Security key
96524V106
- Security type / class
- Equity / COM
- Total 13F shares
- 2,944,926
- Total 13F value
- $38,432,637
- Share change
- +80,040
- Put/Call ratio
- 25%
- SEC-reported price per share
- $13.05
- Number of holders
- 63
- Value change
- +$2,406,202
- Number of buys
- 39
- Number of sells
- 20
Open additional details 1 more signal available
Report period
Q4 2022
Institutions
63
Top holders
10
WHF full security history
Ownership snapshot
Full 13F holder table
WhiteHorse Finance, Inc. SEC filings
WhiteHorse Finance, Inc. company facts
Broader feeds
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
30 Sep 2022
13F
Highest disclosed value: $7,631,000
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 $7.63M.
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.
$7.63M
Sound Income Strategies, LLC
$4.34M
Advisors Asset Management, Inc.
$3.35M
UBS Group AG
$2.57M
Legal & General Group Plc
$1.64M
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
|
—
class O/S missing
|
$7,631,000
687,453 shares
|
— | 30 Sep 2022 |
| Sound Income Strategies, LLC |
13F
Company
|
—
class O/S missing
|
$4,337,000
390,695 shares
|
— | 30 Sep 2022 |
| Advisors Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$3,350,000
301,813 shares
|
— | 30 Sep 2022 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$2,569,000
231,461 shares
|
— | 30 Sep 2022 |
| Legal & General Group Plc |
13F
Company
|
—
class O/S missing
|
$1,645,000
148,822 shares
|
— | 30 Sep 2022 |
| RAYMOND JAMES & ASSOCIATES |
13F
Company
|
—
class O/S missing
|
$1,396,000
125,774 shares
|
— | 30 Sep 2022 |
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 Q4 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
63
Shares
2,944,926
Rows available
63
| 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 Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
47
Q4 2022 holders
63
Holder diff
16
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 value | Q4 2022 value | Value change | Value Chg % |
|---|