WESTWOOD HLDGS GROUP INC

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WHG·961765104·US·Common Stock·Financial Services - Asset Management-Activist

WHG (WESTWOOD HLDGS GROUP INC) is held by 45 institutional investors as of Q2 2026. Largest holders: Allspring Global Investments Holdings, LLC ($11.4M), BlackRock, Inc. ($11.2M), WESTWOOD HOLDINGS GROUP INC ($9.9M). Net institutional sentiment: Bullish.

45

Holders

(2 Elite)

$76.7M

Total Value

69% (39)

Consensus

27 buying - 12 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)39

Insider (Form 4)45

Activist (13D/13G)50

Congressional (STOCK Act)52

Holder Quality

51

★★★★★

Elite

59

★★★★

Strong

59

★★★

Solid

17

★★

Below

12

★

Weak

Held by 45 funds

2 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders Jun 12, 2026 · Activists Aug 12, 2026 · Congress none

ActivistGAMCO INVESTORS, INC. ET AL4.7%Aug 12, 2026

InsiderBMBYRNE SUSAN MSell $58KJun 11, 2026

InsiderBMBYRNE SUSAN MSell $32KJun 10, 2026

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Top Holders

Top Holders (45)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Allspring Global Investments Holdings, LLC	Decreased	592,567(-3.4%)	$11.4M	0.0%	+40.48%	0
BlackRock, Inc.	Increased	582,224(+14.3%)	$11.2M	0.0%	+30.27%	32
WESTWOOD HOLDINGS GROUP INC	Increased	518,966(+16.8%)	$9.9M	0.1%	+15.47%	32
GAMCO INVESTORS, INC. ET AL	Unchanged	443,800	$8.5M	0.1%	+15.48%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	328,558(-6.3%)	$6.3M	0.0%	+0.33%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	327,032(+2.0%)	$6.3M	0.0%	+17.42%	28
DIMENSIONAL FUND ADVISORS LP	Increased	284,446(+1.7%)	$5.5M	0.0%	+86.15%	27
KLKING LUTHER CAPITAL MANAGEMENT CORP	Unchanged	185,000	$3.5M	0.0%	+17.73%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	172,481(+7.6%)	$3.3M	0.0%	+14.49%	29
STATE STREET CORP	Decreased	86,997(-1.6%)	$1.7M	0.0%	+39.96%	0
GABELLI FUNDS LLC	Unchanged	82,210	$1.6M	0.0%	+74.42%	0
NORTHERN TRUST CORP	Decreased	55,531(-19.8%)	$1.1M	0.0%	+23.08%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	50,013(+16.7%)	$958,249	0.0%	+15.48%	20
VFVANGUARD FIDUCIARY TRUST CO	Increased	46,948(+1.1%)	$899,524	0.0%	+17.57%	25
BANK OF AMERICA CORP /DE/	Decreased	46,310(-17.1%)	$887,299	0.0%	+46.56%	0
SEI INVESTMENTS CO	Increased	40,419(+27.7%)	$774,428	0.0%	+21.79%	31
MORGAN STANLEY	Increased	21,574(+36.4%)	$413,382	0.0%	+25.65%	21
Bank of New York Mellon Corp	Decreased	20,665(-3.6%)	$395,939	0.0%	+29.28%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	18,194(+18.6%)	$348,597	0.0%	+25.41%	19
Nuveen, LLC	New	14,757	$282,744	0.0%	+3.55%	32

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WHGWESTWOOD HLDGS GROUP INC

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer