WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG)

CUSIP: 961765104

Q4 2025 13F Holders as of 31 Dec 2025

Holder snapshot 6 signals
Share change
+424,895
SEC-reported price per share
$17.21
Number of holders
60
Value change
+$7,348,244
Number of buys
25
Number of sells
23
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
9,322,176

Security key

961765104

Report period

Q4 2025

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, Inc.
Disclosed value leader
Allspring Global Investme...
Comparable rows
15/15
Latest evidence
30 Sep 2025
13F 13D/G 3/4/5 Lead comparable stake: 5.1% 13D/G row: BlackRock, Inc. Showing 1-6 of 15 holder rows.

Quick read

BlackRock, Inc. leads the comparable SEC ownership view at 5.1%.

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 BlackRock, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock, Inc. 5.1%
Settian Capital LP 5%
GAMCO INVESTORS, INC. ET AL 4.7%
RENAISSANCE TECHNOLOGIES LLC 4.7%
Geoffrey Norman 0.54%

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
BlackRock, Inc.
13F 13D/G
Company
5.1%
from 13D/G
$8,065,876
489,137 shares
30 Sep 2025
Settian Capital LP
13F 13D/G
Company
5%
from 13D/G
$7,758,792
470,515 shares
30 Sep 2025
GAMCO INVESTORS, INC. ET AL
13D/G
4.7%
$6,830,082
443,800 shares
$0 11 Jul 2025
RENAISSANCE TECHNOLOGIES LLC
13D/G 13F
Company
4.7%
$7,250,208
432,332 shares
$0 30 Sep 2024
Geoffrey Norman
3/4/5
Director
0.54%
$839,908
50,084 shares
30 Apr 2025
Allspring Global Investments Holdings, LLC
13F
Company
13F
6.4%
$9,796,925
593,753 shares
30 Sep 2025
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 2025

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

Institutions
60
Shares
4,815,705
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 Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
58
Q4 2025 holders
60
Holder diff
2
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 value Q4 2025 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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