WHF Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 2.30%

Insider Buying (Last 12 Months): $345,384.44

Insider Selling (Last 12 Months): $0.00

WhiteHorse Finance Insider Trading History Chart

WhiteHorse Finance Share Price & Price History

^$8.98

▼ -0.01 (-0.11%)

As of 05/30/2025 05:00 PM ET

Days: 30 | 90 | 365

WhiteHorse Finance Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
4/8/2025	John Bolduc	Director	Buy	22,360	$8.94	$199,898.40	237,885
8/12/2024	John Bolduc	Director	Buy	12,673	$11.48	$145,486.04	224,326
5/29/2024	Anthony Tamer	Major Shareholder	Sell	1,000,000	$12.15	$12,150,000.00	3,976,258
5/25/2023	John Bolduc	Director	Buy	8,770	$11.40	$99,978.00	218,010
5/23/2023	John Bolduc	Director	Buy	8,520	$11.60	$98,832.00	209,325
5/18/2023	John Bolduc	Director	Buy	383	$11.60	$4,442.80	202,991
5/16/2023	John Bolduc	Director	Buy	12,550	$11.69	$146,709.50	202,608
5/11/2023	John Bolduc	Director	Buy	4,450	$11.73	$52,198.50	195,020
3/17/2023	John Bolduc	Director	Buy	7,030	$12.74	$89,562.20	194,108
3/15/2023	John Bolduc	Director	Buy	7,800	$12.69	$98,982.00	189,867
12/12/2022	John Bolduc	Director	Buy	7,690	$13.00	$99,970.00	185,967
12/9/2022	John Bolduc	Director	Buy	7,720	$12.95	$99,974.00	182,122
12/7/2022	John Bolduc	Director	Buy	7,690	$12.85	$98,816.50	174,412
12/5/2022	John Bolduc	Director	Buy	7,690	$13.00	$99,970.00	166,722
11/18/2022	John Bolduc	Director	Buy	7,690	$13.00	$99,970.00	162,877
11/16/2022	John Bolduc	Director	Buy	178	$12.93	$2,301.54	159,032

See Full Table

SEC Filings (Institutional Ownership Changes) for WhiteHorse Finance (NASDAQ:WHF)

13.20% of WhiteHorse Finance stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

