WESTWOOD HOLDINGS GROUP INC WHG
$19.98
+4.0% 52w: $14.76 – $20.15
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data14.7617.4520.15
Jun 20, 2025 Jul 2, 2026
Institutional holders
69
+6 QoQ
13F value
$86.7M
+4.3% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns WHG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 613.1K | $9.7M | 0.0% | +1.0% |
| BlackRock, Inc. | Index provider | 509.4K | $8.4M | 0.0% | -0.6% |
| Settian Capital LP ★3 | Fundamental concentrated | 470.5K | $7.7M | 5.4% | Held |
| WESTWOOD HOLDINGS GROUP INC | Other | 444.2K | $7.3M | 0.1% | New |
| GAMCO INVESTORS, INC. ET AL | Other | 443.8K | $7.3M | 0.1% | Held |
| North Star Investment Management Corp. | Diversified mechanical | 380.8K | $6.3M | 0.4% | +2.4% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 350.8K | $5.8M | 0.0% | -6.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 320.5K | $5.3M | 0.0% | — |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 279.7K | $4.6M | 0.0% | +1.9% |
| KING LUTHER CAPITAL MANAGEMENT CORP | Other | 185.0K | $3.0M | 0.0% | Held |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 160.3K | $2.6M | 0.0% | -1.8% |
| Garner Asset Management Corp | Other | 111.0K | $1.8M | 0.7% | -10.7% |
| AEGIS FINANCIAL CORP ★3 | Fundamental concentrated | 99.9K | $1.6M | 0.3% | Held |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 97.3K | $1.6M | 0.0% | +3.8% |
| STATE STREET CORP | Index provider | 88.4K | $1.5M | 0.0% | +1.9% |
| GABELLI FUNDS LLC | Diversified mechanical | 82.2K | $1.4M | 0.0% | +6.5% |
| Peapod Lane Capital LLC ★2 | Fundamental diversified | 78.9K | $1.3M | 1.1% | -11.1% |
| NORTHERN TRUST CORP | Index provider | 69.3K | $1.1M | 0.0% | +5.4% |
| De Lisle Partners LLP | Other | 58.2K | $956K | 0.1% | -1.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 55.9K | $920K | 0.0% | +1.9% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 46.4K | $765K | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 42.9K | $706K | 0.0% | — |
| Empowered Funds, LLC | Diversified mechanical | 41.9K | $690K | 0.0% | New |
| SEI INVESTMENTS CO | Diversified mechanical | 31.7K | $521K | 0.0% | +31.3% |
| LEVIN CAPITAL STRATEGIES, L.P. ★2 | Fundamental diversified | 25.5K | $420K | 0.0% | Held |
| Bank of New York Mellon Corp | Diversified mechanical | 21.4K | $353K | 0.0% | +1.1% |
| Advisor OS, LLC | Wealth advisor | 20.0K | $330K | 0.0% | New |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 18.1K | $299K | 0.0% | +8.9% |
| MORGAN STANLEY | Bank broker | 15.8K | $261K | 0.0% | -19.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 15.3K | $253K | 0.0% | -16.3% |
| Prosperity Consulting Group, LLC | Wealth advisor | 14.0K | $231K | 0.0% | -8.1% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 13.8K | $227K | 0.0% | +0.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 12.3K | $202K | 0.0% | +6.3% |
| GABELLI & Co INVESTMENT ADVISERS, INC. | Other | 11.2K | $184K | 0.0% | +6.6% |
| Cerity Partners LLC | Diversified mechanical | 10.4K | $171K | 0.0% | +0.2% |
| DEUTSCHE BANK AG\ | Bank broker | 6.7K | $110K | 0.0% | New |
| RHUMBLINE ADVISERS | Diversified mechanical | 5.7K | $93K | 0.0% | -1.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.3K | $87K | 0.0% | -47.6% |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 3.6K | $59K | 0.0% | Held |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 3.6K | $59K | 0.0% | +2.6% |
| JPMORGAN CHASE & CO | Bank broker | 3.0K | $50K | 0.0% | -64.7% |
| BARCLAYS PLC | Bank broker | 2.8K | $45K | 0.0% | -77.8% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 2.6K | $43K | 0.0% | — |
| UBS Group AG | Bank broker | 2.5K | $41K | 0.0% | -34.4% |
| Police & Firemen's Retirement System of New Jersey | Diversified mechanical | 1.9K | $31K | 0.0% | Held |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 1.6K | $27K | 0.0% | -16.4% |
| Tower Research Capital LLC (TRC) | Market maker | 1.1K | $18K | 0.0% | +79.6% |
| Ameritas Investment Partners, Inc. | Diversified mechanical | 761 | $13K | 0.0% | Held |
| Legal & General Group Plc | Diversified mechanical | 675 | $11K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 637 | $11K | 0.0% | -1.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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