WESTWOOD HOLDINGS GROUP INC

Watch

Share

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

WHG (WESTWOOD HOLDINGS 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: Mixed.

45

Holders

(3 Elite)

$78M

Total Value

67% (39)

Consensus

26 buying - 13 selling

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

Smart Money Verdict

View all

Loading verdict

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

3 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders Aug 7, 2026 · Activists Aug 12, 2026 · Congress none

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

InsiderBMBYRNE SUSAN MSell $89KJul 2, 2026

InsiderBMBYRNE SUSAN MSell $69KJul 1, 2026

Checking access…

View all insider tradesView all activist filings

Top Holders

Top Holders (45)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Allspring Global Investments Holdings, LLC	Decreased	592,567(-3.4%)	$11.4M	0.0%	+34.62%	0
BlackRock, Inc.	Increased	582,224(+14.3%)	$11.2M	0.0%	+23.72%	32
WESTWOOD HOLDINGS GROUP INC	Increased	518,966(+16.8%)	$9.9M	0.1%	+12.84%	32
GAMCO INVESTORS, INC. ET AL	Unchanged	443,800	$8.5M	0.1%	+11.66%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	328,558(-6.3%)	$6.3M	0.0%	-2.74%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	327,032(+2.0%)	$6.3M	0.0%	+15.26%	28
DIMENSIONAL FUND ADVISORS LP	Increased	284,446(+1.7%)	$5.5M	0.0%	+4.85%	27
KLKING LUTHER CAPITAL MANAGEMENT CORP	Unchanged	185,000	$3.5M	0.0%	+16.26%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	172,481(+7.6%)	$3.3M	0.0%	+10.75%	29
STATE STREET CORP	Decreased	86,997(-1.6%)	$1.7M	0.0%	+15.11%	0
GABELLI FUNDS LLC	Unchanged	82,210	$1.6M	0.0%	+70.30%	0
NORTHERN TRUST CORP	Decreased	55,531(-19.8%)	$1.1M	0.0%	+18.40%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	50,013(+16.7%)	$958,249	0.0%	+12.86%	20
VFVANGUARD FIDUCIARY TRUST CO	Increased	46,948(+1.1%)	$899,524	0.0%	+15.45%	25
BANK OF AMERICA CORP /DE/	Decreased	46,310(-17.1%)	$887,299	0.0%	+83.84%	0
Empowered Funds, LLC	Increased	44,008(+5.0%)	$843,193	0.0%	+14.71%	26
SEI INVESTMENTS CO	Increased	40,419(+27.7%)	$774,428	0.0%	+17.78%	31
PRICE T ROWE ASSOCIATES INC /MD/	Increased	22,413(+23.8%)	$430,000	0.0%	+37.24%	20
MORGAN STANLEY	Increased	21,574(+36.4%)	$413,382	0.0%	+21.87%	21
Bank of New York Mellon Corp	Decreased	20,665(-3.6%)	$395,939	0.0%	+24.32%	0

Showing 1-20 of 47

Per page:

1 / 3

WHGWESTWOOD HOLDINGS GROUP INC

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Financial Services stocks held by institutions

VVISA INC

434 holders · $458.6B

JPMJPMORGAN CHASE & CO

418 holders · $572.9B

MAMASTERCARD INCORPORATED

415 holders · $360.8B

BACBANK OF AMER CORP

405 holders · $281.3B

BRK/BBERKSHIRE HATHAWAY INC DEL

399 holders · $408.8B

SPGIS&P Global Inc

390 holders · $93.4B

WFCWELLS FARGO & CO

386 holders · $181.2B

MSMORGAN STANLEY

385 holders · $266.4B

COFCAPITAL ONE FINL CORP

384 holders · $97.7B

CCITIGROUP INC

382 holders · $169.7B

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