Institutional Ownership White Horse Finance, Inc. (WHF)
This table provides information about the institutional ownership of White Horse Finance, Inc. (WHF). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 3.4 Million shares, which have been reported (via 13F filing form) to have a value of $29.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,489
shares
|
$13,028
0.0% of portfolio
|
Q1 2025
Added 502.83%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,100
shares
|
$9,625
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,054
shares
|
$9,222
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
148
shares
|
$1,295
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
72
shares
|
$630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
15
shares
|
$131
0.0% of portfolio
|
Q3 2024
Reduced 86.96%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
9
shares
|
$78
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|