WHF Institutional Ownership & Shareholders
WHITEHORSE FINANCE INC (WHF) is currently held by 53 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $26.44M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lalia Capital, Llc is currently the largest disclosed institutional shareholder of WHF tracked by InsiderSet, reporting ownership valued at approximately $4.78M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.68M, representing an estimated gain of +18.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed WHF value among the investors covered in this analysis. Major shareholders include Lalia Capital, Llc, Advisors Asset Management, Inc., Two Sigma Investments, Lp, and several other long-term asset managers with concentrated positions in WHITEHORSE FINANCE INC (WHF).
This page ranks the largest institutional WHF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
53
Total Reported Value
$26.44M
Largest Holder
Lalia Capital, Llc
Largest Position
$4.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lalia Capital, Llc | 2.32% | 712,769 | $4,775,552 | $5,680,769 | +$905,217 | +18.96% | |
| Advisors Asset Management, Inc. | 0.06% | 275,462 | $4,269,661 | $2,195,432 | -$2,074,229 | -48.58% | |
| Two Sigma Investments, Lp | 0.00% | 430,600 | $2,885,020 | $3,431,882 | +$546,862 | +18.96% | |
| Ethos Financial Group, Llc | 0.16% | 360,532 | $2,415,564 | $2,873,440 | +$457,876 | +18.96% | |
| Castleknight Management Lp | 0.05% | 205,656 | $1,377,895 | $1,639,078 | +$261,183 | +18.96% | |
| Bank Of America Corp | 0.00% | 185,006 | $1,239,540 | $1,474,498 | +$234,958 | +18.96% | |
| Legal & General Group Plc | 0.00% | 174,879 | $1,171,689 | $1,393,786 | +$222,097 | +18.96% | |
| Bank Of Montreal | 0.00% | 114,842 | $769,441 | $915,291 | +$145,850 | +18.96% | |
| Raymond James Financial Inc | 0.00% | 105,501 | $706,858 | $840,843 | +$133,985 | +18.96% | |
| Blue Trust, Inc. | 0.01% | 100,601 | $703,198 | $801,790 | +$98,592 | +14.02% | |
| Trexquant Investment Lp | 0.00% | 90,532 | $606,564 | $721,540 | +$114,976 | +18.96% | |
| Lpl Financial Llc | 0.00% | 75,986 | $509,105 | $605,608 | +$96,503 | +18.96% | |
| Blackrock, Inc. | 0.00% | 71,135 | $476,605 | $566,946 | +$90,341 | +18.96% | |
| Sound Income Strategies, Llc | 0.02% | 60,380 | $424,469 | $481,229 | +$56,760 | +13.37% | |
| Ubs Group Ag | 0.00% | 57,392 | $384,526 | $457,414 | +$72,888 | +18.96% | |
| Marshall Wace, Llp | 0.00% | 55,073 | $368,990 | $438,932 | +$69,942 | +18.95% | |
| Basso Capital Management, L.P. | 0.09% | 52,500 | $366,975 | $418,425 | +$51,450 | +14.02% | |
| Closed-End Fund Advisors, Inc. | 0.29% | 44,996 | $301,473 | $358,618 | +$57,145 | +18.96% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 44,403 | $297,500 | $353,892 | +$56,392 | +18.96% | |
| Gables Capital Management Inc. | 0.11% | 43,865 | $293,896 | $349,604 | +$55,708 | +18.96% | |
| Virtus Investment Advisers, Llc | 0.06% | 41,578 | $278,573 | $331,377 | +$52,804 | +18.96% | |
| Snowden Capital Advisors Llc | 0.01% | 30,473 | $211,787 | $242,870 | +$31,083 | +14.68% | |
| Dimension Capital Management Llc | 0.02% | 28,337 | $189,858 | $225,846 | +$35,988 | +18.96% | |
| Arlington Capital Management, Inc. | 0.11% | 26,439 | $184,809 | $210,719 | +$25,910 | +14.02% | |
| Canada Life Assurance Co | 0.00% | 25,023 | $167,000 | $199,433 | +$32,433 | +19.42% | |
| Vident Advisory, Llc | 0.00% | 24,281 | $162,683 | $193,520 | +$30,837 | +18.96% | |
| Susquehanna International Group, Llp | 0.00% | 22,208 | $148,794 | $176,998 | +$28,204 | +18.95% | |
| Nomura Holdings Inc | 0.00% | 20,000 | $134,000 | $159,400 | +$25,400 | +18.96% | |
| Newedge Wealth, Llc | 0.00% | 17,408 | $116,632 | $138,742 | +$22,110 | +18.96% | |
| Powell Investment Advisors, Llc | 0.03% | 12,033 | $87,119 | $95,903 | +$8,784 | +10.08% | |
| Northstar Advisory Group, Llc | 0.02% | 11,777 | $78,908 | $93,863 | +$14,955 | +18.95% | |
| Norden Group Llc | 0.01% | 11,000 | $76,890 | $87,670 | +$10,780 | +14.02% | |
| Lsv Asset Management | 0.00% | 9,900 | $66,000 | $78,903 | +$12,903 | +19.55% | |
| Royal Bank Of Canada | 0.00% | 5,735 | $38,000 | $45,708 | +$7,708 | +20.28% | |
| Morgan Stanley | 0.00% | 5,407 | $36,231 | $43,094 | +$6,863 | +18.94% | |
| Ancora Advisors Llc | 0.00% | 3,000 | $20,100 | $23,910 | +$3,810 | +18.96% | |
| Osaic Holdings, Inc. | 0.00% | 2,871 | $19,243 | $22,882 | +$3,639 | +18.91% | |
| Highline Wealth Partners Llc | 0.00% | 2,223 | $15,540 | $17,717 | +$2,177 | +14.01% | |
| Jpmorgan Chase & Co | 0.00% | 1,937 | $12,978 | $15,438 | +$2,460 | +18.95% | |
| Rhumbline Advisers | 0.00% | 1,523 | $11,986 | $12,138 | +$152 | +1.27% | |
| Simplex Trading, Llc | 0.00% | 1,494 | $10,009 | $11,907 | +$1,898 | +18.96% | |
| Group One Trading Llc | 0.00% | 1,152 | $7,718 | $9,181 | +$1,463 | +18.96% | |
| Bnp Paribas Financial Markets | 0.00% | 889 | $5,956 | $7,085 | +$1,129 | +18.96% | |
| Farther Finance Advisors, Llc | 0.00% | 767 | $5,364 | $6,113 | +$749 | +13.96% | |
| Wells Fargo & Company/Mn | 0.00% | 255 | $1,708 | $2,032 | +$324 | +18.99% | |
| Gamma Investing Llc | 0.00% | 116 | $908 | $925 | +$17 | +1.82% | |
| Jfs Wealth Advisors, Llc | 0.00% | 85 | $570 | $677 | +$107 | +18.85% | |
| Hilton Head Capital Partners, Llc | 0.00% | 65 | $454 | $518 | +$64 | +14.11% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 41,974 | $293 | $334,533 | +$334,240 | +114075.01% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 37 | $259 | $295 | +$36 | +13.86% |
Frequently asked questions about WHF
Who are the largest institutional holders of WHF?
The largest institutional holders of WHF reported in the latest SEC Form 13F filings include Lalia Capital, Llc, Advisors Asset Management, Inc., Two Sigma Investments, Lp, Ethos Financial Group, Llc, and Castleknight Management Lp. InsiderSet ranks institutional holders by their latest reported WHF position.
What is WHF institutional ownership?
This page tracks WHF positions reported by institutional investment managers through SEC Form 13F. WHITEHORSE FINANCE INC (WHF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WHF?
InsiderSet currently tracks 53 institutional managers reporting WHF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WHF shareholders.
How much WHF stock do institutions own?
Institutional investment managers disclosed approximately $26.44M in WHF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WHF institutional ownership last updated?
The latest WHF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WHF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WHF position after the reporting date.
Are institutions buying or selling WHF?
Institutional buying and selling can be analyzed by comparing WHF positions across consecutive 13F reporting periods. InsiderSet's WHF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WHF ownership changes.
How has WHF institutional ownership changed over time?
InsiderSet tracks WHF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.