Westwood Holdings GroupWHG
13F holders, Q1 2026 (March 31)69holders +6
7new positions
4sold out
2famous investors
$16.41avg. 13F price*
At the end of Q1 2026, 69 institutions reported holding Westwood Holdings Group Inc. (WHG) in their 13F filings, up 6 from Q4 2025. 7 opened new positions and 4 sold out. The largest holders were Allspring Global Investments Holdings, LLC ($9.7M), BlackRock, Inc. ($8.4M) and Settian Capital LP ($7.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $8.4M |
| Exits | 4 | $359K |
All 13F filers, Q4 2025 → Q1 2026: 559,499 shares bought and 104,241 shares sold, net +455,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Allspring Global Investments Holdings, LLC | 0.02% | Add +1.0% | 613,114 | $9.7M |
| BlackRock, Inc. | 0.00% | Reduce -0.7% | 509,415 | $8.4M |
| Settian Capital LP | 5.43% | No change | 470,515 | $7.7M |
| Westwood Holdings Group Inc. | 0.05% | New | 444,245 | $7.3M |
| GAMCO Investors | 0.07% | No change | 443,800 | $7.3M |
| North Star Investment Management Corp. | 0.38% | Add +2.4% | 380,809 | $6.3M |
| Renaissance Technologies | 0.01% | Reduce -6.1% | 350,767 | $5.8M |
| Vanguard Capital Management LLC | 0.00% | — | 320,516 | $5.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.9% | 279,685 | $4.6M |
| King Luther Capital Management Corp. | 0.01% | No change | 185,000 | $3.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.8% | 160,296 | $2.6M |
| Garner Asset Management Corp | 0.72% | Reduce -10.7% | 111,016 | $1.8M |
| Aegis Financial Corp. | 0.28% | No change | 99,926 | $1.6M |
| Bridgeway Capital Management, LLC | 0.03% | Add +3.8% | 97,350 | $1.6M |
| State Street Corp. | 0.00% | Add +1.9% | 88,397 | $1.5M |
| Gabelli Funds LLC | 0.01% | Add +6.5% | 82,210 | $1.4M |
| Peapod Lane Capital LLC | 1.06% | Reduce -11.1% | 78,859 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +5.4% | 69,256 | $1.1M |
| De Lisle Partners LLP | 0.11% | Reduce -1.2% | 58,199 | $956K |
| Bank of America Corp. | 0.00% | Add +1.9% | 55,856 | $920K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 46,448 | $765K |
| Vanguard Portfolio Management LLC | 0.00% | — | 42,866 | $706K |
| Empowered Funds, LLC | 0.00% | New | 41,898 | $690K |
| Sei Investments Co. | 0.00% | Add +31.3% | 31,659 | $521K |
| Levin Capital Strategies, L.P. | 0.03% | No change | 25,508 | $420K |
| Bank of New York Mellon Corp | 0.00% | Add +1.1% | 21,436 | $353K |
| Advisor OS, LLC | 0.02% | New | 20,035 | $330K |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.9% | 18,102 | $299K |
| Morgan Stanley | 0.00% | Reduce -19.3% | 15,822 | $261K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -16.4% | 15,345 | $253K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -8.1% | 14,039 | $231K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +0.2% | 13,786 | $227K |
| Goldman Sachs Group Inc. | 0.00% | Add +6.3% | 12,270 | $202K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.03% | Add +6.6% | 11,192 | $184K |
| Cerity Partners LLC | 0.00% | Add +0.2% | 10,407 | $171K |
| Deutsche Bank AG | 0.00% | New | 6,685 | $110K |
| Rhumbline Advisers | 0.00% | Reduce -1.7% | 5,668 | $93K |
| Wells Fargo & Company | 0.00% | Reduce -47.6% | 5,256 | $87K |
| New York State Common Retirement Fund | 0.00% | No change | 3,600 | $59K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.6% | 3,582 | $59K |
| JPMorgan Chase & Co. | 0.00% | Reduce -64.7% | 3,034 | $50K |
| Barclays PLC | 0.00% | Reduce -77.8% | 2,758 | $45K |
| Vanguard Global Advisers, LLC | 0.00% | — | 2,622 | $43K |
| UBS Group AG | 0.00% | Reduce -34.4% | 2,518 | $41K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,901 | $31K |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.4% | 1,618 | $27K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +79.6% | 1,085 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 761 | $13K |
| Legal & General Group Plc | 0.00% | No change | 675 | $11K |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 637 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -39.1% | 617 | $10K |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.8% | 518 | $9K |
| California State Teachers Retirement System | 0.00% | Reduce -11.8% | 403 | $7K |
| Citigroup Inc. | 0.00% | Add +103.5% | 346 | $6K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.4% | 247 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1.5% | 134 | $2K |
| FMR LLC | 0.00% | Reduce -35.4% | 113 | $2K |
| MAI Capital Management | 0.00% | Add +155.9% | 87 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 66 | $1K |
| Cwm, LLC | 0.00% | Add +240.0% | 51 | $840 |
| SBI Securities Co., Ltd. | 0.00% | Add +10.0% | 22 | $362 |
| Essential Partners LLC | 0.00% | Add +250.0% | 7 | $115 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -93.8% | 6 | $99 |
| Allworth Financial LP | 0.00% | New | 3 | $50 |
| Root Financial Partners, LLC | 0.00% | New | 3 | $49 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +200.0% | 3 | $48 |
| True Wealth Design, LLC | 0.00% | New | 1 | $17 |
| FNY Investment Advisers, LLC | 0.00% | No change | 50 | $0 |
| Covestor Ltd | 0.00% | Add +62.5% | 13 | $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.