Westwood Holdings Group Inc (WHG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Allspring Global Investments Holdings, LLC

INCREASED

Shares599,542 from 592,567

Change+6,975 (+1%)

Value$11.6M (+$248.0K)

Filed 2026-11-04

Settian Capital LP

UNCHANGED

Shares470,515 from 470,515

Change0 (0%)

Value$8.8M (-$249.4K)

Filed 2026-11-06

North Star Investment Management Corp.

INCREASED

Shares388,720 from 387,800

Change+920 (+0%)

Value$7.2M (-$188.4K)

Filed 2026-10-27

Dimensional Fund Advisors LP

DECREASED

Shares280,471 from 284,446

Change-3,975 (-1%)

Value$5.2M (-$225.9K)

Filed 2026-11-04

King Luther Capital Management Corp

UNCHANGED

Shares185,000 from 185,000

Change0 (0%)

Value$3.4M (-$98.1K)

Filed 2026-11-05

Geode Capital Management, LLC

DECREASED

Shares171,933 from 172,481

Change-548 (0%)

Value$3.2M (-$101.6K)

Filed 2026-11-06

Peapod Lane Capital LLC

DECREASED

Shares75,133 from 80,120

Change-4,987 (-6%)

Value$1.4M (-$135.4K)

Filed 2026-10-22

Garner Asset Management Corp

DECREASED

Shares70,082 from 94,418

Change-24,336 (-26%)

Value$1.3M (-$490.8K)

Filed 2026-10-30

Bank of New York Mellon Corp

INCREASED

Shares21,747 from 20,665

Change+1,082 (+5%)

Value$405.1K (+$9.2K)

Filed 2026-11-05

Advisor OS, LLC

DECREASED

Shares16,574 from 19,818

Change-3,244 (-16%)

Value$308.8K (-$70.9K)

Filed 2026-11-03

Independent Financial Group, LLC

NEW

Shares13,218

Change+13,218

Value$246.3K

Filed 2026-10-13

Deutsche Bank Ag\

DECREASED

Shares6,744 from 7,726

Change-982 (-13%)

Value$125.6K (-$22.4K)

Filed 2026-11-06

Russell Investments Group, Ltd.

UNCHANGED

Shares3,923 from 3,923

Change0 (0%)

Value$73.1K (-$2.1K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares3,682 from 1,917

Change+1,765 (+92%)

Value$68.6K (+$31.9K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares364 from 3,449

Change-3,085 (-89%)

Value$6.8K (-$59.3K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

DECREASED

Shares179 from 180

Change-1 (-1%)

Value$3.3K (-$114)

Filed 2026-11-06

Sterling Capital Management LLC

INCREASED

Shares147 from 139

Change+8 (+6%)

Value$2.7K (+$76)

Filed 2026-10-22

Mather Group, Llc.

NEW

Shares86

Change+86

Value$1.6K

Filed 2026-10-14

FNY Investment Advisers, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$0 ($0)

Filed 2026-10-16

Covestor Ltd

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$1 ($0)

Filed 2026-10-30

EverSource Wealth Advisors, LLC

INCREASED

Shares24 from 15

Change+9 (+60%)

Value$448 (+$161)

Filed 2026-11-04

Essential Partners LLC

DECREASED

Shares23 from 25

Change-2 (-8%)

Value$428 (-$51)

Filed 2026-10-14

Allworth Financial LP

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$365 ($0)

Filed 2026-11-06

SJS Investment Consulting Inc.

NEW

Shares16

Change+16

Value$299

Filed 2026-10-26

True Wealth Design, LLC

INCREASED

Shares11 from 5

Change+6 (+120%)

Value$205 (+$109)

Filed 2026-10-13

Root Financial Partners, LLC

NEW

Shares5

Change+5

Value$93

Filed 2026-10-21

Gamma Investing LLC

NEW

Shares4

Change+4

Value$75

Filed 2026-10-08

Farther Finance Advisors, LLC

INCREASED

Shares4 from 1

Change+3 (+300%)

Value$75 (+$56)

Filed 2026-10-08

IFP Advisors, Inc

NEW

Shares3

Change+3

Value$56

Filed 2026-10-16

SBI Securities Co., Ltd.

DECREASED

Shares2 from 20

Change-18 (-90%)

Value$37 (-$346)

Filed 2026-10-22

Levin Capital Strategies, L.P.

CLOSED

Shares0 from 25,508

Change-25,508 (-100%)

Value$0 (-$488.7K)

Filed 2026-11-02

Marquette Asset Management, LLC

CLOSED

Shares0 from 10,801

Change-10,801 (-100%)

Value$0 (-$206.9K)

Filed 2026-10-09

BlackRock, Inc.

