DFX Intelligence
Private Credit Intelligence
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BDC portfolio
W••••••••• F••••••• I•••
Fair value
$932M
as of Jun 30, 2026
Principal held
$894M
debt pieces, the filer's figure
Cost
$934M
100c on cost
Unfunded
n/a
commitments not yet drawn
Positions
250
114 borrowers
First lien
81%
96% debt by fair value
Quarters on the tape
18
since Dec 31, 2020
Facilities held
226
27 sponsors financed
Portfolio through time
Fair value by quarter end$932M as of Jun 30, 2026
Dec 31, 2020$82.7M then
| Quarter | Fair value | Borrowers | On cost | PIK pos. | Avg spread |
|---|---|---|---|---|---|
| Jun 30, 2026 | $932M | 114 | 101c | 22 | 591 bp |
| Mar 31, 2026 | $891M | 111 | 101c | 26 | 596 bp |
| Dec 31, 2025 | $1.2B | 118 | 101c | 30 | 599 bp |
| Sep 30, 2025 | $931M | 116 | 100c | 26 | 616 bp |
| Jun 30, 2025 | $981M | 121 | 101c | 28 | 621 bp |
| Mar 31, 2025 | $983M | 121 | 98c | 36 | 647 bp |
| Dec 31, 2024 | $1.3B | 121 | 98c | 45 | 663 bp |
| Sep 30, 2024 | $994M | 123 | 100c | 39 | 690 bp |
| Jun 30, 2024 | $1.0B | 119 | 101c | 37 | 695 bp |
| Mar 31, 2024 | $1.0B | 115 | 101c | 41 | 704 bp |
| Dec 31, 2023 | $1.3B | 121 | 99c | 41 | 688 bp |
| Sep 30, 2023 | $1.1B | 111 | 100c | 36 | 698 bp |
| Jun 30, 2023 | $1.1B | 111 | 101c | 34 | 698 bp |
| Mar 31, 2023 | $1.1B | 112 | 101c | 30 | 684 bp |
| Dec 31, 2022 | $1.2B | 111 | 101c | 27 | 644 bp |
| Sep 30, 2022 | $1.1B | 101 | 101c | 25 | 691 bp |
| Dec 31, 2021 | $1.1B | 106 | 100c | 26 | 693 bp |
| Dec 31, 2020 | $82.7M | 4 | n/a | 0 | n/a |
Each quarter end is the schedule as filed for that instant; a restated year end is taken from the latest filing that carries it.
Sponsors financed
No borrower on this schedule has a sponsor attribution yet.
Counted at BDC level here; the adviser page counts across every BDC it manages. A sponsor named by Form D signer consensus is an inference.
What changed
- New borrower on a BDC scheduleJun 30, 2026
- New borrower on a BDC scheduleJun 30, 2026
- New borrower on a BDC scheduleJun 30, 2026
- Marked down (one lender)Jun 30, 2026
- Marked down (one lender)Jun 30, 2026
- Spread increasedJun 30, 2026
- PIK interest increasedJun 30, 2026
- PIK interest increasedJun 30, 2026
- New lender joined a facilityMar 31, 2026
- New lender joined a facilityMar 31, 2026
- Lender left a facilityMar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Marked down (one lender)Mar 31, 2026
- Marked down (one lender)Mar 31, 2026
- PIK interest increasedMar 31, 2026
- Spread increasedMar 31, 2026
- Spread increasedMar 31, 2026
- Spread increasedMar 31, 2026
- Spread increasedMar 31, 2026
Largest facilities held, with co-lenders
- W•• S••• O••• unsecured or subordinated term loan1 BDC hold it$108M 121c
- T•• I••••• P•••••• L•• equity1 BDC hold it$20.8M 77c
- A••••••••• O•••••• G•••• L•• first lien term loan9 BDCs hold it · matures Feb 23, 2028$20.4M 101c
- F••••• P•••••• T••••••••• L• first lien term loan1 BDC hold it · matures Dec 7, 2026$18.6M 100c
