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Westwood Holdings Group Inc (WHG)

CUSIP: 961765104 | NYSE | Financial Services · Asset Management | Micro Cap | 298 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.579,5236.1%New 5%+ stakeSep 30, 202692d ahead of 13F (582,224 sh) · −2,701
13D/AGamco Investors, Inc. ET AL
with Associated Capital Group, Inc., Gabelli Funds LLC, Gabelli Foundation, Inc., +3 more
443,8004.7%Newly reportedAug 11, 202642d ahead of 13F (443,800 sh) · no change
13G/ABlackRock, Inc.579,523
6.1% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (582,224 sh) · −2,701
13D/AGamco Investors, Inc. ET AL443,800
4.7% of class · Aug 11, 2026Newly reported
with Associated Capital Group, Inc., Gabelli Funds LLC, Gabelli Foundation, Inc., +3 more
42d ahead of 13F (443,800 sh) · no change

Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC599,542
0.0% of portfolio›$11.6M
North Star Investment Management Corp.388,720
0.4% of portfolio›$7.2M
Dimensional Fund Advisors LP280,471
0.0% of portfolio›$5.2M
Peapod Lane Capital LLC75,133
1.0% of portfolio›$1.4M
Garner Asset Management Corp70,082
0.4% of portfolio›$1.3M
Advisor OS, LLC16,574
0.0% of portfolio›$308.8K
Independent Financial Group, LLC13,218
0.0% of portfolio›$246.3K
Citigroup Inc364
0.0% of portfolio›$6.8K
Sterling Capital Management LLC147
0.0% of portfolio›$2.7K
Mather Group, Llc.86
0.0% of portfolio›$1.6K
FNY Investment Advisers, LLC50
0.0% of portfolio›$0
Covestor Ltd45
0.0% of portfolio›$1
EverSource Wealth Advisors, LLC24
0.0% of portfolio›$448
Essential Partners LLC23
0.0% of portfolio›$428
SJS Investment Consulting Inc.16
0.0% of portfolio›$299
True Wealth Design, LLC11
0.0% of portfolio›$205
Root Financial Partners, LLC5
0.0% of portfolio›$93
Farther Finance Advisors, LLC4
0.0% of portfolio›$75
Gamma Investing LLC4
0.0% of portfolio›$75
IFP Advisors, Inc3
0.0% of portfolio›$56
SBI Securities Co., Ltd.2
0.0% of portfolio›$37
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
599,542$11.6M0.0%CoreMediumCharlotte, NC2026-11-04
North Star Investment Management Corp.
388,720$7.2M0.4%CoreLowChicago, IL2026-10-27
Dimensional Fund Advisors LP
280,471$5.2M0.0%IndexLowAustin, TX2026-11-04
Peapod Lane Capital LLC
75,133$1.4M1.0%Deep ValueMediumBedford Hills, NY2026-10-22
Garner Asset Management Corp
70,082$1.3M0.4%CoreLowPlano, TX2026-10-30
Advisor OS, LLC
16,574$308.8K0.0%ETFMediumChicago, IL2026-11-03
Independent Financial Group, LLC
13,218$246.3K0.0%GrowthLowSan Diego, CA2026-10-13
Citigroup Inc
364$6.8K0.0%CoreMediumNew York, NY2026-11-04
Sterling Capital Management LLC
147$2.7K0.0%GARPMediumCharlotte, NC2026-10-22
Mather Group, Llc.
86$1.6K0.0%ETFMediumChicago, IL2026-10-14
FNY Investment Advisers, LLC
50$00.0%GrowthVery HighNew York, NY2026-10-16
Covestor Ltd
45$10.0%ValueHighLondon, United Kingdom2026-10-30
EverSource Wealth Advisors, LLC
24$4480.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
23$4280.0%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
16$2990.0%ETFVery LowSylvania, OH2026-10-26
True Wealth Design, LLC
11$2050.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
5$930.0%ETFMediumEncinitas, CA2026-10-21
Farther Finance Advisors, LLC
4$750.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
4$750.0%IndexVery LowFoster City, CA2026-10-08
IFP Advisors, Inc
3$560.0%GrowthLowTampa, FL2026-10-16
SBI Securities Co., Ltd.
2$370.0%Agg GrowthLowTokyo, Mexico2026-10-22