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Westwood Hldng (WHG)
NYSE
$16.53-$0.13 (-0.78%)
Price as of Jun 03, 2026 4:10 PM EDT- $156.0MMarket Cap
- 14.82%1-Year Change
- Asset ManagementIndustry
Westwood Hldng (WHG)
$16.53-$0.13 (-0.78%)
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 (69.47%)
- Mutual Funds34.1M (26.41%)
- Insiders5.3M (4.12%)
- Other0 (0.00%)
Insider Transactions
- 4.12% (5.3M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 7Number of InsiderSelling (last 12 months)
- $121.9MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
BYRNE SUSAN M | Sell | Jun 02, 2026 | $6,631.36 | 406 | $16.33 | 275,844 |
BYRNE SUSAN M | Sell | Jun 01, 2026 | $20,830.94 | 1,300 | $16.02 | 276,250 |
BYRNE SUSAN M | Sell | May 29, 2026 | $18,438.66 | 1,124 | $16.40 | 277,550 |
BYRNE SUSAN M | Sell | May 22, 2026 | $9,821.73 | 613 | $16.02 | 283,430 |
BYRNE SUSAN M | Sell | May 21, 2026 | $4,803.90 | 300 | $16.01 | 284,043 |
BYRNE SUSAN M | Sell | May 20, 2026 | $3,298.00 | 206 | $16.01 | 284,343 |
BYRNE SUSAN M | Sell | May 18, 2026 | $10,470.94 | 651 | $16.08 | 284,549 |
BYRNE SUSAN M | Sell | May 14, 2026 | $8,002.00 | 500 | $16.00 | 285,200 |
BYRNE SUSAN M | Sell | May 13, 2026 | $4,803.00 | 300 | $16.01 | 285,700 |
BYRNE SUSAN M | Sell | May 12, 2026 | $16,119.61 | 991 | $16.27 | 286,000 |
BYRNE SUSAN M | Sell | May 11, 2026 | $14,418.87 | 876 | $16.46 | 286,991 |
BYRNE SUSAN M | Sell | May 08, 2026 | $9,703.98 | 600 | $16.17 | 287,867 |
BYRNE SUSAN M | Sell | May 07, 2026 | $16,062.00 | 1,000 | $16.06 | 288,467 |
BYRNE SUSAN M | Sell | May 06, 2026 | $4,184.00 | 260 | $16.09 | 289,467 |
BYRNE SUSAN M | Sell | May 05, 2026 | $10,852.81 | 678 | $16.01 | 289,727 |
BYRNE SUSAN M | Sell | May 04, 2026 | $3,827.99 | 239 | $16.02 | 290,405 |
BYRNE SUSAN M | Sell | May 01, 2026 | $7,753.11 | 478 | $16.22 | 290,644 |
Bowman Randy A | Award | Apr 30, 2026 | $0.00 | 5,780 | $0.00 | 37,532 |
BYRNE SUSAN M | Sell | Apr 30, 2026 | $16,186.49 | 994 | $16.28 | 291,122 |
Hoak J. Hale | Award | Apr 30, 2026 | $0.00 | 5,780 | $0.00 | 60,770 |
BYRNE SUSAN M | Sell | Apr 29, 2026 | $8,277.95 | 500 | $16.56 | 292,116 |
BYRNE SUSAN M | Sell | Apr 28, 2026 | $11,202.31 | 660 | $16.97 | 292,616 |
BYRNE SUSAN M | Sell | Apr 27, 2026 | $12,209.65 | 733 | $16.66 | 293,276 |
Ehinger John Anthony Jr Head of Legal and Compliance | Award | Feb 23, 2026 | $0.00 | 5,549 | $0.00 | 19,090 |
Linton David O Head of Distribution | Award | Feb 23, 2026 | $0.00 | 15,414 | $0.00 | 32,069 |
Lockridge Matthew Head, U.S. Value Inv. | Sell | Feb 23, 2026 | $87,247.38 | 5,379 | $16.22 | 77,900 |
Gomez Fabian President | Award | Feb 23, 2026 | $0.00 | 32,287 | $0.00 | 128,796 |
Ehinger John Anthony Jr Head of Legal and Compliance | In Kind | Feb 23, 2026 | $13,592.36 | 838 | $16.22 | 18,252 |
Helfert Adrian CIO, Multi-Asset Inv. | Sell | Feb 23, 2026 | $174,721.84 | 10,772 | $16.22 | 162,751 |
Forbes Murray III Chief Financial Officer | Award | Feb 23, 2026 | $0.00 | 11,098 | $0.00 | 68,685 |