WHFNasdaqFiscal year ends December 31Also trades as WHFCL
WhiteHorse Finance, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$7.43−0.13 (-1.72%)
Close on Oct 19, 2026
- Market cap
- $160.28M
- P/E (TTM)
- 9.4
- Dividend yield
- 19.38%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
3M
Shares held, 13F filers
Institutional holders
50
9 new, 8 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
50 buys · 1 sales
Net bought $1.77M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Anthony Tamer | 4,437,674 | 19.09% | 13D (active) amendment | May 29, 2024 |
| Sami Mnaymneh | 3,976,258 | 17.11% | 13D (active) amendment | May 29, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WHF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Lalia Capital, LLC | 712,769 | – | $4.78M | +23,664 | 2.32% |
| Two Sigma Investments, LP | 430,600 | – | $2.89M | −4,972 | 0.00% |
| Ethos Financial Group, LLC | 360,532 | – | $2.42M | +116,592 | 0.16% |
| CastleKnight Management LP | 205,656 | – | $1.38M | −86,800 | 0.02% |
| Bank Of America Corp /De/ | 185,006 | – | $1.24M | +2 | 0.00% |
| Legal & General Group Plc | 174,879 | – | $1.17M | +5,805 | 0.00% |
| Bank Of Montreal /Can/ | 114,842 | – | $769.44K | – | 0.00% |
| Raymond James Financial Inc | 105,501 | – | $706.86K | +83,075 | 0.00% |
| Ronald Blue Trust, Inc. | 95,601 | – | $640.52K | – | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 91,218 | – | $612 | +44,049 | 0.00% |
| Trexquant Investment LP | 90,532 | – | $606.56K | +23,046 | 0.00% |
| LPL Financial LLC | 75,986 | – | $509.11K | +6,221 | 0.00% |
| BlackRock, Inc. | 71,135 | – | $476.61K | −1,811 | 0.00% |
| Sound Income Strategies, LLC | 70,994 | – | $475.66K | −1,817 | 0.02% |
| UBS Group AG | 57,392 | – | $384.53K | +25,857 | 0.00% |
| Marshall Wace, Llp | 55,073 | – | $368.99K | −21,193 | 0.00% |
| Basso Capital Management, L.P. | 52,500 | – | $351.75K | −7,500 | 0.08% |
| Closed-End Fund Advisors, Inc. | 44,996 | – | $301.47K | +175 | 0.29% |
| O'Shaughnessy Asset Management, LLC | 44,403 | – | $297.50K | +27,505 | 0.00% |
| Gables Capital Management Inc. | 43,865 | – | $293.90K | −7,109 | 0.11% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 50 | 3M | 9 / 16 | 15 / 8 | 0M | 0M |
| Q1 2026 | 49 | 3M | 9 / 15 | 11 / 17 | 0M | 1M |
| Q4 2025 | 58 | 4M | 17 / 16 | 16 / 8 | 2M | 1M |
| Q3 2025 | 49 | 3M | 9 / 19 | 13 / 6 | 0M | 0M |
| Q2 2025 | 50 | 3M | 7 / 18 | 12 / 8 | 0M | 0M |
| Q1 2025 | 51 | 3M | 3 / 15 | 21 / 13 | 1M | 1M |
| Q4 2024 | 61 | 4M | 13 / 19 | 20 / 4 | 1M | 0M |
| Q3 2024 | 54 | 3M | 5 / 17 | 24 / 12 | 0M | 1M |
| Q2 2024 | 62 | 4M | 12 / 28 | 9 / 5 | 1M | 1M |
| Q1 2024 | 55 | 3M | 4 / 22 | 15 / 5 | 0M | 0M |
| Q4 2023 | 57 | 3M | 11 / 19 | 14 / 7 | 1M | 0M |
| Q3 2023 | 53 | 3M | 6 / 23 | 10 / 5 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WHF | Value | % of fund | As of |
|---|---|---|---|---|---|
