WhiteHorse Finance, Inc. (WHF) Ownership
WHF ownership summary
as of October 18, 2026- Institutions
- 35.4% of shares outstanding
- Insiders
- 3.90% of shares outstanding
- Shares outstanding
- 21.5M
- Float
- 0 shares available to trade
- Short interest
- 2.46% 411K shares short
- Days to cover
- 4.13 short interest up 57.0% vs prior month
- Institutions 35.38%
- Insiders 3.90%
- Other investors 60.72%
WHF top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Lalia Capital, LLC | 3.32% | 713K | $5.4M | +23,664 (+3.4%) | June 30, 2026 |
| 2 | Two Sigma Investments LLC | 2.00% | 431K | $3.3M | −4,972 (−1.1%) | June 30, 2026 |
| 3 | Ethos Financial Group LLC | 1.68% | 361K | $2.7M | +116,592 (+47.8%) | June 30, 2026 |
| 4 | CastleKnight Management LP | 0.96% | 206K | $1.6M | −86,800 (−29.7%) | June 30, 2026 |
| 5 | Bank of America Corp | 0.86% | 185K | $1.4M | +2 (+0.0%) | June 30, 2026 |
| 6 | Legal & General Group PLC | 0.81% | 175K | $1.3M | +5,805 (+3.4%) | June 30, 2026 |
| 7 | Bank of Montreal | 0.53% | 115K | $868,206 | — | June 30, 2026 |
| 8 | BMO Capital Markets Corp. | 0.53% | 115K | $868,206 | — | June 30, 2026 |
| 9 | Ronald Blue Trust, Inc. | 0.45% | 96K | $722,744 | — | June 30, 2026 |
| 10 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 0.42% | 91K | $689,608 | +44,049 (+93.4%) | June 30, 2026 |
| 11 | Trexquant Investment LP | 0.42% | 91K | $684,422 | +23,046 (+34.1%) | June 30, 2026 |
| 12 | LPL Financial Corp | 0.35% | 76K | $574,454 | +6,221 (+8.9%) | June 30, 2026 |
| 13 | BlackRock Inc | 0.33% | 71K | $537,781 | −1,811 (−2.5%) | June 30, 2026 |
| 14 | Sound Income Strategies | 0.33% | 71K | $536,715 | −1,817 (−2.5%) | June 30, 2026 |
| 15 | UBS Group AG | 0.27% | 57K | $433,884 | +25,857 (+82.0%) | June 30, 2026 |
| 16 | Marshall Wace Asset Management Ltd | 0.26% | 55K | $416,352 | −21,193 (−27.8%) | June 30, 2026 |
| 17 | Basso Capital Management LP | 0.24% | 52K | $396,900 | −7,500 (−12.5%) | June 30, 2026 |
| 18 | Closed-end Fund Advisors INC. | 0.21% | 45K | $340,170 | +175 (+0.4%) | June 30, 2026 |
| 19 | O'Shaughnessy Asset Management LLC | 0.21% | 44K | $335,687 | +27,505 (+162.8%) | June 30, 2026 |
| 20 | Gables Capital Management Inc | 0.20% | 44K | $331,619 | −7,109 (−13.9%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 10 holders added 273K shares and 7 cut 131K.
