WhiteHorse Finance, Inc.
WhiteHorse Finance, Inc. (WHF) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · WHF · as of Sep 30, 2025
Ownership Breakdown
49
Institutional Holders
▼ 1 vs Q2
$22.67M
Total Inst. Value
▼ $5.80M vs Q2
21.61M
Shares Outstanding
freeFloat 78.43%
3.30M
13F Shares Held
▲ 37,495 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
WHF largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
SOUND INCOME STRATEGIES, LLC | 858.0K | 3.69% | 3.69% | $5.73B | Oct 10, 2025 | ▼ 84.1K |
TWO SIGMA ADVISERS, LP | 315.9K | 1.36% | 1.36% | $2.19B | Nov 14, 2025 | ▲ 5.0K |
TWO SIGMA INVESTMENTS, LP | 231.1K | 99.44% | 99.44% | $1.60B | Nov 14, 2025 | ▲ 49.9K |
ETHOS FINANCIAL GROUP, LLC | 222.5K | 95.71% | 95.71% | $1.54B | Oct 23, 2025 | ▲ 16.8K |
BANK OF AMERICA CORP /DE/ | 185.5K | 79.81% | 79.81% | $1.28B | Feb 3, 2026 | ▲ 500 |
LEGAL & GENERAL GROUP PLC | 140.3K | 60.34% | 60.34% | $970.53M | Nov 13, 2025 | ▼ 16.4K |
BLACKROCK, INC. | 139.1K | 59.86% | 59.86% | $962.86M | Nov 12, 2025 | ▲ 33.7K |
BASSO CAPITAL MANAGEMENT, L.P. | 115.1K | 49.54% | 49.54% | $796.75M | Nov 13, 2025 | ▼ 5.0K |
BANK OF MONTREAL /CAN/ | 114.8K | 49.41% | 49.41% | $794.71M | Nov 13, 2025 | NEW |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 90.9K | 39.11% | 39.11% | $629.03M | Nov 14, 2025 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
20
Increased
+215.9K shares9
New Positions
first time holders13
Decreased
−171.4K shares1
Sold Out
fully exitedNet shares change (top 50)
+44.5K
+215.9K / −171.4K
Net new holders
+15
9 new / 1 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
WHF insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
19
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
BOLDUC JOHN director | Jun 5, 2026 | Purchase | 3,570 | $6.77 | $24.2K | 309.6K | Form 4 ↗ |
BOLDUC JOHN director | Jun 5, 2026 | Purchase | 3,570 | $6.76 | $24.1K | 306.2K | Form 4 ↗ |
BOLDUC JOHN director | Jun 4, 2026 | Purchase | 3,570 | $6.87 | $24.5K | 306.0K | Form 4 ↗ |
BOLDUC JOHN director | Jun 4, 2026 | Purchase | 3,570 | $6.88 | $24.6K | 302.6K | Form 4 ↗ |
BOLDUC JOHN director | Jun 2, 2026 | Purchase | 3,570 | $6.81 | $24.3K | 302.5K | Form 4 ↗ |
BOLDUC JOHN director | Jun 2, 2026 | Purchase | 3,570 | $6.81 | $24.3K | 299.1K | Form 4 ↗ |
BOLDUC JOHN director | Jun 1, 2026 | Purchase | 3,570 | $6.88 | $24.6K | 298.9K | Form 4 ↗ |
BOLDUC JOHN director | Jun 1, 2026 | Purchase | 3,570 | $6.88 | $24.6K | 295.5K | Form 4 ↗ |
Volpe John Paul director | May 29, 2026 | Purchase | 1,000 | $6.74 | $6.7K | 2.0K | Form 4 ↗ |
BOLDUC JOHN director | May 29, 2026 | Purchase | 3,570 | $6.76 | $24.1K | 295.3K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
WhiteHorse Finance, Inc. (WHF) is primarily owned by institutional investors, who hold approximately 15.3% of total shares outstanding. Company insiders own approximately 21.57%, while retail and public investors account for the remaining 63.16%.
The largest institutional shareholder of WhiteHorse Finance, Inc. is SOUND INCOME STRATEGIES, LLC, holding approximately 857,976 shares — equal to 3.69% of outstanding shares — as of September 30, 2025.
A total of 49 institutional investors currently hold WHF stock, with a combined institutional value of approximately $22,673,899 as of the most recent 13F filing period.
Frequently asked questions
WHF ownershipWhiteHorse Finance, Inc. (WHF) is primarily owned by institutional investors, who hold approximately 15.3% of shares. The largest shareholder is SOUND INCOME STRATEGIES, LLC with a 3.69% stake. Company insiders hold 21.57%. Data sourced from SEC Form 13F as of September 30, 2025.