WhiteHorse Finance Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/16/2025	Advisors Asset Management Inc.	163,975	$1.58M	0.0%	-0.9%	0.705%
5/15/2025	Royal Bank of Canada	55,951	$0.54M	0.0%	-20.7%	0.241%
5/15/2025	Trexquant Investment LP	31,806	$0.31M	0.0%	-21.5%	0.137%
5/14/2025	BI Asset Management Fondsmaeglerselskab A S	48,487	$0.47M	0.0%	+13.4%	0.209%
5/13/2025	Ethos Financial Group LLC	200,057	$1.93M	0.2%	N/A	0.861%
5/12/2025	Connor Clark & Lunn Investment Management Ltd.	42,235	$0.41M	0.0%	-30.6%	0.182%
5/9/2025	Atria Wealth Solutions Inc.	14,778	$0.15M	0.0%	-42.6%	0.064%
5/6/2025	Avantax Advisory Services Inc.	27,556	$0.27M	0.0%	-5.4%	0.119%
4/22/2025	Cambridge Investment Research Advisors Inc.	45,799	$0.44M	0.0%	+26.9%	0.197%
4/21/2025	Blue Trust Inc.	66,782	$0.64M	0.0%	+22.6%	0.287%
4/17/2025	Sound Income Strategies LLC	1,013,374	$9.78M	0.6%	+5.0%	4.360%
2/17/2025	Squarepoint Ops LLC	45,102	$0.44M	0.0%	-7.8%	0.194%
2/17/2025	Two Sigma Investments LP	211,790	$2.05M	0.0%	+19.5%	0.911%
2/17/2025	Two Sigma Advisers LP	319,652	$3.09M	0.0%	+8.5%	1.375%
2/17/2025	Tidal Investments LLC	49,460	$0.48M	0.0%	+2.3%	0.213%
2/17/2025	Snowden Capital Advisors LLC	10,000	$0.10M	0.0%	N/A	0.043%
2/17/2025	Millennium Management LLC	129,981	$1.26M	0.0%	+172.4%	0.559%
2/17/2025	D. E. Shaw & Co. Inc.	15,912	$0.15M	0.0%	N/A	0.068%
2/17/2025	Bank of America Corp DE	41,301	$0.40M	0.0%	+26.5%	0.178%
2/14/2025	Jane Street Group LLC	24,921	$0.24M	0.0%	N/A	0.107%
2/14/2025	Schonfeld Strategic Advisors LLC	37,300	$0.36M	0.0%	+208.3%	0.160%
2/14/2025	Northern Trust Corp	19,570	$0.19M	0.0%	+42.4%	0.084%
2/14/2025	Virtus ETF Advisers LLC	49,129	$0.48M	0.2%	-36.1%	0.211%
2/14/2025	Tower Research Capital LLC TRC	4,076	$39K	0.0%	N/A	0.018%
2/14/2025	BI Asset Management Fondsmaeglerselskab A S	42,772	$0.41M	0.0%	+5.6%	0.184%
2/13/2025	CANADA LIFE ASSURANCE Co	12,569	$0.12M	0.0%	-8.9%	0.054%
2/13/2025	Marshall Wace LLP	41,514	$0.40M	0.0%	-45.8%	0.179%
2/13/2025	Mariner LLC	11,404	$0.11M	0.0%	-9.7%	0.049%
2/13/2025	Raymond James Financial Inc.	42,025	$0.41M	0.0%	N/A	0.181%
2/13/2025	Legal & General Group Plc	158,098	$1.53M	0.0%	-2.3%	0.680%
2/13/2025	Wells Fargo & Company MN	6,170	$60K	0.0%	-65.9%	0.027%
2/12/2025	Trexquant Investment LP	40,518	$0.39M	0.0%	+33.0%	0.174%
2/11/2025	LPL Financial LLC	15,182	$0.15M	0.0%	+10.9%	0.065%
2/11/2025	Virtu Financial LLC	26,105	$0.25M	0.0%	N/A	0.112%
2/10/2025	Basso Capital Management L.P.	120,138	$1.16M	1.0%	-1.6%	0.517%
2/10/2025	Commonwealth Equity Services LLC	19,418	$0.19M	0.0%	+23.4%	0.084%
2/10/2025	Connor Clark & Lunn Investment Management Ltd.	60,839	$0.59M	0.0%	+2.5%	0.262%
2/10/2025	Avantax Advisory Services Inc.	29,143	$0.28M	0.0%	-3.3%	0.125%
2/7/2025	Gables Capital Management Inc.	83,106	$0.80M	0.4%	-6.6%	0.358%
2/7/2025	Independent Advisor Alliance	75,925	$0.74M	0.0%	N/A	0.327%
2/6/2025	Raymond James Financial Inc.	42,025	$0.41M	0.0%	N/A	0.181%
2/6/2025	Bard Associates Inc.	25,270	$0.26M	0.1%	-22.2%	0.109%
1/31/2025	Atria Wealth Solutions Inc.	25,768	$0.27M	0.0%	-60.5%	0.111%
1/30/2025	Blue Trust Inc.	54,454	$0.53M	0.0%	+43.3%	0.234%
1/22/2025	Blue Trust Inc.	47,000	$0.46M	0.0%	+23.7%	0.202%
1/21/2025	Sound Income Strategies LLC	965,296	$9.34M	0.6%	+7.8%	4.154%
11/25/2024	Tidal Investments LLC	48,350	$0.56M	0.0%	+7.4%	0.208%
11/8/2024	Advisors Asset Management Inc.	192,908	$2.23M	0.0%	+12.6%	0.830%
11/8/2024	Connor Clark & Lunn Investment Management Ltd.	59,353	$0.69M	0.0%	-17.0%	0.255%
10/22/2024	International Assets Investment Management LLC	2,314	$27K	0.0%	+1,057.0%	0.010%