WHF top mutual fund and ETF holders
9 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Alternative Credit Income I | 0.50% | 107K | $811,400 | — | August 31, 2026 |
| 2 | iShares Listed Private Eq ETF USD Dist | 0.28% | 59K | $448,028 | — | September 30, 2026 |
| 3 | BankInvest Børsnoterede Alt. Akk. W | 0.23% | 48K | $366,562 | — | March 31, 2026 |
| 4 | Virtus Private Credit ETF | 0.18% | 39K | $297,713 | — | September 30, 2026 |
| 5 | FID DC L&G Diversified Fund | 0.14% | 31K | $230,618 | −1,991 (−6.1%) | August 31, 2026 |
| 6 | FID DC L&G Retirement Income MA Fund | 0.04% | 8,092 | $61,176 | +711 (+9.6%) | September 30, 2026 |
| 7 | Mediobanca SICAV PE Strat C | 0.03% | 7,160 | $54,130 | — | August 31, 2026 |
| 8 | Counsel Global Listed Private Eq Pl A | <0.01% | 613 | $4,634 | — | July 31, 2026 |
| 9 | FID DC L&G Multi Asset Fund | <0.01% | 419 | $3,168 | −40 (−8.7%) | June 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
WHF insider transactions
latest 17| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-23 | Stuart D Aronson | Buy | $6.95 | 8,000 | $55,600 |
| 2026-03-20 | Stuart D Aronson | Buy | $7.10 | 5,000 | $35,500 |
| 2026-03-16 | John Bolduc | Buy | $7.12 | 8,390 | $59,737 |
| 2026-03-13 | John Paul Volpe | Buy | $7.18 | 1,000 | $7,180 |
| 2026-03-12 | John Bolduc | Buy | $7.14 | 8,390 | $59,905 |
| 2026-03-06 | John Bolduc | Buy | $7.25 | 8,276 | $60,001 |
| 2026-03-05 | John Bolduc | Buy | $7.12 | 8,392 | $59,751 |
| 2025-12-24 | Joyson Thomas | Buy | $7.01 | 4,502 | $31,559 |
| 2025-12-24 | John Bolduc | Buy | $6.99 | 8,974 | $62,728 |
| 2025-12-23 | John Bolduc | Buy | $7.00 | 14,200 | $99,400 |
| 2025-12-23 | John Paul Volpe | Sell | $6.82 | 1,000 | $6,820 |
| 2025-12-23 | Stuart D Aronson | Buy | $6.80 | 7,000 | $47,600 |
| 2025-12-22 | Stuart D Aronson | Buy | $6.90 | 10,000 | $69,000 |
| 2025-11-14 | John Bolduc | Buy | $6.88 | 14,200 | $97,696 |
| 2025-11-13 | John Bolduc | Buy | $6.90 | 14,100 | $97,290 |
| 2025-11-12 | John Paul Volpe | Buy | $6.95 | 1,000 | $6,950 |
| 2025-11-12 | Stuart D Aronson | Buy | $6.92 | 14,000 | $96,880 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
WHF shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns WHF
Institutional investors own 35.4% of WhiteHorse Finance's shares and insiders 3.90%. The largest holder is Lalia Capital, LLC with 3.32% of the shares (713K), as of June 30, 2026. Among the top 20 institutions, 10 added shares and 7 reduced their stake in the latest filings. Short interest is 2.46% of the float, or 4.13 days of average trading volume. The share count rose 54.7% since 2014.
Related: WHF analyst forecast, WHF key metrics, WHF dividend history. See the WHF stock overview for the latest quote and news.
WHF ownership FAQ
Who owns the most WhiteHorse Finance stock?
The largest shareholders of WhiteHorse Finance are Lalia Capital, LLC (3.32%), Two Sigma Investments LLC (2.00%), Ethos Financial Group LLC (1.68%), CastleKnight Management LP (0.96%), Bank of America Corp (0.86%).
What percentage of WhiteHorse Finance is owned by institutions?
Institutions hold 35.4% of WhiteHorse Finance's shares outstanding; insiders hold 3.90%.
Which funds own WhiteHorse Finance?
The largest fund holders of WhiteHorse Finance are Alternative Credit Income I (0.50%), iShares Listed Private Eq ETF USD Dist (0.28%), BankInvest Børsnoterede Alt. Akk. W (0.23%), Virtus Private Credit ETF (0.18%), FID DC L&G Diversified Fund (0.14%).
What is WhiteHorse Finance's short interest?
411K shares of WhiteHorse Finance were sold short, 2.46% of the float; at the average daily volume it would take 4.13 days to cover.
Are insiders buying or selling WhiteHorse Finance?
Of the latest 17 reported insider transactions in WhiteHorse Finance (since November 12, 2025), 16 were purchases and 1 were sales.
How many shares of WhiteHorse Finance are outstanding?
WhiteHorse Finance has 21.5M shares outstanding, of which an unreported number are in the public float.