N/A

Shares— from 582,224

Change-582,224 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 518,966

Change-518,966 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 443,800

Change-443,800 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 328,558

Change-328,558 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 327,032

Change-327,032 (-100%)

Value—

Aegis Financial Corp

N/A

Shares— from 99,926

Change-99,926 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 99,460

Change-99,460 (-100%)

Value—

State Street Corp

N/A

Shares— from 86,997

Change-86,997 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 82,210

Change-82,210 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 55,531

Change-55,531 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 50,013

Change-50,013 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 50,012

Change-50,012 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 46,948

Change-46,948 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 46,310

Change-46,310 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 44,008

Change-44,008 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 40,419

Change-40,419 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 22,413

Change-22,413 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 21,574

Change-21,574 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 18,194

Change-18,194 (-100%)

Value—

Gabelli & Co Investment Advisers, Inc.

N/A

Shares— from 17,038

Change-17,038 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 14,757

Change-14,757 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 13,786

Change-13,786 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 13,380

Change-13,380 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 10,826

Change-10,826 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 8,634

Change-8,634 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 6,271

Change-6,271 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 6,068

Change-6,068 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 3,600

Change-3,600 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 3,425

Change-3,425 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,412

Change-3,412 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,622

Change-2,622 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 1,901

Change-1,901 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,696

Change-1,696 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 805

Change-805 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 761

Change-761 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 675

Change-675 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 674

Change-674 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 583

Change-583 (-100%)

