DOSSIER · 13F Holders · Q1 2026
WHF

WHITEHORSE FIN INC

60 institutions still hold WHITEHORSE FIN INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 96524V106·60 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$23M
visible holders
Holders
60
filers reporting
Concentration
22.32%
Lalia Capital, LLC #1
top holder share
AI Holders Summary · Q1 2026

60 institutions reported WHF in Q1 2026. Lalia Capital, LLC leads at 22.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Lalia Capital, LLC
CIK 0002106818
$5M689K3.22%Q1 2026
02
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$3M436K0.00%Q1 2026
03
CastleKnight Management LP
CIK 0001835751
$2M292K0.04%Q1 2026
04
Ethos Financial Group, LLC
CIK 0001954242
$2M244K0.12%Q1 2026
05
TWO SIGMA ADVISERS, LP
CIK 0001478735
$1M206K0.00%Q4 2025
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M185K0.00%Q1 2026
07
Legal & General Group Plc
CIK 0000764068
$1M169K0.00%Q1 2026
08
BANK OF MONTREAL /CAN/
CIK 0000927971
$850K115K0.00%Q1 2026
09
Blue Trust, Inc.
CIK 0001856022
$641K96K0.01%Q2 2026
10
CITADEL ADVISORS LLC
CIK 0001423053
$540K78K0.00%Q4 2025
11
BlackRock, Inc.
CIK 0002012383
$540K73K0.00%Q1 2026
12
LPL Financial LLC
CIK 0001403438
$516K70K0.00%Q1 2026
13
Trexquant Investment LP
CIK 0001633445
$499K67K0.00%Q1 2026
14
Sound Income Strategies, LLC
CIK 0001730960
$476K71K0.02%Q2 2026
15
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$468K63K0.00%Q1 2026
16
Advisors Asset Management, Inc.
CIK 0001297376
$450K61K0.01%Q1 2026
17
Virtus Investment Advisers, LLC
CIK 0000019481
$448K61K0.12%Q1 2026
18
BASSO CAPITAL MANAGEMENT, L.P.
CIK 0001287978
$444K60K0.27%Q1 2026
19
GABLES CAPITAL MANAGEMENT INC.
CIK 0001740839
$377K51K0.16%Q1 2026
20
BI Asset Management Fondsmaeglerselskab A/S
CIK 0001778131
$359K48K0.00%Q1 2026
Page 1 of 3
40 more holders available. Log in →
Insiders at WHITEHORSE FIN INC
Bolduc JohnAronson Stuart DVolpe John PaulThomas Joyson