Security key
961765104
WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG)
CUSIP: 961765104
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 4,625,394
- Total 13F value
- $58,099,582
- Share change
- -487,845
- Put/Call ratio
- 94%
- SEC-reported price per share
- $12.57
- Number of holders
- 46
- Value change
- -$4,043,017
- Number of buys
- 29
- Number of sells
- 11
- Shares outstanding
- 9,322,176
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2023
Institutions
46
Top holders
10
WHG full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
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
JCP Investment Management...
Disclosed value leader
JCP Investment Management...
Comparable rows
15/15
Latest evidence
30 Sep 2023
3/4/5
13F
Lead comparable stake: 8%
Showing 1-6 of 15 holder rows.
Quick read
JCP Investment Management, LLC leads the comparable SEC ownership view at 8%.
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 JCP Investment Management, LLC's linked filing trail.
Comparable ownership
Top 5
JCP Investment Management, LLC
8%
Allspring Global Investments Hold...
6.1%
GAMCO INVESTORS, INC. ET AL
4.8%
RENAISSANCE TECHNOLOGIES LLC
4.7%
DEPRINCE RACE & ZOLLO INC
4.5%
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 |
|---|---|---|---|---|---|
| JCP Investment Management, LLC |
3/4/5
13F
Other* · Company
|
8%
from 13F
|
$8,271,234
836,416 shares
|
— | 09 Jun 2022 |
| Allspring Global Investments Holdings, LLC |
13F
Company
|
6.1%
|
$5,810,427
572,456 shares
|
— | 30 Sep 2023 |
| GAMCO INVESTORS, INC. ET AL |
13F
Company
|
4.8%
|
$4,577,650
451,000 shares
|
— | 30 Sep 2023 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
4.7%
|
$4,467,000
440,051 shares
|
— | 30 Sep 2023 |
| DEPRINCE RACE & ZOLLO INC |
13F
Company
|
4.5%
|
$4,236,254
417,365 shares
|
— | 30 Sep 2023 |
| VANGUARD GROUP INC |
13F
Company
|
4.3%
|
$4,104,528
404,387 shares
|
— | 30 Sep 2023 |
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 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
46
Shares
4,625,394
Rows available
46
| 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 2023 vs Q1 2026 Across Filers
Q1 2026 holders
67
Q4 2023 holders
46
Holder diff
-21
| Investor | Q1 2026 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend