WESTWOOD HOLDINGS GROUP INC - WHG

Sector: Financial · Industry: Investment Advice
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$104.3M
QoQ value delta ($000)
-$95K (-0.09%)
Implied price effect (QoQ)
-0.05%
Shares
Total shares
5,442,278
QoQ shares delta
-2,459 (-0.05%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 13 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 11,389 592,567 0.02%
BlackRock, Inc. 11,155 582,224 0.0%
WESTWOOD HOLDINGS GROUP INC 9,943 518,966 0.07%
Settian Capital LP 9,015 470,515 5.79%
GAMCO INVESTORS, INC. ET AL 8,503 443,800 0.08%
North Star Investment Management Corp. 7,430 387,800 0.4%
RENAISSANCE TECHNOLOGIES LLC 6,295 328,558 0.01%
VANGUARD CAPITAL MANAGEMENT LLC 6,265 327,032 0.0%
DIMENSIONAL FUND ADVISORS LP 5,451 284,446 0.0%
KING LUTHER CAPITAL MANAGEMENT CORP 3,544 185,000 0.01%
GEODE CAPITAL MANAGEMENT, LLC 3,305 172,481 0.0%
AEGIS FINANCIAL CORP 1,914 99,926 0.3%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1,905 99,460 0.03%
Garner Asset Management Corp 1,809 94,418 0.59%
STATE STREET CORP 1,679 86,997 0.0%
GABELLI FUNDS LLC 1,575 82,210 0.01%
Peapod Lane Capital LLC 1,399 75,133 1.04%
NORTHERN TRUST CORP 1,063 55,531 0.0%
De Lisle Partners LLP 959 50,012 0.1%
VANGUARD PORTFOLIO MANAGEMENT LLC 958 50,013 0.0%
VANGUARD FIDUCIARY TRUST CO 899 46,948 0.0%
BANK OF AMERICA CORP /DE/ 887 46,310 0.0%
Empowered Funds, LLC 843 44,008 0.0%
SEI INVESTMENTS CO 774 40,419 0.0%
LEVIN CAPITAL STRATEGIES, L.P. 488 25,508 0.03%