Security key
961765104
WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG)
CUSIP: 961765104
Q4 2021 13F Holders as of 31 Dec 2021
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 5,288,283
- Total 13F value
- $89,584,672
- Share change
- -662,851
- SEC-reported price per share
- $16.94
- Number of holders
- 47
- Value change
- -$11,753,763
- Number of buys
- 13
- Number of sells
- 24
- Shares outstanding
- 9,322,176
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2021
Institutions
47
Top holders
10
WHG full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2022
Previous quarter: Q3 2021
WESTWOOD HOLDINGS GROUP INC SEC filings
WESTWOOD HOLDINGS GROUP INC company facts
WESTWOOD HOLDINGS GROUP INC 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP 961765104
Recent filing periods:
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
WELLS FARGO & COMPANY/MN
Disclosed value leader
WELLS FARGO & COMPANY/MN
Comparable rows
15/15
Latest evidence
30 Sep 2021
13F
Lead comparable stake: 6.4%
Showing 1-6 of 15 holder rows.
Quick read
WELLS FARGO & COMPANY/MN leads the comparable SEC ownership view at 6.4%.
15 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 WELLS FARGO & COMPANY/MN's linked filing trail.
Comparable ownership
Top 5
WELLS FARGO & COMPANY/MN
6.4%
RENAISSANCE TECHNOLOGIES LLC
5.8%
GAMCO INVESTORS, INC. ET AL
4.9%
VANGUARD GROUP INC
3.9%
DEPRINCE RACE & ZOLLO INC
3.8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN |
13F
Company
|
6.4%
|
$11,288,000
594,148 shares
|
— | 30 Sep 2021 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
5.8%
|
$10,340,000
544,216 shares
|
— | 30 Sep 2021 |
| GAMCO INVESTORS, INC. ET AL |
13F
Company
|
4.9%
|
$8,700,000
457,909 shares
|
— | 30 Sep 2021 |
| VANGUARD GROUP INC |
13F
Company
|
3.9%
|
$6,914,000
363,921 shares
|
— | 30 Sep 2021 |
| DEPRINCE RACE & ZOLLO INC |
13F
Company
|
3.8%
|
$6,741,000
354,815 shares
|
— | 30 Sep 2021 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
3%
|
$5,251,000
276,386 shares
|
— | 30 Sep 2021 |
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 Q4 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
47
Shares
5,288,283
Rows available
47
| 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 Q4 2021 vs Q3 2021 Across Filers
Q3 2021 holders
46
Q4 2021 holders
47
Holder diff
1
| Investor | Q3 2021 Shares | Q4 2021 Shares | Share Diff | Share Chg % | Q3 2021 value | Q4 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend