Security key
961765104
WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG)
CUSIP: 961765104
Q2 2024 13F Holders as of 30 Jun 2024
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 4,699,828
- Total 13F value
- $57,244,670
- Share change
- +10,351
- Put/Call ratio
- 33%
- SEC-reported price per share
- $12.18
- Number of holders
- 43
- Value change
- +$118,362
- Number of buys
- 13
- Number of sells
- 17
- Shares outstanding
- 9,500,377
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
Q2 2024
Institutions
43
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
0/15
Latest evidence
31 Mar 2024
3/4/5
13F
Highest disclosed value: $8,271,234
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
JCP Investment Management, LLC has the largest disclosed position value at $8.27M.
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 JCP Investment Management, LLC's linked filing trail.
Disclosed position value
Top 5
JCP Investment Management, LLC
$8.27M
Allspring Global Investments Hold...
$7.05M
GAMCO INVESTORS, INC. ET AL
$5.64M
RENAISSANCE TECHNOLOGIES LLC
$5.59M
DEPRINCE RACE & ZOLLO INC
$5.5M
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 |
|---|---|---|---|---|---|
| JCP Investment Management, LLC |
3/4/5
Other*
|
—
denominator unverified
|
$8,271,234
836,416 shares
|
— | 09 Jun 2022 |
| Allspring Global Investments Holdings, LLC |
13F
Company
|
—
denominator unverified
|
$7,054,000
572,565 shares
|
— | 31 Mar 2024 |
| GAMCO INVESTORS, INC. ET AL |
13F
Company
|
—
denominator unverified
|
$5,642,560
458,000 shares
|
— | 31 Mar 2024 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
—
denominator unverified
|
$5,589,000
453,648 shares
|
— | 31 Mar 2024 |
| DEPRINCE RACE & ZOLLO INC |
13F
Company
|
—
denominator unverified
|
$5,498,515
446,308 shares
|
— | 31 Mar 2024 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$4,982,048
404,387 shares
|
— | 31 Mar 2024 |
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 Q2 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
43
Shares
4,699,828
Rows available
43
| 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 Q2 2024 vs Q2 2026 Across Filers
Q2 2026 holders
69
Q2 2024 holders
43
Holder diff
-26
| Investor | Q2 2026 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q2 2026 value | Q2 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend