WESTWOOD HLDGS GROUP INC (WHG) is held by 46 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Allspring Global Investments Holdings, LLC as of Q1 2026.

Are institutions buying or selling WHG?

In Q1 2026, 23 institutions opened or increased positions in WESTWOOD HLDGS GROUP INC while 19 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on WHG?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WESTWOOD HLDGS GROUP INC.

How many hedge funds hold WHG?

46 institutional investors report holding WESTWOOD HLDGS GROUP INC (WHG) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into WHG?

As of Q1 2026, tracked institutions in WESTWOOD HLDGS GROUP INC show 23 buyers versus 19 sellers — net inflows.

WESTWOOD HLDGS GROUP INC

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

Holders

Avg rating(11 Elite)

$64.2M

Total Value

55% (48)

Fund Consensus

23 buying - 19 selling

Smart Money Verdict

View all

Held by 46 funds

11 elite

Who's Trading

InsiderBMBYRNE SUSAN MSell $10KMay 8, 2026

InsiderBMBYRNE SUSAN MSell $16KMay 7, 2026

InsiderBMBYRNE SUSAN MSell $4KMay 6, 2026

InsiderBMBYRNE SUSAN MSell $11KMay 5, 2026

InsiderBMBYRNE SUSAN MSell $4KMay 4, 2026

InsiderHHHoak J. HaleVest 6K shApr 30, 2026

InsiderMHMASTERSON ELLEN HVest 6K shApr 30, 2026

InsiderBABowman Randy AVest 6K shApr 30, 2026

ActivistDRDePrince, Race & Zollo, Inc.0.0%Jan 15, 2026

Activist

BlackRock, Inc.5.1%Oct 17, 2025

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Allspring Global Investments Holdings, LLC	Increased	613,114(+1.0%)	$9.7M	0.0%	+38.00%	28
BlackRock, Inc.	Decreased	509,415(-0.7%)	$8.4M	0.0%	+32.88%	0
WESTWOOD HOLDINGS GROUP INC	New	444,245	$7.3M	0.1%	+15.67%	38
GAMCO INVESTORS, INC. ET AL	Unchanged	443,800	$7.3M	0.1%	+13.45%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	350,767(-6.1%)	$5.8M	0.0%	-1.44%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	New	320,516	$5.3M	0.0%	+15.67%	37
DIMENSIONAL FUND ADVISORS LP	Increased	279,685(+1.9%)	$4.6M	0.0%	+85.38%	27
KLKING LUTHER CAPITAL MANAGEMENT CORP	Unchanged	185,000	$3M	0.0%	+15.65%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	160,296(-1.8%)	$2.6M	0.0%	+11.53%	0
STATE STREET CORP	Increased	88,397(+1.9%)	$1.5M	0.0%	+37.49%	26
GABELLI FUNDS LLC	Increased	82,210(+6.5%)	$1.4M	0.0%	+71.34%	27
NORTHERN TRUST CORP	Increased	69,256(+5.4%)	$1.1M	0.0%	+20.90%	27
BANK OF AMERICA CORP /DE/	Increased	55,856(+1.9%)	$919,948	0.0%	+43.97%	25
VFVANGUARD FIDUCIARY TRUST CO	New	46,448	$764,999	0.0%	+15.67%	34
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	42,866	$706,003	0.0%	+15.67%	38
Empowered Funds, LLC	Increased	41,898(+9.3%)	$690,060	0.0%	+47.18%	27
SEI INVESTMENTS CO	Increased	31,659(+31.3%)	$521,424	0.0%	+25.77%	31
Bank of New York Mellon Corp	Increased	21,436(+1.1%)	$353,044	0.0%	+27.00%	24
PRICE T ROWE ASSOCIATES INC /MD/	Increased	18,102(+8.9%)	$299,000	0.0%	+53.61%	17
MORGAN STANLEY	Decreased	15,822(-19.3%)	$260,589	0.0%	+33.82%	0