WHITEHORSE FINANCE INC (WHF) Institutional Shareholders
WHITEHORSE FINANCE INC (WHF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $21.69M in WHF holdings during the latest filing period.
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 $5.06M, representing an estimated gain of +5.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed WHF value among the investors covered in this analysis. Major shareholders include Lalia Capital, Llc, Two Sigma Investments, Lp, Ethos Financial Group, Llc, 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
48
Total Reported Value
$21.69M
Largest Holder
Lalia Capital, Llc
Largest Position
$4.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
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 | $5,060,660 | +$285,108 | +5.97% | |
| Two Sigma Investments, Lp | 0.00% | 430,600 | $2,885,020 | $3,057,260 | +$172,240 | +5.97% | |
| Ethos Financial Group, Llc | 0.16% | 360,532 | $2,415,564 | $2,559,777 | +$144,213 | +5.97% | |
| Castleknight Management Lp | 0.05% | 205,656 | $1,377,895 | $1,460,158 | +$82,263 | +5.97% | |
| Bank Of America Corp | 0.00% | 185,006 | $1,239,540 | $1,313,543 | +$74,003 | +5.97% | |
| Legal & General Group Plc | 0.00% | 174,879 | $1,171,689 | $1,241,641 | +$69,952 | +5.97% | |
| Bank Of Montreal | 0.00% | 114,842 | $769,441 | $815,378 | +$45,937 | +5.97% | |
| Raymond James Financial Inc | 0.00% | 105,501 | $706,858 | $749,057 | +$42,199 | +5.97% | |
| Blue Trust, Inc. | 0.01% | 95,601 | $640,523 | $678,767 | +$38,244 | +5.97% | |
| Trexquant Investment Lp | 0.00% | 90,532 | $606,564 | $642,777 | +$36,213 | +5.97% | |
| Lpl Financial Llc | 0.00% | 75,986 | $509,105 | $539,501 | +$30,396 | +5.97% | |
| Blackrock, Inc. | 0.00% | 71,135 | $476,605 | $505,059 | +$28,454 | +5.97% | |
| Sound Income Strategies, Llc | 0.02% | 70,994 | $475,662 | $504,057 | +$28,395 | +5.97% | |
| Ubs Group Ag | 0.00% | 57,392 | $384,526 | $407,483 | +$22,957 | +5.97% | |
| Marshall Wace, Llp | 0.00% | 55,073 | $368,990 | $391,018 | +$22,028 | +5.97% | |
| Basso Capital Management, L.P. | 0.09% | 52,500 | $351,750 | $372,750 | +$21,000 | +5.97% | |
| Closed-End Fund Advisors, Inc. | 0.29% | 44,996 | $301,473 | $319,472 | +$17,999 | +5.97% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 44,403 | $297,500 | $315,261 | +$17,761 | +5.97% | |
| Gables Capital Management Inc. | 0.11% | 43,865 | $293,896 | $311,442 | +$17,546 | +5.97% | |
| Virtus Investment Advisers, Llc | 0.06% | 41,578 | $278,573 | $295,204 | +$16,631 | +5.97% | |
| Snowden Capital Advisors Llc | 0.01% | 30,473 | $211,787 | $216,358 | +$4,571 | +2.16% | |
| Dimension Capital Management Llc | 0.02% | 28,337 | $189,858 | $201,193 | +$11,335 | +5.97% | |
| Vident Advisory, Llc | 0.00% | 24,281 | $162,683 | $172,395 | +$9,712 | +5.97% | |
| Susquehanna International Group, Llp | 0.00% | 22,208 | $148,794 | $157,677 | +$8,883 | +5.97% | |
| Nomura Holdings Inc | 0.00% | 20,000 | $134,000 | $142,000 | +$8,000 | +5.97% | |
| Newedge Wealth, Llc | 0.00% | 17,408 | $116,632 | $123,597 | +$6,965 | +5.97% | |
| Powell Investment Advisors, Llc | 0.03% | 12,033 | $83,629 | $85,434 | +$1,805 | +2.16% | |
| Northstar Advisory Group, Llc | 0.02% | 11,777 | $78,908 | $83,617 | +$4,709 | +5.97% | |
| Norden Group Llc | 0.01% | 11,000 | $73,700 | $78,100 | +$4,400 | +5.97% | |
| Royal Bank Of Canada | 0.00% | 5,735 | $38,000 | $40,719 | +$2,719 | +7.15% | |
| Morgan Stanley | 0.00% | 5,407 | $36,231 | $38,390 | +$2,159 | +5.96% | |
| Highline Wealth Partners Llc | 0.00% | 3,270 | $21,907 | $23,217 | +$1,310 | +5.98% | |
| Osaic Holdings, Inc. | 0.00% | 2,871 | $19,243 | $20,384 | +$1,141 | +5.93% | |
| Jpmorgan Chase & Co | 0.00% | 1,937 | $12,978 | $13,753 | +$775 | +5.97% | |
| Simplex Trading, Llc | 0.00% | 1,494 | $10,009 | $10,607 | +$598 | +5.98% | |
| Group One Trading Llc | 0.00% | 1,152 | $7,718 | $8,179 | +$461 | +5.98% | |
| Bnp Paribas Financial Markets | 0.00% | 889 | $5,956 | $6,312 | +$356 | +5.98% | |
| Farther Finance Advisors, Llc | 0.00% | 775 | $5,194 | $5,503 | +$309 | +5.94% | |
| Wells Fargo & Company/Mn | 0.00% | 255 | $1,708 | $1,811 | +$103 | +6.00% | |
| International Assets Investment Management, Llc | 0.00% | 200 | $1,356 | $1,420 | +$64 | +4.72% | |
| Jfs Wealth Advisors, Llc | 0.00% | 85 | $570 | $604 | +$34 | +5.88% | |
| Hilton Head Capital Partners, Llc | 0.00% | 65 | $436 | $462 | +$26 | +5.85% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 45,609 | $306 | $323,824 | +$323,518 | +105724.80% | |
| Canada Life Assurance Co | 0.00% | 25,023 | $167 | $177,663 | +$177,496 | +106285.21% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 14 | $94 | $99 | +$5 | +5.74% | |
| Lsv Asset Management | 0.00% | 9,900 | $66 | $70,290 | +$70,224 | +106400.00% | |
| Bi Asset Management Fondsmaeglerselskab A/S | 0.00% | 6,276 | $42 | $44,560 | +$44,518 | +105994.29% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 4 | $27 | $28 | +$1 | +5.19% |
Frequently asked questions about WHF
Who owns the most WHF stock?
The largest holders of WHF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WHITEHORSE FINANCE INC (WHF).
Is WHF widely held by superinvestors?
Many widely followed stocks like WHF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WHF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.