6% of shares outstanding; the largest disclosed holder is Lalia Capital, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
39
13F holders
$18.9M
value, 2026 filers
13.6%
of shares outstanding (2.9M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of WHF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Lalia Capital, LLC | 712,769 | $4.8M | 2.3% | 3.3% | +3.4% |
| 2 | TWO SIGMA INVESTMENTS, LP | 430,600 | $2.9M | 0.0% | 2% | -1.1% |
| 3 | Ethos Financial Group, LLC | 360,532 | $2.4M | 0.2% | 1.7% | +47.8% |
| 4 | BANK OF AMERICA CORP /DE/ | 185,006 | $1.2M | 0.0% | 0.9% | 0.0% |
| 5 | Legal & General Group Plc | 174,879 | $1.2M | 0.0% | 0.8% | +3.4% |
| 6 | BANK OF MONTREAL /CAN/ | 114,842 | $769,441 | 0.0% | 0.5% | 0.0% |
| 7 | RAYMOND JAMES FINANCIAL INC | 105,501 | $706,858 | 0.0% | 0.5% | +370.4% |
| 8 | Blue Trust, Inc. | 95,601 | $640,523 | 0.0% | 0.4% | 0.0% |
| 9 | Cambridge Investment Research Advisors, Inc. | 91,218 | $612 | 0.0% | 0.4% | +93.4% |
| 10 | LPL Financial LLC | 75,986 | $509,105 | 0.0% | 0.4% | +8.9% |
| 11 | BlackRock, Inc. | 71,135 | $476,605 | 0.0% | 0.3% | -2.5% |
| 12 | Sound Income Strategies, LLC | 70,994 | $475,662 | 0.0% | 0.3% | -2.5% |
| 13 | UBS Group AG | 57,392 | $384,526 | 0.0% | 0.3% | +82.0% |
| 14 | MARSHALL WACE, LLP | 55,073 | $368,990 | 0.0% | 0.3% | -27.8% |
| 15 | BASSO CAPITAL MANAGEMENT, L.P. | 52,500 | $351,750 | 0.1% | 0.2% | -12.5% |
| 16 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 44,403 | $297,500 | 0.0% | 0.2% | +162.8% |
| 17 | GABLES CAPITAL MANAGEMENT INC. | 43,865 | $293,896 | 0.1% | 0.2% | -13.9% |
| 18 | Snowden Capital Advisors LLC | 30,473 | $211,787 | 0.0% | 0.1% | +4.3% |
| 19 | Vident Advisory, LLC | 24,281 | $162,683 | 0.0% | 0.1% | +4.5% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,208 | $148,794 | 0.0% | 0.1% | -41.4% |
| 21 | NOMURA HOLDINGS INCNEW | 20,000 | $134,000 | 0.0% | 0.1% | new |
| 22 | Stonebridge Financial Group, LLC/CANEW | 18,915 | $131 | 0.0% | 0.1% | new |
| 23 | NewEdge Wealth, LLC | 17,408 | $116,632 | 0.0% | 0.1% | +3.6% |
| 24 | Powell Investment Advisors, LLC | 12,033 | $83,629 | 0.0% | 0.1% | 0.0% |
| 25 | Northstar Advisory Group, LLC | 11,777 | $78,908 | 0.0% | 0.1% | +3.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.