WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG)

CUSIP: 961765104

Q3 2020 13F Holders as of 30 Sep 2020

Holder snapshot 6 signals
Share change
-139,221
SEC-reported price per share
$11.14
Number of holders
60
Value change
-$3,835,182
Number of buys
28
Number of sells
36
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
9,500,377

Security key

961765104

Report period

Q3 2020

Institutions

60

Top holders

10

Ownership snapshot

Top reported holders of WHG - WESTWOOD HOLDINGS GROUP INC - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
0/15
Latest evidence
30 Jun 2020
13F Highest disclosed value: $11,255,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

BlackRock Finance, Inc. has the largest disclosed position value at $11.26M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock Finance, Inc.'s linked filing trail.
Disclosed position value Top 5
BlackRock Finance, Inc. $11.26M
RENAISSANCE TECHNOLOGIES LLC $10.7M
WELLS FARGO & COMPANY/MN $9.82M
VANGUARD GROUP INC $8.76M
GAMCO INVESTORS, INC. ET AL $8.35M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
—
denominator unverified
$11,255,000
714,601 shares
— 30 Jun 2020
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
—
denominator unverified
$10,703,000
679,558 shares
— 30 Jun 2020
WELLS FARGO & COMPANY/MN
13F
Company
13F
—
denominator unverified
$9,816,000
623,197 shares
— 30 Jun 2020
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$8,760,000
556,243 shares
— 30 Jun 2020
GAMCO INVESTORS, INC. ET AL
13F
Company
13F
—
denominator unverified
$8,353,000
530,321 shares
— 30 Jun 2020
DEPRINCE RACE & ZOLLO INC
13F
Company
13F
—
denominator unverified
$5,922,000
376,003 shares
— 30 Jun 2020
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2020

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
60
Shares
5,456,170
Rows available
60
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2020 vs Q2 2026 Across Filers

Q2 2026 holders
69
Q3 2020 holders
60
Holder diff
-9
Investor Q2 2026 Shares Q3 2020 Shares Share Diff Share Chg % Q2 2026 value Q3 2020 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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