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 2026 vs. Q1 2026
How the institutions holding Westwood Holdings Group Inc changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 69 | 1 | 70 | +2 |
| Shares | 5.29M | 51 | 5.44M | +159.7K (+3.0%) |
| Value | $86.7M | $840 | $104.4M | +$17.7M (+20.4%) |
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Westwood Holdings Group Inc at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Nuveen, LLC | 14,757 | $282.7K | 0.00% |
| Marquette Asset Management, LLC | 10,801 | $206.9K | 0.03% |
| LRI Investments, LLC | 7,000 | $134.1K | 0.01% |
| SRS Capital Advisors, Inc. | 144 | $2.76K | 0.00% |
| Rothschild Investment LLC | 2 | $38 | 0.00% |
Sold out (3)
Institutions that held Westwood Holdings Group Inc at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Goldman Sachs Group Inc | 12,270 | $202.1K |
| MAI Capital Management | 87 | $1.43K |
| Root Financial Partners, LLC | 3 | $49 |
Not filed for Q2 2026 yet (1)
Institutions that held Westwood Holdings Group Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| CWM, LLC | 51 | $840 |