WESTWOOD HOLDINGS GROUP INC

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WHG·961765104·US·equity·Financial Services - Asset Management-Activist

WHG (WESTWOOD HOLDINGS GROUP INC) is held by 42 institutional investors as of Q1 2026. Largest holders: Allspring Global Investments Holdings, LLC ($9.7M), BlackRock, Inc. ($8.4M), WESTWOOD HOLDINGS GROUP INC ($7.3M). Net institutional sentiment: Mixed.

42

Holders

Avg rating(2 Elite)

$57.1M

Total Value

50% (44)

Fund Consensus

19 buying - 19 selling

Smart Money Verdict

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43Weak MomentumSplit Signals

Institutional (13F)53

Insider (Form 4)24

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how WHG's score breaks down across 4 SEC sources

Holder Quality

2

★★★★★

Elite

17

★★★★

Strong

14

★★★

Solid

11

★★

Below

0

★

Weak

Held by 42 funds

2 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

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

ActivistBlackRock, Inc.5.1%Oct 17, 2025

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

Positions (42)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Allspring Global Investments Holdings, LLC	Increased	613,114(+1.0%)	$9.7M	0.0%	+11.94%	28
BlackRock, Inc.	Decreased	509,415(-0.7%)	$8.4M	0.0%	+7.79%	0
WESTWOOD HOLDINGS GROUP INC	New	444,245	$7.3M	0.1%	-6.17%	38
GAMCO INVESTORS, INC. ET AL	Unchanged	443,800	$7.3M	0.1%	-7.97%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	350,767(-6.1%)	$5.8M	0.0%	-20.05%	0
DIMENSIONAL FUND ADVISORS LP	Increased	279,685(+1.9%)	$4.6M	0.0%	+50.38%	27
KLKING LUTHER CAPITAL MANAGEMENT CORP	Unchanged	185,000	$3M	0.0%	-6.18%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	160,296(-1.8%)	$2.6M	0.0%	-9.53%	0
STATE STREET CORP	Increased	88,397(+1.9%)	$1.5M	0.0%	+11.53%	26
GABELLI FUNDS LLC	Increased	82,210(+6.5%)	$1.4M	0.0%	+38.99%	27
NORTHERN TRUST CORP	Increased	69,256(+5.4%)	$1.1M	0.0%	-1.92%	27
BANK OF AMERICA CORP /DE/	Increased	55,856(+1.9%)	$919,948	0.0%	+16.79%	25
Empowered Funds, LLC	Increased	41,898(+9.3%)	$690,060	0.0%	+19.39%	27
SEI INVESTMENTS CO	Increased	31,659(+31.3%)	$521,424	0.0%	+2.03%	31
Bank of New York Mellon Corp	Increased	21,436(+1.1%)	$353,044	0.0%	+3.02%	24
MORGAN STANLEY	Decreased	15,822(-19.3%)	$260,589	0.0%	+8.55%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	15,345(-16.4%)	$252,732	0.0%	+4.01%	0
Connor, Clark & Lunn Investment Management Ltd.	Increased	13,786(+0.2%)	$227,055	0.0%	+27.06%	23
GOLDMAN SACHS GROUP INC	Increased	12,270(+6.3%)	$202,087	0.0%	-7.87%	17
Cerity Partners LLC	Increased	10,407(+0.2%)	$171,403	0.0%	+16.33%	23

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer