Westwood Holdings GroupWHG
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 51 institutions reported holding Westwood Holdings Group Inc. (WHG) in their 13F filings, up 7 from Q3 2024. 7 opened new positions and 2 sold out. The largest holders were Allspring Global Investments Holdings, LLC ($8.7M), GAMCO Investors ($6.5M) and Renaissance Technologies ($6.1M). 4 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Westwood Holdings Group Inc.
- CUSIP
- 961765104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.3M |
| Exits | 2 | $2.3M |
All 13F filers, Q3 2024 → Q4 2024: 177,754 shares bought and 434,131 shares sold, net −256,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Allspring Global Investments Holdings, LLC | 0.01% | Add +0.3% | 585,843 | $8.7M |
| GAMCO Investors | 0.07% | No change | 446,700 | $6.5M |
| Renaissance Technologies | 0.01% | Reduce -2.8% | 420,128 | $6.1M |
| Vanguard Group Inc. | 0.00% | Reduce -7.2% | 375,157 | $5.4M |
| North Star Investment Management Corp. | 0.37% | Add +0.8% | 361,996 | $5.3M |
| Deprince Race & Zollo Inc. | 0.09% | Reduce -28.3% | 327,929 | $4.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +4.0% | 258,805 | $3.8M |
| BlackRock, Inc. | 0.00% | Add +3.4% | 223,026 | $3.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -31.9% | 190,896 | $2.8M |
| King Luther Capital Management Corp. | 0.01% | No change | 184,990 | $2.7M |
| Peapod Lane Capital LLC | 2.51% | — | 174,546 | $2.5M |
| Garner Asset Management Corp | 0.92% | Add +11.4% | 140,753 | $2.0M |
| Allred Capital Management, LLC | 0.58% | No change | 103,873 | $1.5M |
| Aegis Financial Corp. | 1.25% | No change | 100,002 | $1.5M |
| Gabelli Funds LLC | 0.01% | Reduce -13.5% | 86,811 | $1.3M |
| Bridgeway Capital Management, LLC | 0.03% | Add +0.7% | 80,812 | $1.2M |
| De Lisle Partners LLP | 0.16% | Add +6.2% | 72,921 | $1.1M |
| Geode Capital Management, LLC | 0.00% | Add +0.4% | 65,830 | $956K |
| Bank of America Corp. | 0.00% | Add +1.0% | 60,875 | $883K |
| Susquehanna International Group, LLP | 0.00% | Add +108.6% | 47,027 | $682K |
| Northern Trust Corp. | 0.00% | Add +29.5% | 37,570 | $545K |
| State Street Corp. | 0.00% | Add +5.6% | 30,213 | $443K |
| Empowered Funds, LLC | 0.01% | Add +5.4% | 26,460 | $384K |
| Marquette Asset Management, LLC | 0.06% | No change | 25,735 | $373K |
| Levin Capital Strategies, L.P. | 0.04% | No change | 25,508 | $370K |
| Ancora Advisors LLC | 0.01% | New | 24,012 | $348K |
| 683 Capital Management, LLC | 0.04% | New | 22,178 | $322K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 20,358 | $299K |
| Qube Research & Technologies Ltd | 0.00% | Add +78.9% | 19,441 | $282K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -3.6% | 18,936 | $275K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +3.2% | 14,649 | $213K |
| Sei Investments Co. | 0.00% | Add +1.0% | 14,137 | $205K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.3% | 14,069 | $204K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 13,200 | $192K |
| Citadel Advisors | 0.00% | New | 13,048 | $189K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.03% | New | 11,000 | $160K |
| Cerity Partners LLC | 0.00% | No change | 10,374 | $151K |
| Millennium Management | 0.00% | New | 10,086 | $146K |
| Morgan Stanley | 0.00% | Add +5.6% | 9,316 | $135K |
| Royal Bank of Canada | 0.00% | No change | 7,280 | $106K |
| Citigroup Inc. | 0.00% | New | 7,113 | $103K |
| Barclays PLC | 0.00% | Add +180.7% | 3,054 | $44K |
| Wells Fargo & Company | 0.00% | Add +3.1% | 1,414 | $21K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.5% | 1,258 | $18K |
| UBS Group AG | 0.00% | No change | 1,086 | $16K |
| JPMorgan Chase & Co. | 0.00% | No change | 598 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 326 | $5K |
| NewEdge Advisors, LLC | 0.00% | Add +20.1% | 317 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 133 | $2K |
| FMR LLC | 0.00% | No change | 33 | $476 |
| SBI Securities Co., Ltd. | 0.00% | — | 19 | $276 |
"% of holder's portfolio" is WHG's weight in each manager's 13F, not the share of Westwood Holdings Group Inc. the manager owns.