WESTWOOD HOLDINGS GROUP INC - WHG

Sector: Financial · Industry: Investment Advice

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$93.53M

QoQ value delta ($000)

+$10.41M (+12.52%)

Implied price effect (QoQ)

-4.66%

Total shares

5,683,488

QoQ shares delta

+867,710 (+18.02%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 69 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
Allspring Global Investments Holdings, LLC	9,748	613,114	0.02%
BlackRock, Inc.	8,390	509,415	0.0%
Settian Capital LP	7,749	470,515	5.43%
WESTWOOD HOLDINGS GROUP INC	7,316	444,245	0.05%
GAMCO INVESTORS, INC. ET AL	7,309	443,800	0.07%
VANGUARD GROUP INC	6,855	398,354	0.0%
North Star Investment Management Corp.	6,271	380,809	0.38%
RENAISSANCE TECHNOLOGIES LLC	5,777	350,767	0.01%
VANGUARD CAPITAL MANAGEMENT LLC	5,278	320,516	0.0%
DIMENSIONAL FUND ADVISORS LP	4,606	279,685	0.0%
KING LUTHER CAPITAL MANAGEMENT CORP	3,046	185,000	0.01%
GEODE CAPITAL MANAGEMENT, LLC	2,641	160,296	0.0%
Garner Asset Management Corp	1,828	111,016	0.72%
AEGIS FINANCIAL CORP	1,645	99,926	0.28%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	1,603	97,350	0.03%
STATE STREET CORP	1,469	88,397	0.0%
GABELLI FUNDS LLC	1,353	82,210	0.01%
Peapod Lane Capital LLC	1,295	78,859	1.06%
NORTHERN TRUST CORP	1,140	69,256	0.0%
De Lisle Partners LLP	955	58,199	0.11%
BANK OF AMERICA CORP /DE/	919	55,856	0.0%
VANGUARD FIDUCIARY TRUST CO	764	46,448	0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC	706	42,866	0.0%
Empowered Funds, LLC	690	41,898	0.0%
SEI INVESTMENTS CO	521	31,659	0.0%