- M••••• D••••• M•••• 2• L•• first lien term loan2 BDCs hold it · matures May 31, 2027$17.6M 96c
- G•• C••••••••• I•• first lien term loan2 BDCs hold it · matures Apr 15, 2031$15.2M 101c
- C•••••••• F•••••• H•••••••• L•• first lien term loan1 BDC hold it · matures Sep 25, 2029$14.2M 25c
- S••••• C••• H•••••••• L•• first lien term loan2 BDCs hold it · matures Jul 30, 2027$13.8M 99c
- Z••••• B••••• L•• first lien term loan1 BDC hold it · matures Jan 31, 2031$13.8M 102c
- L•••••••• I••••••••• H•••••• L•• first lien term loan3 BDCs hold it · matures Dec 27, 2027$13.6M 100c
- S•••• O•••• L•• first lien term loan3 BDCs hold it · matures Nov 7, 2030$13.4M 101c
- D••• F••• C•••••••• I•• first lien term loan3 BDCs hold it · matures Dec 5, 2028$13.3M 100c
Schedule of investments at Jun 30, 2026
250 positions
| Borrower | Instrument | Principal | Fair value | Rate | Maturity |
|---|---|---|---|---|---|
| V•••••• B•••••• M•• I•••••••• L• (d/b/a MGT Consulting Group) | preferred equity equity | n/a | $15,000 | ||
| K•••• I••••••••• L•• | delayed draw term loan first lien | n/a | $13,000 | SOFR+575 bp | Dec 31, 2029 |
| P••••• H•••••• L•• | revolver first lien | n/a | $10,000 | SOFR+450 bp | Oct 26, 2028 |
| F••• W•••• H•••••• L•• | revolver first lien | n/a | $10,000 | SOFR+675 bp | Jul 31, 2029 |
| R••••• C••••••••• O•••••••• C••••••• I••. (d/b/a R••••• C••••••••• Inc.) | revolver first lien | n/a | $8,000 | Prime+625 bp | Jun 21, 2029 |
| A• C•••••• A••••••••• C••••••••• | revolver first lien | n/a | $8,000 | SOFR+525 bp | Jul 2, 2031 |
| K••• W••••••• G•••• I••. | revolver first lien | n/a | $8,000 | SOFR+650 bp | Nov 9, 2028 |
| G•• L••••• A••••••••• C•••. | revolver first lien | n/a | $7,000 | SOFR+500 bp | Jan 31, 2031 |
| L••••••••• I••. | revolver first lien | n/a | $7,000 | SOFR+550 bp | Nov 19, 2031 |
| S•••• R••••••• H•••••••• L•• (d/b/a S•••• R•••••••, LLC) | revolver first lien | n/a | $7,000 | SOFR+800 bp | Dec 2, 2027 |
| T•• G••••• I••. (d/b/a Netevia Group LLC) | revolver first lien | n/a | $7,000 | SOFR+750 bp | Jun 28, 2029 |
| N• Z• H••••• I••. (d/b/a Zep, Inc.) | revolver first lien | n/a | $7,000 | SOFR+500 bp | Jun 30, 2031 |
| N• Z• H••••• I•• | revolver first lien | n/a | $6,000 | Prime+650 bp PIK 2.50% | Jun 30, 2031 |
| M•••• A••••••••• I••.First Lien Secured | revolver first lien | n/a | $6,000 | SOFR+600 bp | Mar 1, 2029 |
| M•••• M••••••••• L•• | revolver first lien | n/a | $6,000 | Prime+400 bp | Nov 21, 2031 |
| M•••• M••••••••• L•• | delayed draw term loan first lien | n/a | $6,000 | SOFR+400 bp | Nov 21, 2031 |
| E•• D•••••• L•• | delayed draw term loan first lien | n/a | $6,000 | SOFR+450 bp | Nov 14, 2031 |
| P•••••••• L••••••• G••••• L•• | revolver first lien | n/a | $5,000 | //fasb.org/us-gaap/2025#Base Rate+525 bp | Nov 4, 2030 |
| L••••••••• I••. | delayed draw term loan first lien | n/a | $5,000 | SOFR+550 bp | Nov 19, 2031 |
| A•• L•••• P••••••••• L•• | revolver first lien | n/a | $5,000 | SOFR+550 bp | Apr 16, 2030 |
| W••••••••• H••• F••••••••• L•• (d/b/a Saatva, Inc.) | revolver first lien | n/a | $5,000 | SOFR+550 bp | Sep 30, 2027 |
| T••••••• B•••• L•• | delayed draw term loan first lien | n/a | $4,000 | SOFR+475 bp | Mar 11, 2031 |
| L•••••••• I••••••••• H•••••• L•• | revolver first lien | n/a | $3,000 | SOFR+600 bp | Dec 27, 2027 |
| T•••••••• S••••••••• I••.First Lien Secured | revolver first lien | n/a | $2,000 | SOFR+600 bp | Mar 2, 2028 |
| M•• S••••••••• I••. | revolver first lien | n/a | $1,000 | //www.whitehorsefinance.com/20260630#Canadian Overnight Repo Rate Average+690 bp | Sep 29, 2028 |
| Wamp;A• I••••••••• C••• L•• | delayed draw term loan first lien | n/a | $-1,000 | SOFR+625 bp | Aug 1, 2029 |
| T•••••••• M•••• L•• | revolver first lien | n/a | $-4,000 | SOFR+550 bp PIK 0.75% | Dec 28, 2029 |
| T•••••••• M•••• L•• | delayed draw term loan first lien | n/a | $-5,000 | SOFR+550 bp PIK 0.75% | Dec 28, 2029 |
| M••••• D••••• M•••• 2• L•• | revolver first lien | n/a | $-25,000 | SOFR+650 bp | May 3, 2027 |
| R••• A••••••••• L•• | revolver first lien | n/a | $-50,000 | SOFR+550 bp | Jan 2, 2029 |
| Q•••• E•••••• L•• | equity equity | $402,000 | n/a n/a | ||
| T•• I••••• P•••••• L•• | equity equity | $20.8M | n/a | ||
| V•••••••• M•••••••• a••; Controls, Inc | revolver first lien | n/a | n/a | SOFR+500 bp | Jun 23, 2031 |
| P••••••••• G•••• E•••••• I••. | preferred equity equity | $36,000 | n/a n/a | ||
| C• H••••• L•• | equity equity | $1.1M | n/a n/a | ||
| A••••••• C••••• G• L•• (d/b/a A••••••• (USA), LLC) | equity equity | $663,000 | n/a | ||
| E••• A••••••••• L•• (d/b/a EducationDynamics, LLC) | preferred equity equity | $167,000 | n/a n/a | ||
| I••••••••• C•••• C••••••••• I••. (d/b/a I•••••••••.net, Inc.) | revolver first lien | n/a | n/a | SOFR+550 bp | Nov 26, 2031 |
| V•••••••• M•••••••• a••; Controls, Inc | delayed draw term loan first lien | n/a | n/a | SOFR+500 bp | Jun 23, 2031 |
| Max S•••••••• Inc. | equity equity | $4,000 | n/a n/a | ||
| S•••• R••••••• Investments LLC | equity equity | $400,000 | n/a n/a | ||
| P••••••••• Group Equity Inc | preferred equity equity | n/a | n/a | ||
| I••••••• I••••••••• | equity equity | $244,000 | n/a n/a | ||
| H• I• G• C••••••••• L• | unstated lien unstated | n/a | n/a | ||
| P••••••••• Group Equity Inc | equity equity | n/a | n/a | ||
| I••••••• H••••• L•• | revolver first lien | n/a | n/a | SOFR+575 bp | Feb 19, 2030 |
| P••••••••• G•••• E•••••• I•• | equity equity | $72,000 | n/a n/a | ||
| P•• H•••••• C••••••• L•• | equity equity | $1,000 | n/a n/a | ||
| I••••••• H••••• L•• | revolver first lien | n/a | n/a | SOFR+575 bp | Feb 19, 2030 |
| C••• F••••••• S••••••s P•••••, LLC | preferred equity equity | $15,000 | n/a n/a |
Page 3 of 3Previous
Registration
- Fiscal year end
- 1231reported
- Incorporated
- DEreported
- On the SEC BDC report
- 2013 to 2026reported
- Filings listed
- 19reported10-Q and 10-K since 2022
- Former names
- W••••••••• Finance, LLCreported
- Latest schedule
- 0001104659-26-093465reported