Westwood Holdings Group Inc
WHG- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001165002
No open-market purchases or sales by Westwood Holdings Group Inc insiders were filed in the last 90 days; 70 institutions reported holding it in 13F filings for Q2 2026, worth $104.4M in total; no superinvestor holds it.
Q2 2023 vs. Q1 2023
How the institutions holding Westwood Holdings Group Inc changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 41 | 42 | +1 |
| Shares | 5.04M | 5.11M | +70.0K (+1.4%) |
| Value | $56.5M | $63.4M | +$6.87M (+12.2%) |
New holders (5)
Institutions that held Westwood Holdings Group Inc at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Acuitas Investments, LLC | 120,185 | $1.49M | 0.87% |
| Empowered Funds, LLC | 17,556 | $217.7K | 0.01% |
| EA Series Trust | 17,556 | $217.7K | 0.01% |
| Gabelli & Co Investment Advisers, Inc. | 11,500 | $142.6K | 0.02% |
| Rhumbline Advisers | 420 | $5.21K | 0.00% |
Sold out (4)
Institutions that held Westwood Holdings Group Inc at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Price T Rowe Associates Inc | 14,900 | $168.0K |
| Assenagon Asset Management S.A. | 13,512 | $151.5K |
| Callodine Capital Management, LP | 10,100 | $113.2K |
| CWM, LLC | 22 | $0 |