Westwood Holdings GroupWHG
13F holders, Q4 2025 (December 31)63holders +2
6new positions
5sold out
2famous investors
$17.27avg. 13F price*
At the end of Q4 2025, 63 institutions reported holding Westwood Holdings Group Inc. (WHG) in their 13F filings, up 2 from Q3 2025. 6 opened new positions and 5 sold out. The largest holders were Allspring Global Investments Holdings, LLC ($10.7M), BlackRock, Inc. ($8.8M) and Settian Capital LP ($8.1M). 2 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Westwood Holdings Group Inc.
- CUSIP
- 961765104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $7.8M |
| Exits | 5 | $714K |
All 13F filers, Q3 2025 → Q4 2025: 522,915 shares bought and 97,917 shares sold, net +424,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Allspring Global Investments Holdings, LLC | 0.02% | Add +2.2% | 606,812 | $10.7M |
| BlackRock, Inc. | 0.00% | Add +4.8% | 512,735 | $8.8M |
| Settian Capital LP | 5.40% | No change | 470,515 | $8.1M |
| GAMCO Investors | 0.07% | New | 443,800 | $7.6M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 398,354 | $6.9M |
| Renaissance Technologies | 0.01% | Reduce -3.9% | 373,458 | $6.4M |
| North Star Investment Management Corp. | 0.40% | Add +1.2% | 371,993 | $6.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.5% | 274,516 | $4.7M |
| King Luther Capital Management Corp. | 0.01% | No change | 185,000 | $3.2M |
| Geode Capital Management, LLC | 0.00% | Add +0.6% | 163,166 | $2.8M |
| Garner Asset Management Corp | 0.82% | Reduce -8.1% | 124,306 | $2.1M |
| Aegis Financial Corp. | 0.41% | No change | 99,926 | $1.7M |
| Bridgeway Capital Management, LLC | 0.03% | Add +3.7% | 93,789 | $1.6M |
| Peapod Lane Capital LLC | 1.30% | Add +0.7% | 88,680 | $1.5M |
| State Street Corp. | 0.00% | Add +6.7% | 86,726 | $1.5M |
| Gabelli Funds LLC | 0.01% | No change | 77,206 | $1.3M |
| Northern Trust Corp. | 0.00% | Reduce -7.0% | 65,734 | $1.1M |
| De Lisle Partners LLP | 0.13% | Reduce -19.2% | 58,920 | $1.0M |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 54,838 | $944K |
| Levin Capital Strategies, L.P. | 0.04% | No change | 25,508 | $439K |
| Sei Investments Co. | 0.00% | Add +37.9% | 24,116 | $415K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.7% | 21,213 | $365K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 20,220 | $348K |
| Morgan Stanley | 0.00% | Add +11.0% | 19,609 | $337K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 18,344 | $316K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 16,622 | $287K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -7.5% | 15,277 | $263K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +1.2% | 13,757 | $237K |
| Barclays PLC | 0.00% | Add +10.6% | 12,396 | $213K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,543 | $199K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.03% | No change | 10,500 | $181K |
| Cerity Partners LLC | 0.00% | Reduce -0.0% | 10,387 | $179K |
| Wells Fargo & Company | 0.00% | Add +39.9% | 10,032 | $173K |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.6% | 8,602 | $148K |
| Rhumbline Advisers | 0.00% | Reduce -21.9% | 5,765 | $99K |
| UBS Group AG | 0.00% | Reduce -25.7% | 3,840 | $66K |
| New York State Common Retirement Fund | 0.00% | No change | 3,600 | $62K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.1% | 3,492 | $60K |
| BNP Paribas Financial Markets | 0.00% | Add +5.0% | 1,935 | $33K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,901 | $33K |
| Russell Investments Group, Ltd. | 0.00% | Add +22.2% | 1,013 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 761 | $13K |
| Legal & General Group Plc | 0.00% | No change | 675 | $12K |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 671 | $12K |
| Royal Bank of Canada | 0.00% | Add +13.3% | 649 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -9.4% | 604 | $10K |
| California State Teachers Retirement System | 0.00% | Reduce -1.9% | 457 | $8K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.5% | 429 | $7K |
| NewEdge Advisors, LLC | 0.00% | Add +45.1% | 309 | $5K |
| Amalgamated Bank | 0.00% | Reduce -7.9% | 234 | $4K |
| FMR LLC | 0.00% | Reduce -51.1% | 175 | $3K |
| Citigroup Inc. | 0.00% | Add +95.4% | 170 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 132 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 96 | $2K |
| Rockefeller Capital Management L.P. | 0.00% | New | 74 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -52.2% | 66 | $1K |
| MAI Capital Management | 0.00% | New | 34 | $586 |
| SBI Securities Co., Ltd. | 0.00% | No change | 20 | $344 |
| Essential Partners LLC | 0.00% | Add +100.0% | 2 | $34 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1 | $17 |
| Cwm, LLC | 0.00% | Add +15.4% | 15 | $0 |
| FNY Investment Advisers, LLC | 0.00% | No change | 50 | $0 |
| Covestor Ltd | 0.00% | New | 8 | $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.