| Virtus Private Credit Strategy ETF | 41,578 | – | $265.48K | 0.88% | Jul 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | 2,000 | – | $13.40K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Stuart D. Aronson | Chief Executive Officer, Director | 127,000 | Jun 16, 2026 |
| Joyson Thomas | Chief Financial Officer | 25,001 | May 26, 2026 |
| John Bolduc | Director | 474,443 | Jun 18, 2026 |
| John Paul Volpe | Director | 2,000 | Jun 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John Bolduc Director | Jun 18, 2026 | Buy | +7,690 | $6.49 | $49.91K | 317,297 |
| John Bolduc Director | Jun 18, 2026 | Buy | +7,690 | $6.49 | $49.91K | 313,890 |
| Stuart D. Aronson Chief Executive Officer, Director | Jun 15, 2026 | Buy | +15,000 | $6.41 | $96.15K | 127,000 |
| John Bolduc Director | Jun 5, 2026 | Buy | +3,570 | $6.77 | $24.17K | 309,607 |
| John Bolduc Director | Jun 5, 2026 | Buy | +3,570 | $6.76 | $24.13K | 306,200 |
| John Bolduc Director | Jun 4, 2026 | Buy | +3,570 | $6.87 | $24.53K | 306,037 |
| John Bolduc Director | Jun 4, 2026 | Buy | +3,570 | $6.88 | $24.56K | 302,630 |
| John Bolduc Director | Jun 2, 2026 | Buy | +3,570 | $6.81 | $24.31K | 299,060 |
| John Bolduc Director | Jun 2, 2026 | Buy | +3,570 | $6.81 | $24.31K | 302,467 |
| John Bolduc Director | Jun 1, 2026 | Buy | +3,570 | $6.88 | $24.56K | 298,897 |
| John Bolduc Director | Jun 1, 2026 | Buy | +3,570 | $6.88 | $24.56K | 295,490 |
| John Paul Volpe Director | May 29, 2026 | Buy | +1,000 | $6.74 | $6.74K | 2,000 |
| John Bolduc Director | May 29, 2026 | Buy | +3,570 | $6.76 | $24.13K | 295,327 |
| John Bolduc Director | May 29, 2026 | Buy | +3,570 | $6.76 | $24.13K | 291,920 |
| John Bolduc Director | May 28, 2026 | Buy | +3,570 | $6.81 | $24.31K | 288,350 |
| John Bolduc Director | May 28, 2026 | Buy | +3,570 | $6.81 | $24.31K | 291,757 |
| John Bolduc Director | May 27, 2026 | Buy | +3,570 | $6.90 | $24.63K | 284,780 |
| John Bolduc Director | May 27, 2026 | Buy | +3,570 | $6.91 | $24.67K | 288,187 |
| Stuart D. Aronson Chief Executive Officer, Director | May 22, 2026 | Buy | +5,000 | $6.40 | $32.00K | 105,000 |
| Stuart D. Aronson Chief Executive Officer, Director | May 22, 2026 | Buy | +7,000 | $6.38 | $44.66K | 112,000 |
| Stuart D. Aronson Chief Executive Officer, Director | May 21, 2026 | Buy | +20,000 | $6.67 | $133.40K | 100,000 |
| Joyson Thomas Chief Financial Officer | May 21, 2026 | Buy | +3,000 | $6.62 | $19.86K | 25,001 |
| Stuart D. Aronson Chief Executive Officer, Director | Mar 23, 2026 | Buy | +8,000 | $6.95 | $55.60K | 80,000 |
| Stuart D. Aronson Chief Executive Officer, Director | Mar 20, 2026 | Buy | +5,000 | $7.10 | $35.50K | 72,000 |
| John Bolduc Director | Mar 16, 2026 | Buy | +4,195 | $7.13 | $29.91K | 281,210 |
| John Bolduc Director | Mar 16, 2026 | Buy | +4,195 | $7.12 | $29.87K | 284,617 |
| John Paul Volpe Director | Mar 13, 2026 | Buy | +1,000 | $7.18 | $7.18K | 1,000 |