10/18/2024	Blue Trust Inc.	38,000	$0.47M	0.0%	+15.2%	0.163%
10/10/2024	Sound Income Strategies LLC	895,062	$10.36M	0.7%	+4.7%	3.851%
8/14/2024	Squarepoint Ops LLC	29,081	$0.36M	0.0%	N/A	0.125%
8/14/2024	Marshall Wace LLP	52,715	$0.65M	0.0%	N/A	0.227%
7/31/2024	Commonwealth Equity Services LLC	21,986	$0.27M	0.0%	+48.6%	0.095%
7/22/2024	Atria Wealth Solutions Inc.	64,275	$0.81M	0.0%	+16.0%	0.277%
7/12/2024	Sound Income Strategies LLC	855,223	$10.49M	0.7%	+5.3%	3.680%
7/12/2024	Sanders Morris Harris LLC	32,244	$0.40M	0.1%	+3.1%	0.139%
5/17/2024	Tidal Investments LLC	41,086	$0.51M	0.0%	-28.8%	0.177%
5/15/2024	Quadrature Capital Ltd	26,885	$0.33M	0.0%	-57.1%	0.116%
5/14/2024	Advisors Asset Management Inc.	208,658	$2.59M	0.0%	-1.3%	0.898%
5/14/2024	EntryPoint Capital LLC	3,114	$39K	0.0%	N/A	0.013%
5/14/2024	CANADA LIFE ASSURANCE Co	18,292	$0.23M	0.0%	+19.7%	0.079%
4/15/2024	Sound Income Strategies LLC	812,395	$10.07M	0.8%	+7.8%	3.496%
3/25/2024	Quadrature Capital Ltd	62,643	$0.77M	0.0%	+121.4%	0.270%
2/12/2024	Cape Investment Advisory Inc.	7,206	$89K	0.0%	N/A	0.031%
2/7/2024	Avantax Advisory Services Inc.	21,198	$0.26M	0.0%	+13.1%	0.091%
2/6/2024	Benjamin F. Edwards & Company Inc.	61,800	$0.76M	0.0%	+50.7%	0.266%
2/2/2024	Atria Wealth Solutions Inc.	58,548	$0.75M	0.0%	-22.2%	0.252%
1/24/2024	International Assets Investment Management LLC	2,460	$30K	0.0%	+1,130.0%	0.011%
1/16/2024	Raymond James Financial Services Advisors Inc.	13,622	$0.17M	0.0%	N/A	0.059%
1/16/2024	Raymond James & Associates	98,169	$1.21M	0.0%	-12.5%	0.422%
1/11/2024	Sanders Morris Harris LLC	31,287	$0.40M	0.2%	N/A	0.135%
1/10/2024	Sound Income Strategies LLC	753,932	$9.27M	0.8%	+6.3%	3.244%
11/15/2023	Toroso Investments LLC	60,582	$0.77M	0.0%	+6.4%	0.261%
11/15/2023	Advisors Asset Management Inc.	280,450	$3.58M	0.1%	+8.0%	1.207%
11/14/2023	Quadrature Capital Ltd	28,290	$0.36M	0.0%	-25.8%	0.122%
11/13/2023	Connor Clark & Lunn Investment Management Ltd.	77,434	$0.99M	0.0%	+32.3%	0.333%
11/13/2023	Acadian Asset Management LLC	19,471	$0.25M	0.0%	N/A	0.084%
11/9/2023	UBS Group AG	194,508	$2.48M	0.0%	-1.1%	0.837%
11/8/2023	Atria Wealth Solutions Inc.	75,255	$0.99M	0.0%	+16.1%	0.324%
11/8/2023	NewEdge Wealth LLC	11,373	$0.15M	0.0%	N/A	0.049%
11/7/2023	Virtus ETF Advisers LLC	57,966	$0.74M	0.4%	+74.2%	0.249%
10/24/2023	Cambridge Investment Research Advisors Inc.	24,787	$0.32M	0.0%	+5.4%	0.107%
10/23/2023	Commonwealth Equity Services LLC	14,814	$0.19M	0.0%	-9.7%	0.064%
10/12/2023	IFP Advisors Inc	18,631	$0.24M	0.0%	-8.7%	0.080%
10/12/2023	Sound Income Strategies LLC	709,512	$9.06M	0.8%	+4.1%	3.053%
10/11/2023	Ronald Blue Trust Inc.	23,000	$0.30M	0.0%	+21.1%	0.099%
8/3/2023	Atria Wealth Solutions Inc.	64,833	$0.86M	0.0%	+118.0%	0.279%
8/3/2023	CWM LLC	2,000	$26K	0.0%	-42.9%	0.009%
8/3/2023	Mackenzie Financial Corp	38,038	$0.50M	0.0%	-22.8%	0.164%
7/31/2023	LPL Financial LLC	54,962	$0.71M	0.0%	+11.4%	0.236%
7/14/2023	Ronald Blue Trust Inc.	19,000	$0.24M	0.0%	+11.7%	0.082%
7/13/2023	Cambridge Investment Research Advisors Inc.	23,517	$0.30M	0.0%	+3.4%	0.101%
7/10/2023	Sound Income Strategies LLC	681,408	$8.74M	0.9%	+6.7%	2.932%
5/10/2023	Connor Clark & Lunn Investment Management Ltd.	35,758	$0.45M	0.0%	+140.6%	0.154%
5/5/2023	Silver Oak Securities Incorporated	12,000	$0.15M	0.0%	+9.8%	0.052%
5/2/2023	LSV Asset Management	9,900	$0.12M	0.0%	N/A	0.043%
5/1/2023	CWM LLC	3,500	$44K	0.0%	N/A	0.015%
4/27/2023	Benjamin F. Edwards & Company Inc.	20,000	$0.25M	0.0%	+11.1%	0.086%

