WhiteHorse Finance, Inc. - COM (WHF)

CUSIP: 96524V106

Q1 2022 13F Holders as of 31 Mar 2022

Share change
-271,820
SEC-reported price per share
$15.08
Number of holders
41
Value change
-$4,249,442
Number of buys
16
Number of sells
16

Security key

96524V106

Report period

Q1 2022

Institutions

41

Top holders

10

Ownership snapshot

Top reported holders of WHF - WhiteHorse Finance, Inc. - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Invesco Ltd.
Disclosed value leader
Invesco Ltd.
Comparable rows
0/15
Latest evidence
31 Dec 2021
13F Highest disclosed value: $10,656,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Invesco Ltd. has the largest disclosed position value at $10.66M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Invesco Ltd.'s linked filing trail.
Disclosed position value Top 5
Invesco Ltd. $10.66M
ARES MANAGEMENT LLC $4.54M
UBS Group AG $4.32M
Advisors Asset Management, Inc. $4.27M
Sound Income Strategies, LLC $3.74M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Invesco Ltd.
13F
Company
13F
class O/S missing
$10,656,000
687,453 shares
31 Dec 2021
ARES MANAGEMENT LLC
13F
Company
13F
class O/S missing
$4,537,000
292,735 shares
31 Dec 2021
UBS Group AG
13F
Company
13F
class O/S missing
$4,321,000
278,785 shares
31 Dec 2021
Advisors Asset Management, Inc.
13F
Company
13F
class O/S missing
$4,270,000
275,462 shares
31 Dec 2021
Sound Income Strategies, LLC
13F
Company
13F
class O/S missing
$3,743,000
241,452 shares
31 Dec 2021
TWO SIGMA ADVISERS, LP
13F
Company
13F
class O/S missing
$2,199,000
141,879 shares
31 Dec 2021
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
41
Shares
2,800,078
Rows available
41
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2022 vs Q1 2022 Across Filers

Q1 2022 holders
41
Q1 2022 holders
41
Holder diff
0
Investor Q1 2022 Shares Q1 2022 Shares Share Diff Share Chg % Q1 2022 value Q1 2022 value Value change Value Chg %
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