Security Snapshot

WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG) Institutional Ownership

CUSIP: 961765104

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

59

Shares (Excl. Options)

4,815,703

Price

$17.21

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Type / Class
Equity / Common Stock
Symbol
WHG on NYSE
Shares outstanding
9,322,176
Price per share
$16.46
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
4,815,703
Total reported value
$83,153,090
% of total 13F portfolios
0%
Share change
+424,894
Value change
+$7,348,227
Number of holders
59
Price from insider filings
$16.46
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • WHG - WESTWOOD HOLDINGS GROUP INC - Common Stock is tracked under CUSIP 961765104.
  • 59 institutions reported positions in Q4 2025.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 59 to 6 between Q4 2025 and Q1 2026.
  • Reported value moved from $83,153,090 to $6,277,469.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 59 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 961765104?
CUSIP 961765104 identifies WHG - WESTWOOD HOLDINGS GROUP INC - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 5.1% $7,842,900 475,431 BlackRock, Inc. 30 Sep 2025
Settian Capital LP 5% $7,424,727 470,515 Settian Capital LP 30 Jul 2025
GAMCO INVESTORS, INC. ET AL 4.7% $6,830,082 443,800 GAMCO INVESTORS, INC. ET AL 11 Jul 2025
RENAISSANCE TECHNOLOGIES LLC 4.7% $7,250,208 432,332 Renaissance Technologies LLC 30 Sep 2024

As of 31 Dec 2025, 59 institutional investors reported holding 4,815,703 shares of WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG). This represents 52% of the company’s total 9,322,176 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG) together control 50% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Allspring Global Investments Holdings, LLC 6.5% 606,812 +2.2% 0.02% $10,698,096
BlackRock, Inc. 5.5% 512,735 +4.8% 0% $8,824,161
Settian Capital LP 5% 470,515 0% 5.4% $8,097,563
GAMCO INVESTORS, INC. ET AL 4.8% 443,800 0.07% $7,637,798
VANGUARD GROUP INC 4.3% 398,354 +0.27% 0% $6,855,673
RENAISSANCE TECHNOLOGIES LLC 4% 373,458 -3.9% 0.01% $6,427,212
North Star Investment Management Corp. 4% 371,993 +1.2% 0.4% $6,402,004
DIMENSIONAL FUND ADVISORS LP 2.9% 274,516 +0.52% 0% $4,724,329
KING LUTHER CAPITAL MANAGEMENT CORP 2% 185,000 0% 0.01% $3,183,850
GEODE CAPITAL MANAGEMENT, LLC 1.8% 163,166 +0.55% 0% $2,808,438
Garner Asset Management Corp 1.3% 124,306 -8.1% 0.82% $2,139,304
AEGIS FINANCIAL CORP 1.1% 99,926 0% 0.41% $1,719,726
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1% 93,789 +3.7% 0.03% $1,614,109
Peapod Lane Capital LLC 0.95% 88,680 +0.73% 1.3% $1,526,186
STATE STREET CORP 0.93% 86,726 +6.7% 0% $1,504,795
GABELLI FUNDS LLC 0.83% 77,206 0% 0.01% $1,328,715
NORTHERN TRUST CORP 0.71% 65,734 -7% 0% $1,131,282
De Lisle Partners LLP 0.63% 58,920 -19% 0.13% $1,020,740
BANK OF AMERICA CORP /DE/ 0.59% 54,838 -5.5% 0% $943,761
LEVIN CAPITAL STRATEGIES, L.P. 0.27% 25,508 0% 0.04% $438,993
SEI INVESTMENTS CO 0.26% 24,116 +38% 0% $415,036
Bank of New York Mellon Corp 0.23% 21,213 -0.72% 0% $365,068
Arete Wealth Advisors, LLC 0.22% 20,220 0% 0.02% $348,000
MORGAN STANLEY 0.21% 19,609 +11% 0% $337,476
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.2% 18,344 0% 0% $315,700

