Westwood Holdings GroupWHG
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 50 institutions reported holding Westwood Holdings Group Inc. (WHG) in their 13F filings, down 1 from Q4 2024. 5 opened new positions and 6 sold out. The largest holders were Allspring Global Investments Holdings, LLC ($9.4M), GAMCO Investors ($7.3M) and Renaissance Technologies ($6.6M). 3 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Westwood Holdings Group Inc.
- CUSIP
- 961765104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $835K |
| Exits | 6 | $1.4M |
All 13F filers, Q4 2024 → Q1 2025: 186,183 shares bought and 237,876 shares sold, net −51,693 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Allspring Global Investments Holdings, LLC | 0.02% | Add +0.2% | 587,255 | $9.4M |
| GAMCO Investors | 0.08% | Add +1.4% | 453,180 | $7.3M |
| Renaissance Technologies | 0.01% | Reduce -3.2% | 406,658 | $6.6M |
| Vanguard Group Inc. | 0.00% | Reduce -1.9% | 368,116 | $6.0M |
| North Star Investment Management Corp. | 0.43% | Add +0.0% | 362,014 | $5.9M |
| Deprince Race & Zollo Inc. | 0.09% | Reduce -15.4% | 277,419 | $4.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.1% | 261,592 | $4.2M |
| BlackRock, Inc. | 0.00% | Reduce -0.6% | 221,616 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.7% | 189,516 | $3.1M |
| King Luther Capital Management Corp. | 0.01% | Add +0.0% | 185,000 | $3.0M |
| Garner Asset Management Corp | 1.05% | Add +4.0% | 146,408 | $2.4M |
| Peapod Lane Capital LLC | 2.27% | Reduce -28.5% | 124,754 | $2.0M |
| Allred Capital Management, LLC | 0.67% | No change | 103,873 | $1.7M |
| Aegis Financial Corp. | 1.38% | No change | 100,002 | $1.6M |
| Gabelli Funds LLC | 0.01% | No change | 86,811 | $1.4M |
| Bridgeway Capital Management, LLC | 0.03% | Add +4.2% | 84,203 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +71.8% | 80,796 | $1.3M |
| Millennium Management | 0.00% | Add +661.6% | 76,820 | $1.2M |
| De Lisle Partners LLP | 0.20% | No change | 72,921 | $1.2M |
| Geode Capital Management, LLC | 0.00% | Add +1.6% | 66,894 | $1.1M |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 60,353 | $978K |
| Northern Trust Corp. | 0.00% | Reduce -3.0% | 36,447 | $590K |
| State Street Corp. | 0.00% | No change | 30,213 | $494K |
| Empowered Funds, LLC | 0.01% | Add +8.7% | 28,751 | $466K |
| Levin Capital Strategies, L.P. | 0.04% | No change | 25,508 | $413K |
| Jane Street Group, LLC | 0.00% | New | 22,582 | $366K |
| Arete Wealth Advisors, LLC | 0.03% | No change | 20,358 | $330K |
| Morgan Stanley | 0.00% | Add +99.3% | 18,566 | $301K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -7.8% | 17,454 | $283K |
| HRT Financial LP | 0.00% | New | 15,786 | $255K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -8.1% | 13,459 | $218K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 13,200 | $214K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,148 | $213K |
| Sei Investments Co. | 0.00% | Reduce -7.1% | 13,129 | $213K |
| Ancora Advisors LLC | 0.00% | Reduce -46.6% | 12,812 | $208K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.03% | No change | 11,000 | $178K |
| Cerity Partners LLC | 0.00% | No change | 10,374 | $168K |
| Royal Bank of Canada | 0.00% | Add +1.3% | 7,371 | $118K |
| Citigroup Inc. | 0.00% | Reduce -8.4% | 6,512 | $105K |
| UBS Group AG | 0.00% | Add +147.2% | 2,684 | $43K |
| Wells Fargo & Company | 0.00% | Reduce -12.9% | 1,232 | $20K |
| Barclays PLC | 0.00% | Reduce -65.2% | 1,064 | $17K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.3% | 940 | $15K |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.5% | 547 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +4.6% | 341 | $6K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.6% | 315 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 51 | $826 |
| FMR LLC | 0.00% | No change | 33 | $532 |
| SBI Securities Co., Ltd. | 0.00% | Add +5.3% | 20 | $324 |
| FNY Investment Advisers, LLC | 0.00% | New | 50 | $0 |
"% of holder's portfolio" is WHG's weight in each manager's 13F, not the share of Westwood Holdings Group Inc. the manager owns.