WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG)

CUSIP: 961765104

Q2 2026 13F Holders as of 30 Jun 2026

Security type / class
Equity / Common Stock
Total 13F shares
10,801
Total 13F value
$206,948
Holder snapshot 5 signals
Share change
+10,801
SEC-reported price per share
$19.16
Number of holders
1
Value change
+$206,948
Number of buys
1
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
9,322,176

Security key

961765104

Report period

Q2 2026

Institutions

1

Top holders

1

WHG full security history Ownership snapshot Full 13F holder table Previous quarter: Q1 2026 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
Casey Brian O
Comparable rows
15/15
Latest evidence
26 Jun 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
$8,390,056
509,415 shares
 — 31 Mar 2026
Settian Capital LP
13F 13D/G
Company
13F 13D/G
5%
from 13D/G
$7,749,382
470,515 shares
 — 31 Mar 2026
GAMCO INVESTORS, INC. ET AL
13F 13D/G
Company
13F 13D/G
4.7%
from 13D/G
$7,309,386
443,800 shares
 — 31 Mar 2026
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
Susan M. Byrne
3/4/5
Director Emerita
3/4/5
2.5%
$4,580,351
230,444 shares
 -$1,331,631 26 Jun 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 Q2 2026

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

Institutions
1
Shares
10,801
Rows available
1
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 2026 vs Q1 2026 Across Filers

Q1 2026 holders
67
Q2 2026 holders
1
Holder diff
-66
Investor Q1 2026 Shares Q2 2026 Shares Share Diff Share Chg % Q1 2026 value Q2 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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