Westwood Holdings Group

WHG · NYSE

$18.74+$0.00 (+0.00%)TodayMarket closed · Oct 20, 7:00 PM ET

Prev close $18.74

Who owns WHG

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 53.6% of WHG’s shares.

Hoak & Co.7.9%
Gabelli Funds, LLC6.9%
Allspring Global Investments, LLC6.2%
Casey (Brian O)5.6%
Next 6 largest institutions27.0%
All other shareholders46.4%

Top institutional holders of WHG
Holder	Shares	% of shares	Change, last filing	Filed
Hoak & Co.	750.00K	7.90%	+5.65K	Mar 3, 2026
Gabelli Funds, LLC	652.09K	6.87%	+109.04K	Aug 11, 2026
Allspring Global Investments, LLC	592.57K	6.24%	−20.55K	Jun 30, 2026
Casey (Brian O)	530.61K	5.59%	+32.46K	Mar 3, 2026
BlackRock Institutional Trust Company, N.A.	528.45K	5.57%	+74.79K	Jun 30, 2026
Westwood Management Corp. (Texas)	518.97K	5.47%	+74.72K	Jun 30, 2026
Settian Capital LP	470.51K	4.96%	+0	Jun 30, 2026
North Star Investment Management Corporation	387.80K	4.09%	+6.99K	Jun 30, 2026
Renaissance Technologies LLC	328.56K	3.46%	−22.21K	Jun 30, 2026
Vanguard Capital Management, LLC	327.03K	3.45%	+6.52K	Jun 30, 2026

Largest mutual fund holders

Top mutual fund holders of WHG
Holder	Shares	% of shares	Change, last filing	Filed
Allspring Special Small Cap Val Fd	421.14K	4.44%	−440	Jul 31, 2026
Vanguard Total Stock Market Index Fund	242.37K	2.55%	+0	Jul 31, 2026
iShares Russell 2000 ETF	166.50K	1.75%	+8.94K	Jul 31, 2026
North Star Dividend Fund	151.00K	1.59%	+0	May 31, 2026
Brighthouse Small Cap Value Portfolio	103.54K	1.09%	+8.70K	Jun 30, 2026

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders sold $1.22M (50 trades) of WHG on the open market, with no buys.

Latest WHG insider transactions
Insider	Date	Type	Shares	Price	Value
BYRNE SUSAN M	Jul 2, 2026	Sale	4.48K	$19.88	$89.07K
BYRNE SUSAN M	Jul 1, 2026	Sale	3.58K	$19.35	$69.36K
BYRNE SUSAN M	Jun 30, 2026	Sale	1.09K	$19.17	$20.91K
BYRNE SUSAN M	Jun 29, 2026	Sale	7.19K	$20.03	$144.04K
BYRNE SUSAN M	Jun 26, 2026	Sale	4.27K	$19.39	$82.86K
BYRNE SUSAN M	Jun 25, 2026	Sale	500	$18.21	$9.10K
BYRNE SUSAN M	Jun 24, 2026	Sale	1.30K	$18.32	$23.82K
BYRNE SUSAN M	Jun 23, 2026	Sale	2.50K	$18.45	$46.12K
BYRNE SUSAN M	Jun 22, 2026	Sale	1.00K	$18.31	$18.31K
BYRNE SUSAN M	Jun 22, 2026	Sale	1.00K	$18.31	$18.31K

Short interest

Settled Sep 30, 2026

Shares short: 102.40K
Days to cover: 5.95
% of shares outstanding: 1.08%
Average daily volume: 17.20K
Change since last report: −4.8%

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