Value—

FMR LLC

N/A

Shares— from 192

Change-192 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 144

Change-144 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 135

Change-135 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 102

Change-102 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Allspring Global Investments Holdings, LLC	INCREASED	599,542	592,567	+6,975	+1%	$11.4M	$11.6M	+$248.0K	2026-11-04
Settian Capital LP	UNCHANGED	470,515	470,515	0	0%	$9.0M	$8.8M	-$249.4K	2026-11-06
North Star Investment Management Corp.	INCREASED	388,720	387,800	+920	+0%	$7.4M	$7.2M	-$188.4K	2026-10-27
Dimensional Fund Advisors LP	DECREASED	280,471	284,446	-3,975	-1%	$5.5M	$5.2M	-$225.9K	2026-11-04
King Luther Capital Management Corp	UNCHANGED	185,000	185,000	0	0%	$3.5M	$3.4M	-$98.1K	2026-11-05
Geode Capital Management, LLC	DECREASED	171,933	172,481	-548	0%	$3.3M	$3.2M	-$101.6K	2026-11-06
Peapod Lane Capital LLC	DECREASED	75,133	80,120	-4,987	-6%	$1.5M	$1.4M	-$135.4K	2026-10-22
Garner Asset Management Corp	DECREASED	70,082	94,418	-24,336	-26%	$1.8M	$1.3M	-$490.8K	2026-10-30
Bank of New York Mellon Corp	INCREASED	21,747	20,665	+1,082	+5%	$395.9K	$405.1K	+$9.2K	2026-11-05
Advisor OS, LLC	DECREASED	16,574	19,818	-3,244	-16%	$379.7K	$308.8K	-$70.9K	2026-11-03
Independent Financial Group, LLC	NEW	13,218	—	+13,218	—	—	$246.3K	—	2026-10-13
Deutsche Bank Ag\	DECREASED	6,744	7,726	-982	-13%	$148.0K	$125.6K	-$22.4K	2026-11-06
Russell Investments Group, Ltd.	UNCHANGED	3,923	3,923	0	0%	$75.2K	$73.1K	-$2.1K	2026-11-06
Barclays PLC	INCREASED	3,682	1,917	+1,765	+92%	$36.7K	$68.6K	+$31.9K	2026-11-06
Citigroup Inc	DECREASED	364	3,449	-3,085	-89%	$66.1K	$6.8K	-$59.3K	2026-11-04
PNC Financial Services Group, Inc.	DECREASED	179	180	-1	-1%	$3.4K	$3.3K	-$114	2026-11-06
Sterling Capital Management LLC	INCREASED	147	139	+8	+6%	$2.7K	$2.7K	+$76	2026-10-22
Mather Group, Llc.	NEW	86	—	+86	—	—	$1.6K	—	2026-10-14
FNY Investment Advisers, LLC	UNCHANGED	50	50	0	0%	$0	$0	$0	2026-10-16
Covestor Ltd	UNCHANGED	45	45	0	0%	$1	$1	$0	2026-10-30
EverSource Wealth Advisors, LLC	INCREASED	24	15	+9	+60%	$287	$448	+$161	2026-11-04
Essential Partners LLC	DECREASED	23	25	-2	-8%	$479	$428	-$51	2026-10-14
Allworth Financial LP	UNCHANGED	19	19	0	0%	$365	$365	$0	2026-11-06
SJS Investment Consulting Inc.	NEW	16	—	+16	—	—	$299	—	2026-10-26
True Wealth Design, LLC	INCREASED	11	5	+6	+120%	$96	$205	+$109	2026-10-13
Root Financial Partners, LLC	NEW	5	—	+5	—	—	$93	—	2026-10-21
Gamma Investing LLC	NEW	4	—	+4	—	—	$75	—	2026-10-08
Farther Finance Advisors, LLC	INCREASED	4	1	+3	+300%	$19	$75	+$56	2026-10-08
IFP Advisors, Inc	NEW	3	—	+3	—	—	$56	—	2026-10-16
SBI Securities Co., Ltd.	DECREASED	2	20	-18	-90%	$383	$37	-$346	2026-10-22
Levin Capital Strategies, L.P.	CLOSED	0	25,508	-25,508	-100%	$488.7K	$0	-$488.7K	2026-11-02
Marquette Asset Management, LLC	CLOSED	0	10,801	-10,801	-100%	$206.9K	$0	-$206.9K	2026-10-09
BlackRock, Inc.	N/A	—	582,224	-582,224	-100%	$11.2M	—	—	—
Westwood Holdings Group Inc	N/A	—	518,966	-518,966	-100%	$9.9M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	443,800	-443,800	-100%	$8.5M	—	—	—
Renaissance Technologies LLC	N/A	—	328,558	-328,558	-100%	$6.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	327,032	-327,032	-100%	$6.3M	—	—	—
Aegis Financial Corp	N/A	—	99,926	-99,926	-100%	$1.9M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	99,460	-99,460	-100%	$1.9M	—	—	—
State Street Corp	N/A	—	86,997	-86,997	-100%	$1.7M	—	—	—
Gabelli Funds LLC	N/A	—	82,210	-82,210	-100%	$1.6M	—	—	—
Northern Trust Corp	N/A	—	55,531	-55,531	-100%	$1.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	50,013	-50,013	-100%	$958.2K	—	—	—
De Lisle Partners LLP	N/A	—	50,012	-50,012	-100%	$959.6K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	46,948	-46,948	-100%	$899.5K	—	—	—
Bank of America Corp	N/A	—	46,310	-46,310	-100%	$887.3K	—	—	—
Empowered Funds, LLC	N/A	—	44,008	-44,008	-100%	$843.2K	—	—	—
SEI Investments Co	N/A	—	40,419	-40,419	-100%	$774.4K	—	—	—
Price T Rowe Associates Inc	N/A	—	22,413	-22,413	-100%	$430.0K	—	—	—
Morgan Stanley	N/A	—	21,574	-21,574	-100%	$413.4K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	18,194	-18,194	-100%	$348.6K	—	—	—
Gabelli & Co Investment Advisers, Inc.	N/A	—	17,038	-17,038	-100%	$326.4K	—	—	—
Nuveen, LLC	N/A	—	14,757	-14,757	-100%	$282.7K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	13,786	-13,786	-100%	$264.1K	—	—	—
Prosperity Consulting Group, LLC	N/A	—	13,380	-13,380	-100%	$256.4K	—	—	—
Cerity Partners LLC	N/A	—	10,826	-10,826	-100%	$207.4K	—	—	—
Wells Fargo & Company	N/A	—	8,634	-8,634	-100%	$165.4K	—	—	—
LRI Investments, LLC	N/A	—	7,000	-7,000	-100%	$134.1K	—	—	—
UBS Group AG	N/A	—	6,271	-6,271	-100%	$120.2K	—	—	—
Rhumbline Advisers	N/A	—	6,068	-6,068	-100%	$116.3K	—	—	—
New York State Common Retirement Fund	N/A	—	3,600	-3,600	-100%	$69.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	3,425	-3,425	-100%	$65.6K	—	—	—
JPMorgan Chase & Co	N/A	—	3,412	-3,412	-100%	$68.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,622	-2,622	-100%	$50.2K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	1,901	-1,901	-100%	$36.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,696	-1,696	-100%	$32.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	805	-805	-100%	$15.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	761	-761	-100%	$14.6K	—	—	—
Legal & General Group Plc	N/A	—	675	-675	-100%	$12.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	674	-674	-100%	$12.9K	—	—	—
Royal Bank of Canada	N/A	—	583	-583	-100%	$12.0K	—	—	—
FMR LLC	N/A	—	192	-192	-100%	$3.7K	—	—	—
Arax Advisory Partners	N/A	—	144	-144	-100%	$2.8K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	135	-135	-100%	$2.6K	—	—	—
California State Teachers Retirement System	N/A	—	102	-102	-100%	$2.0K	—	—	—
Rothschild Investment LLC	N/A	—	2	-2	-100%	$38	—	—	—

Showing 76 of 76 institutions