Westwood Holdings Group Inc
WHG- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001165002
In the last 90 days, Westwood Holdings Group Inc insiders filed 0 open-market purchases and 1 sale; 70 institutions reported holding it in 13F filings for Q2 2026, worth $104.4M in total; no superinvestor holds it.
Q3 2025 vs. Q2 2025
How the institutions holding Westwood Holdings Group Inc changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 57 | 61 | +4 |
| Shares | 4.92M | 4.39M | −526.0K (−10.7%) |
| Value | $76.8M | $72.4M | −$4.39M (−5.7%) |
New holders (9)
Institutions that held Westwood Holdings Group Inc at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Deutsche Bank AG | 8,261 | $136.2K | 0.00% |
| Police & Firemen's Retirement System of New Jersey | 1,901 | $31.3K | 0.00% |
| Farther Finance Advisors, LLC | 138 | $2.28K | 0.00% |
| GAMMA Investing LLC | 42 | $693 | 0.00% |
| SRS Capital Advisors, Inc. | 3 | $49 | 0.00% |
| True Wealth Design, LLC | 1 | $17 | 0.00% |
| EverSource Wealth Advisors, LLC | 1 | $16 | 0.00% |
| Essential Partners LLC | 1 | $16 | 0.00% |
| CWM, LLC | 13 | $0 | 0.00% |
Sold out (5)
Institutions that held Westwood Holdings Group Inc at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Gamco Investors, Inc. Et Al | 444,000 | $6.93M |
| Allred Capital Management, LLC | 103,873 | $1.62M |
| Susquehanna International Group, LLP | 18,098 | $282.3K |
| Ancora Advisors, LLC | 10,009 | $156.1K |
| Raymond James Financial Inc | 5,425 | $84.6K |