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Westwood Hldng (WHG)
NYSE
$18.48-$0.06 (-0.35%)
Price as of Jun 23, 2026 4:10 PM EDT- $172.5MMarket Cap
- 20.41%1-Year Change
- Asset ManagementIndustry
Westwood Hldng (WHG)
$18.48-$0.06 (-0.35%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 6.46% | 613,114 | +6,302 (+1.03%) | Mar 31, 2026 |
BLACKROCK, INC. | 5.37% | 509,415 | -3,320 (-0.65%) | Mar 31, 2026 |
SETTIAN CAPITAL LP | 4.96% | 470,515 | 0 (0.00%) | Mar 31, 2026 |
WESTWOOD HOLDINGS GROUP INC | 4.68% | 444,245 | +444,245 (+100.00%) | Mar 31, 2026 |
GAMCO INVESTORS, INC. ET AL | 4.68% | 443,800 | 0 (0.00%) | Mar 31, 2026 |
VANGUARD GROUP INC | 4.20% | 398,354 | +1,089 (+0.27%) | Dec 31, 2025 |
NORTH STAR INVESTMENT MANAGEMENT CORP. | 4.02% | 380,809 | +8,816 (+2.32%) | Mar 31, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
ALLSPRING FUNDS TRUST | 4.62% | 438,283 | -20,000 (-4.56%) | Mar 31, 2026 |
VANGUARD INDEX FUNDS | 3.29% | 312,087 | +7,254 (+2.32%) | Mar 31, 2026 |
BAIRD FUNDS INC | 2.64% | 250,000 | 0 (0.00%) | Mar 31, 2026 |
NORTHERN LIGHTS FUND TRUST II | 2.56% | 243,000 | -2,700 (-1.11%) | Feb 28, 2026 |
iSHARES TRUST | 2.24% | 212,625 | -4,026 (-1.89%) | Mar 31, 2026 |
Global X Funds | 1.96% | 185,530 | 0 (0.00%) | Jan 31, 2026 |
FIDELITY SELECT PORTFOLIOS | 1.89% | 179,700 | 0 (0.00%) | Feb 28, 2026 |
Current Ownership Distribution
- Institutions89.7M (69.42%)
- Mutual Funds34.2M (26.48%)
- Insiders5.3M (4.10%)
- Other0 (0.00%)
Insider Transactions
- 4.10% (5.3M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 1Number of InsiderSelling (last 12 months)
- $28.0MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
BYRNE SUSAN M | Sell | Jun 22, 2026 | $18,305.10 | 1,000 | $18.31 | 255,811 |
BYRNE SUSAN M | Sell | Jun 18, 2026 | $28,417.02 | 1,549 | $18.35 | 256,811 |
BYRNE SUSAN M | Sell | Jun 17, 2026 | $6,335.21 | 350 | $18.10 | 258,360 |
BYRNE SUSAN M | Sell | Jun 16, 2026 | $29,892.72 | 1,634 | $18.29 | 258,710 |
BYRNE SUSAN M | Sell | Jun 15, 2026 | $52,265.64 | 2,910 | $17.96 | 260,344 |
BYRNE SUSAN M | Sell | Jun 12, 2026 | $77,999.86 | 4,367 | $17.86 | 263,254 |