WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG)

CUSIP: 961765104

Q1 2026 13F Holders as of 31 Mar 2026

Security type / class
Equity / Common Stock
Total 13F shares
5,285,071
Total 13F value
$86,705,578
Holder snapshot 6 signals
Share change
+455,585
SEC-reported price per share
$16.47
Number of holders
67
Value change
+$7,485,051
Number of buys
31
Number of sells
25
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
9,322,176

Security key

961765104

Report period

Q1 2026

Institutions

67

Top holders

10

WHG full security history Ownership snapshot Full 13F holder table Newer quarter: Q2 2026 Previous quarter: Q4 2025 WESTWOOD HOLDINGS GROUP INC SEC filings WESTWOOD HOLDINGS GROUP INC company facts WESTWOOD HOLDINGS GROUP INC 13D/G history

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

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
23 Feb 2026
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%
Casey Brian O 5.7%

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
13F 13D/G
5.1%
from 13D/G
$8,824,161
512,735 shares
 — 31 Dec 2025
Settian Capital LP
13F 13D/G
Company
13F 13D/G
5%
from 13D/G
$8,097,563
470,515 shares
 — 31 Dec 2025
GAMCO INVESTORS, INC. ET AL
13F 13D/G
Company
13F 13D/G
4.7%
from 13D/G
$7,637,798
443,800 shares
 — 31 Dec 2025
RENAISSANCE TECHNOLOGIES LLC
13D/G 13F
Company
13D/G 13F
4.7%
$7,250,208
432,332 shares
 $0 30 Sep 2024
Casey Brian O
3/4/5
CEO, Director
3/4/5
5.7%
$9,795,060
530,610 shares
 -$345,688 23 Feb 2026
Adrian Helfert
3/4/5
CIO, Multi-Asset Inv.
3/4/5
1.7%
$3,004,383
162,751 shares
 — 23 Feb 2026
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 Q1 2026

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

Institutions
67
Shares
5,285,071
Rows available
67
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 Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
60
Q1 2026 holders
67
Holder diff
7
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 value Q1 2026 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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