| John Bolduc Director | Mar 13, 2026 | Buy | +4,195 | $7.14 | $29.95K | 280,422 |
| John Bolduc Director | Mar 13, 2026 | Buy | +4,195 | $7.14 | $29.95K | 277,015 |
| John Bolduc Director | Mar 12, 2026 | Buy | +4,195 | $7.14 | $29.95K | 276,227 |
| John Bolduc Director | Mar 12, 2026 | Buy | +4,195 | $7.14 | $29.95K | 272,820 |
| John Bolduc Director | Mar 6, 2026 | Buy | +4,138 | $7.25 | $30.00K | 268,625 |
| John Bolduc Director | Mar 6, 2026 | Buy | +4,138 | $7.25 | $30.00K | 272,032 |
| John Bolduc Director | Mar 5, 2026 | Buy | +4,196 | $7.11 | $29.83K | 267,894 |
| John Bolduc Director | Mar 5, 2026 | Buy | +4,196 | $7.12 | $29.88K | 264,487 |
| Joyson Thomas Chief Financial Officer | Dec 24, 2025 | Buy | +4,502 | $7.01 | $31.56K | 22,001 |
| John Bolduc Director | Dec 24, 2025 | Buy | +4,613 | $6.99 | $32.24K | 263,698 |
| John Bolduc Director | Dec 24, 2025 | Buy | +4,361 | $6.99 | $30.48K | 260,291 |
| John Paul Volpe Director | Dec 23, 2025 | Sale | −1,000 | $6.82 | $6.82K | 0 |
| John Bolduc Director | Dec 23, 2025 | Buy | +7,100 | $6.99 | $49.63K | 259,085 |
| John Bolduc Director | Dec 23, 2025 | Buy | +7,100 | $7.00 | $49.70K | 255,930 |
| Stuart D. Aronson Chief Executive Officer, Director | Dec 23, 2025 | Buy | +7,000 | $6.80 | $47.60K | 67,000 |
| Stuart D. Aronson Chief Executive Officer, Director | Dec 22, 2025 | Buy | +10,000 | $6.90 | $69.00K | 60,000 |
| John Bolduc Director | Nov 14, 2025 | Buy | +7,100 | $6.88 | $48.85K | 251,985 |
| John Bolduc Director | Nov 14, 2025 | Buy | +7,100 | $6.87 | $48.78K | 248,830 |
| John Bolduc Director | Nov 13, 2025 | Buy | +4,700 | $6.89 | $32.38K | 241,730 |
| John Bolduc Director | Nov 13, 2025 | Buy | +4,900 | $6.89 | $33.76K | 244,885 |
| John Bolduc Director | Nov 13, 2025 | Buy | +2,400 | $6.91 | $16.58K | 237,030 |
| John Bolduc Director | Nov 13, 2025 | Buy | +2,100 | $6.91 | $14.51K | 239,985 |
| John Paul Volpe Director | Nov 12, 2025 | Buy | +1,000 | $6.95 | $6.95K | 1,000 |
| Stuart D. Aronson Chief Executive Officer, Director | Nov 12, 2025 | Buy | +14,000 | $6.92 | $96.88K | 50,000 |
| John Bolduc Director | Apr 8, 2025 | Buy | +80 | $8.86 | $709 | 234,630 |
| John Bolduc Director | Apr 8, 2025 | Buy | +11,100 | $8.94 | $99.23K | 237,805 |
| John Bolduc Director | Apr 8, 2025 | Buy | +80 | $8.86 | $709 | 237,885 |
| John Bolduc Director | Apr 8, 2025 | Buy | +11,100 | $8.94 | $99.23K | 234,550 |
| John Bolduc Director | Aug 13, 2024 | Buy | +2,379 | $11.50 | $27.36K | 226,705 |
| John Bolduc Director | Aug 13, 2024 | Buy | +2,338 | $11.50 | $26.89K | 223,450 |
| John Bolduc Director | Aug 12, 2024 | Buy | +6,316 | $11.48 | $72.51K | 224,326 |
| John Bolduc Director | Aug 12, 2024 | Buy | +6,357 | $11.48 | $72.98K | 221,112 |
| Anthony Tamer 10% owner | May 29, 2024 | Sale | −1,000,000 | $12.15 | $12.15M | 3,976,258 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.