Who Owns WHITEHORSE (WHF)? -- Institutional Holders (2026-06-30)

59 institutions reported holding $22.5M of WHITEHORSE (WHF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lalia Capital, LLC ($4.8M), TWO SIGMA INVESTMENTS, LP ($2.9M), Ethos Financial Group, LLC ($2.4M), CastleKnight Management LP ($1.4M), BANK OF AMERICA CORP /DE/ ($1.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Lalia Capital, LLC$4.8M712,769Added
2TWO SIGMA INVESTMENTS, LP$2.9M430,600Trimmed
3Ethos Financial Group, LLC$2.4M360,532Added
4CastleKnight Management LP$1.4M205,656Trimmed
5BANK OF AMERICA CORP /DE/$1.2M185,006Added
6Legal & General Group Plc$1.2M174,879Added
7BANK OF MONTREAL /CAN/$769,441114,842Hold
8RAYMOND JAMES FINANCIAL INC$706,858105,501Added
9Blue Trust, Inc.$640,52395,601Hold
10Trexquant Investment LP$606,56490,532Added
11LPL Financial LLC$509,10575,986Added
12BlackRock, Inc.$476,60571,135Trimmed
13Sound Income Strategies, LLC$475,66270,994Trimmed
14UBS Group AG$384,52657,392Added
15MARSHALL WACE, LLP$368,99055,073Trimmed
16BASSO CAPITAL MANAGEMENT, L.P.$351,75052,500Trimmed
17Cambridge Investment Research Advisors, Inc.$306,00045,609Trimmed
18Closed-End Fund Advisors, Inc.$301,47344,996Added
19O'SHAUGHNESSY ASSET MANAGEMENT, LLC$297,50044,403Added
20GABLES CAPITAL MANAGEMENT INC.$293,89643,865Trimmed
21Virtus Investment Advisers, LLC$278,57341,578Trimmed
22Snowden Capital Advisors LLC$211,78730,473Added
23DIMENSION CAPITAL MANAGEMENT LLC$189,85828,337Hold
24CANADA LIFE ASSURANCE Co$167,00025,023Added
25Vident Advisory, LLC$162,68324,281Added

Source: SEC Form 13F filings · as of 2026-06-30