Data available starting January 2016

See Full Table

WhiteHorse Finance, Inc. is business development company, non-diversified, closed end management company specializing in originating senior secured loans, lower middle market, growth capital industries. It invests in broadline retail, office services and supplies, building products, health care services, health care supplies, research and consulting services, application software, home furnishings, specialized consumer services, data processing and outsourced services, leisure facilities, cable, and satellite. It prefers to invest in United States. It typically invests between $5 million to $25 million in companies having enterprise value of between $50 million and $350 million.

Today's Range

Now: $8.98

$8.90

$9.06

50 Day Range

MA: $9.32

$8.67

$9.84

52 Week Range

Now: $8.98

$8.44

$13.28

Volume

150,660 shs

Average Volume

92,440 shs

Market Capitalization

$208.72 million

P/E Ratio

19.96

Dividend Yield

17.09%

Beta

0.84

Who are the company insiders with the largest holdings of WhiteHorse Finance?: WhiteHorse Finance's top insider investors include:
Anthony Tamer (Major Shareholder)
John Bolduc (Director)
Learn More about top insider investors at WhiteHorse Finance.
Who are the major institutional investors of WhiteHorse Finance?: WhiteHorse Finance's top institutional investors include:
Sound Income Strategies LLC — 4.36%
Ethos Financial Group LLC — 0.86%
Advisors Asset Management Inc. — 0.71%
Blue Trust Inc. — 0.29%
Royal Bank of Canada — 0.24%
BI Asset Management Fondsmaeglerselskab A S — 0.21%
Learn More about top institutional investors of WhiteHorse Finance stock.
Which institutional investors are selling WhiteHorse Finance stock?: Within the last quarter, WHF stock was sold by these institutional investors:
Connor Clark & Lunn Investment Management Ltd.
Royal Bank of Canada
Atria Wealth Solutions Inc.
Trexquant Investment LP
Avantax Advisory Services Inc.
Advisors Asset Management Inc.
Which institutional investors are buying WhiteHorse Finance stock?: During the last quarter, WHF stock was purchased by institutional investors including:
Ethos Financial Group LLC
Sound Income Strategies LLC
Blue Trust Inc.
Cambridge Investment Research Advisors Inc.
BI Asset Management Fondsmaeglerselskab A S