Institutional Holders of WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 381,148 $6,277,469 +$142,302 $16.46 6
2025 Q4 4,815,703 $83,153,090 +$7,348,227 $17.21 59
2025 Q3 4,390,584 $72,423,798 -$8,170,668 $16.49 58
2025 Q2 4,916,572 $76,811,283 +$4,052,260 $15.60 56
2025 Q1 4,640,098 $75,044,603 -$680,814 $16.20 49
2024 Q4 4,691,840 $68,311,508 -$3,671,706 $14.51 51
2024 Q3 4,773,603 $67,792,578 +$1,110,492 $14.20 43
2024 Q2 4,699,828 $57,244,670 +$118,362 $12.18 43
2024 Q1 4,689,477 $57,786,242 +$407,553 $12.32 45
2023 Q4 4,625,394 $58,099,582 -$4,043,017 $12.57 46
2023 Q3 5,113,239 $51,903,494 +$262,724 $10.15 40
2023 Q2 5,102,120 $63,270,368 +$694,740 $12.40 40
2023 Q1 5,032,183 $56,415,108 +$430,038 $11.21 37
2022 Q4 4,993,874 $55,603,250 -$564,490 $11.13 33
2022 Q3 4,949,737 $47,666,979 -$4,485,634 $9.63 35
2022 Q2 5,276,661 $72,824,388 +$33,048 $13.80 39
2022 Q1 5,293,550 $81,106,526 +$29,219 $15.32 43
2021 Q4 5,288,283 $89,584,672 -$11,753,763 $16.94 47
2021 Q3 4,504,352 $85,596,318 +$1,272,277 $19.00 46
2021 Q2 4,422,121 $96,224,852 -$12,399,612 $21.76 51
2021 Q1 5,087,228 $73,596,861 -$6,126,619 $14.46 53
2020 Q4 5,510,641 $79,900,088 +$1,211,421 $14.50 61
2020 Q3 5,456,170 $60,782,935 -$3,835,182 $11.14 60
2020 Q2 5,593,887 $88,104,324 -$8,820,193 $15.75 65
2020 Q1 6,129,606 $112,298,885 -$6,754,802 $18.31 71
2019 Q4 6,196,873 $183,677,065 +$138,082 $29.62 75
2019 Q3 6,201,665 $171,733,477 +$6,125,181 $27.67 81
2019 Q2 5,962,960 $209,791,416 +$716,020 $35.20 87
2019 Q1 6,028,577 $212,780,093 +$2,383,363 $35.27 93
2018 Q4 5,962,935 $202,857,774 -$10,767,424 $34.00 84
2018 Q3 6,048,814 $312,881,722 -$3,752,971 $51.74 85
2018 Q2 6,113,663 $363,967,567 +$6,516,329 $59.54 92
2018 Q1 6,018,866 $340,027,821 -$312,738 $56.49 90
2017 Q4 5,991,912 $396,766,445 +$2,765,861 $66.21 94
2017 Q3 5,941,336 $399,639,018 +$10,616,357 $67.27 87
2017 Q2 5,786,384 $328,035,320 +$12,973,510 $56.69 83
2017 Q1 5,558,051 $296,878,389 +$32,533,478 $53.41 74
2016 Q4 5,499,784 $329,923,336 +$10,623,026 $59.99 83
2016 Q3 5,335,034 $283,340,135 +$1,436,957 $53.11 78
2016 Q2 5,308,640 $274,985,027 -$8,938,177 $51.80 82
2016 Q1 5,481,311 $321,454,000 +$7,147,394 $58.65 82
2015 Q4 5,356,844 $279,061,459 -$2,702,815 $52.09 86
2015 Q3 5,401,112 $293,574,591 +$265,538 $54.35 83
2015 Q2 5,390,022 $321,074,083 +$3,347,044 $59.57 82
2015 Q1 5,332,285 $321,679,234 +$9,264,505 $60.30 82
2014 Q4 5,178,863 $320,130,743 -$9,866,323 $61.82 82
2014 Q3 5,354,561 $303,547,668 +$3,561,766 $56.69 78
2014 Q2 5,291,193 $317,550,086 +$1,857,444 $60.04 79
2014 Q1 5,260,316 $329,564,956 +$7,923,726 $62.69 80
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