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Disclosery

WHF WHITEHORSE FIN INC

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COM (common), issuer CIK 1552198

51 managers (52 13F filers) reported a position in WHF shares at 2025-03-31, 3,423,594 shares in all. 3 filers opened a position and 13 filers sold out during the quarter.

Managers
51
13F filers
52
New
3
Added
15
Reduced
21
Sold out
13
Shares held by filers
3,423,594

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sound Income Strategies, LLC1,013,374$9.78M0.58%+48,07813F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding537,073$5.18M+5,631Timeline
Ethos Financial Group, LLC200,057$1.93M0.18%new13F-HRTimeline
Advisors Asset Management, Inc.163,975$1.58M0.03%-1,44413F-HR/ATimeline
Legal & General Group Plcin group Legal & General Group Plc150,042$1.44M<0.01%-8,05613F-HRTimelineGroup
Virtus Investment Advisers, LLCgroup of 2 filers holding133,021$1.28M+83,892Timeline
BASSO CAPITAL MANAGEMENT, L.P.120,138$1.16M0.99%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/96,345$930K<0.01%+55,04413F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.82,931$800K0.4%-17513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.78,631$759K<0.01%+4,27413F-HRTimelineGroup
Blue Trust, Inc.66,782$644K0.01%+12,32813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC60,892$588K<0.01%+15,79013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA55,951$540K<0.01%-14,61513F-HR/ATimelineGroup
Tidal Investments LLCin group Tidal Investments LLC49,460$477K<0.01%013F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…48,487$468K0.01%+5,71513F-HRTimelineGroup
Cambridge Investment Research Advisors,…45,799$442K<0.01%+9,70913F-HRTimeline
Connor, Clark & Lunn Investment Managem…42,235$408K<0.01%-18,60413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,206$378K<0.01%-2,81913F-HRTimelineGroup
Schonfeld Strategic Advisors LLC35,800$345K<0.01%-1,50013F-HRTimeline
Qube Research & Technologies Ltd32,966$318K<0.01%-11,62313F-HRTimeline
Trexquant Investment LP31,806$307K<0.01%-8,71213F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC28,337$273K0.05%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.27,556$266K<0.01%-1,58713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY26,057$251K<0.01%-20,91813F-HRTimelineGroup
BARD ASSOCIATES INC24,570$246K0.09%-70013F-HRTimeline
Snowden Capital Advisors LLC20,800$209K0.01%+10,80013F-HRTimeline
UBS Group AGin group UBS Group AG21,528$208K<0.01%-13,39813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC19,640$190K<0.01%+22213F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co17,997$173K<0.01%+5,42813F-HRTimelineGroup
Atria Wealth Solutions, Inc.14,778$148K<0.01%-10,99013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,105$146K<0.01%-1,98813F-HRTimelineGroup
LPL Financial LLC14,835$143K<0.01%-34713F-HRTimeline
NewEdge Wealth, LLC14,077$136K<0.01%+52613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,737$123K<0.01%-62,04113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,946$115K<0.01%+54213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,801$114K<0.01%-7,76913F-HRTimelineGroup
Powell Investment Advisors, LLC11,060$111K0.05%013F-HRTimeline
TOWNSQUARE CAPITAL LLC11,000$106K<0.01%013F-HRTimeline
NORDEN GROUP LLC11,000$106K0.01%013F-HRTimeline
LSV ASSET MANAGEMENT9,900$96K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,744$36.1K<0.01%-2,42613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,398$32.8K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,000$28.9K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,489$14.4K<0.01%+1,24213F-HRTimelineGroup
Iron Horse Wealth Management, LLC1,054$10.2K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,000$9.65K<0.01%+22813F-HRTimelineGroup
GROUP ONE TRADING LLC100$965<0.01%-9013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.72$624<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.27$261<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN15$145<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.