WHF
WhiteHorse Finance, Inc.
$6.42
-0.16 (-2.43%)
At close · Jul 7
Market Cap
$138.75M
Shares
21,611,392
Price & Indicators
Indicators
Price
Panels
Event markers
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$6.42
Open$6.63
Day$6.40–6.72
52W$5.86–8.23
Avg vol 30d80K
Short int246K · 1.1% float · 2.9d
Short vol62%
Last earningsMay 7, 2026
DataJan 2020–Jul 2026
Filing10-Q · May 7
Equibles Rating
blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical
Neutral
Momentum
Very Weak
Sentiment
Neutral
Fundamentals
Strong
Quant / Vol
Moderate
Market backdrop
VIX 16.9 · calm
Equity put/call 0.86
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−9%
below
Price vs 50-day avg
−8%
below
RSI (14)
39
neutral
MACD trend
Positive
52-week position
24%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−4%
trailing
6-month return
−3%
trailing
YTD return
−4%
this year
Relative strength
−11%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $7 › 200d $7 — 200d above 50d
Institutional flow
Distributing
-14% holders QoQ · +9 funds added
Insider flow
Accumulating
Net +$774.0K over 90 days · 0% sells
Short interest
Falling
1.14% of float · ▼ -35.2% MoM · 2.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
50 holders — mid 3-yr range
Squeeze score
46
elevated · 0–100
Fundamentals
EPS growth
+32%
Y/Y
Valuation
P/E 15.7
in line
Buyback
$12.1M
remaining
Balance sheet
$316.8M
net debt
Quant / Vol
risk profile
Volatility
30%
annualized · 1-yr
Max drawdown
−27%
past year
ATR
3.5%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Up next
Next earnings call
Aug 6, 2026
Est · unconfirmed
· in 4 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed May 7, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Technicals
trend & momentum for long-term holders Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−9%
Bearish
Price vs 50-day avg
−8%
Bearish
RSI (14)
39
Neutral
MACD trend
Positive
Bullish
52-week position
24%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $7 › 200d $7 — 200d above 50d
Institutional flow
Distributing
-14% holders QoQ · +9 funds added
Insider flow
Accumulating
Net +$774.0K over 90 days · 0% sells
Short interest
Falling
1.14% of float · ▼ -35.2% MoM · 2.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
50 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $6
Now $6 · 24%
52-wk high $8
vs 200-day avg -9%
vs 50-day avg -8%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Fundings to existing portfolio companies | $6.9M | Three Months Ended March 31, 2026 | — |
| Net fundings to revolver loans | $0.7M | Three Months Ended March 31, 2026 | — |
| New portfolio company investments | $18.5M | Three Months Ended March 31, 2026 | — |
| Number of portfolio companies | 65 | As of March 31, 2026 | — |
| Number of portfolio positions | 128 | As of March 31, 2026 | — |
| Weighted average effective yield on income-producing debt investments | 10.8% | As of March 31, 2026 | +18.7% |
|
|
|||
| first-lien senior secured debt portfolio percentage | 98.8% | Q1 2026 call | — |
| gross capital deployments | $25.4M | Q1 2026 call | — |
| net asset value per share | $11.47 | Q1 2026 call | — |
|
|
|||
| non-sponsor portfolio percentage at fair value | 38% | Q1 2026 call | — |
| repayments and sales | $38M | Q1 2026 call | — |
| software exposure as percentage of portfolio at cost | 11.1% | Q1 2026 call | — |
| software exposure as percentage of portfolio at fair value | 9.9% | Q1 2026 call | — |
| STRS JV portfolio aggregate fair value | $327.1M | Q1 2026 call | — |
| STRS JV portfolio average effective yield | 9.9% | Q1 2026 call | — |
| total investments at fair value | $543M | Q1 2026 call | — |
| weighted-average effective yield on income-producing debt investments | 10.8% | Q1 2026 call | — |
| weighted-average effective yield on overall portfolio | 8.7% | Q1 2026 call | — |
| Gross investment deployments | 180.8M | FY2025 | — |
| Net Asset Value | 259.8M | Q4 FY2025 | — |
| Portfolio companies | 68 | FY2025 | — |
| Portfolio positions | 129 | FY2025 | — |
| STRS JV investment portfolio | 323.6M | Q4 FY2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WHF
this stock
WhiteHorse Finance, Inc.
|
$138.75M | -4.3% | — | 15.7 | 1.1% |
|
BLK
BlackRock, Inc.
|
$328.75B | -5.2% | +16.2% | 25.4 | 0.6% |
|
BN
BROOKFIELD Corp /ON/
|
$95.89B | -6.1% | — | — | 0.6% |
|
BX
Blackstone Inc.
|
$88.12B | -22.1% | +9.2% | 30.4 | 2.7% |
|
KKR
KKR & Co. Inc.
|
$83.77B | -26.7% | -11.0% | — | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WHF | -4.2% | -3.6% | -3.2% | -4.2% | -4.3% |
| SPY | +0.9% | +1.4% | +7.6% | +0.1% | +9.7% |
| vs SPY | -5.1% | -5.0% | -10.7% | -4.3% | -13.9% |
Capital returns
Latest dividend
$0.25
/ share · ex May 21, 2026
Paid (TTM)
$1.18
/ share · 5 payouts
Dividend yield (TTM, derived)
18.38%
Buyback program
· as of Mar 31, 2026
Authorized
$22.50M
Spent (derived)
$10.44M
Remaining
$12.06M
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.