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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.

Q4 2024 vs. Q3 2024

How the institutions holding Westwood Holdings Group Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of WHG: Q3 2024 compared with Q4 2024
MeasureQ3 2024Q4 2024Change
Holders4451+7
Shares4.77M4.69M−81.8K (−1.7%)
Value$67.8M$68.3M+$519.8K (+0.8%)

New holders (9)

Institutions that held Westwood Holdings Group Inc at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to WHG in Q4 2024
InstitutionSharesValue% of portfolio
Peapod Lane Capital LLC174,546$2.53M2.51%
Ancora Advisors, LLC24,012$348.4K0.01%
683 Capital Management, LLC22,178$321.8K0.03%
Citadel Advisors LLC13,048$189.3K0.00%
Gabelli & Co Investment Advisers, Inc.11,000$159.6K0.03%
Millennium Management LLC10,086$146.3K0.00%
Citigroup Inc7,113$103.2K0.00%
Tower Research Capital LLC (TRC)326$4.73K0.00%
SBI Securities Co., Ltd.19$2760.00%

Sold out (2)

Institutions that held Westwood Holdings Group Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of WHG in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Acuitas Investments, LLC158,616$2.25M
FNY Investment Advisers, LLC50$0