WHF Institutional Ownership
Who owns WhiteHorse Finance, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 50 funds reported holding WHF at Jun 30, 2026, together owning 15.8% of the company.
- ●23 buying vs 23 selling
- ●Held by funds -0.1 pts
- ▲Funds holding +1
- ●No superinvestor moves
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 50 | 49 | +2.0% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 3.4M | 3.4M | −0.7% |
| Held by funds | 15.8% | 15.9% | −0.1 pts |
| New positions | 8 | 9 | −11.1% |
| Increased | 15 | 15 | 0.0% |
| Reduced | 15 | 11 | +36.4% |
| Sold out | 8 | 17 | −52.9% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outWho owns WHF
share of fund held shares- Index and passive funds7.3%
- Active managers and hedge funds73.2%
- Banks and brokers18.8%
- Pensions, insurers and other0.7%
The top 10 holders own 73.1% of all WHF shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
10 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−49K sh
- Arlington Capital Management INCNew+26K sh
- Sound Income Strategies, LLCTrimmed−11K sh
- Blue Trust, Inc.Added+5,000 sh
- Covestor LtdNew+3,938 sh
🔒 Free account: see all 10.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Lalia Capital, LLC | 3.32% | 713K | $4.8M | +24K |
| 2 | Two Sigma Investments, LP | 2.00% | 431K | $2.9M | −4,972 |
| 3 | Ethos Financial Group, LLC | 1.68% | 361K | $2.4M | +117K |
| 4 | CastleKnight Management LP | 0.96% | 206K | $1.4M | −87K |
| 5 | Bank of America Corp /de/ | 0.86% | 185K | $1.2M | +2 |
| 6 | Legal & General Group Plc | 0.81% | 175K | $1.2M | +5,805 |
| 7 | Bank of Montreal /can/ | 0.53% | 115K | $769K | 0 |
| 8 | Raymond James Financial Inc | 0.49% | 106K | $707K | +83K |
| 9 | Blue Trust, Inc. | 0.45% | 96K | $641K | 0 |
| 10 | Cambridge Investment Research Advisors, Inc. | 0.42% | 91K | $612K | +44K |
- Ethos Financial Group, LLC+117K sh+$781K
- Raymond James Financial Inc+83K sh+$557K
- Cambridge Investment Research Advisors, Inc.+44K sh+$296K
- O'Shaughnessy Asset Management, LLC+28K sh+$184K
- UBS Group AG+26K sh+$173K
- Lalia Capital, LLC+24K sh+$159K
- Trexquant Investment LP+23K sh+$154K
- Nomura Holdings Inc+20K sh+$134K
- CastleKnight Management LP−87K sh−$582K
- Victory Capital Management Inc−63K sh−$468K
- Advisors Asset Management, Inc.−61K sh−$450K
- BI Asset Management Fondsmaeglerselskab A/S−42K sh−$282K
- Morgan Stanley−30K sh−$198K
- Campbell & CO Investment Adviser LLC−26K sh−$191K
- Marshall Wace, LLP−21K sh−$142K
- Two Sigma Securities, LLC−17K sh−$128K
WHF institutional ownership FAQ
Who owns the most WHF stock?
In Q2 2026 13F filings the largest holder of WHF was Lalia Capital, LLC, followed by Two Sigma Investments, LP and Ethos Financial Group, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of WHF is owned by institutions?
Funds that file 13F reports held 15.8% of WHF's shares at Jun 30, 2026, compared with 15.9% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying WHF?
In Q2 2026, 23 funds bought WHF (8 of them new positions) and 23 sold (8 sold out completely). Our fund sentiment for WHF is neutral.
What is WHF's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this WHF ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.