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Westwood Hldng (WHG)
NYSE
$18.75-$0.04 (-0.21%)
Price as of Sep 11, 2026 4:15 PM EDT- $179.3MMarket Cap
- 14.08%1-Year Change
- Asset ManagementIndustry
Westwood Hldng (WHG)
$18.75-$0.04 (-0.21%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 6.25% | 592,567 | -20,547 (-3.47%) | Jun 30, 2026 |
BLACKROCK, INC. | 6.14% | 582,224 | +72,809 (+12.51%) | Jun 30, 2026 |
WESTWOOD HOLDINGS GROUP INC | 5.47% | 518,966 | +74,721 (+14.40%) | Jun 30, 2026 |
SETTIAN CAPITAL LP | 4.96% | 470,515 | 0 (0.00%) | Jun 30, 2026 |
GAMCO INVESTORS, INC. ET AL | 4.68% | 443,800 | 0 (0.00%) | Jun 30, 2026 |
VANGUARD GROUP INC | 4.20% | 398,354 | +1,089 (+0.27%) | Dec 31, 2025 |
NORTH STAR INVESTMENT MANAGEMENT CORP. | 4.09% | 387,800 | +6,991 (+1.80%) | Jun 30, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
ALLSPRING FUNDS TRUST | 4.44% | 421,583 | -16,700 (-3.96%) | Jun 30, 2026 |
VANGUARD INDEX FUNDS | 3.29% | 311,822 | -265 (-0.08%) | Jun 30, 2026 |
iSHARES TRUST | 2.73% | 258,472 | +45,847 (+17.74%) | Jun 30, 2026 |
NORTHERN LIGHTS FUND TRUST II | 2.67% | 253,000 | +10,000 (+3.95%) | May 31, 2026 |
BAIRD FUNDS INC | 2.64% | 250,000 | 0 (0.00%) | Jun 30, 2026 |
Global X Funds | 1.96% | 185,530 | 0 (0.00%) | May 31, 2026 |
FIDELITY SELECT PORTFOLIOS | 1.89% | 179,700 | 0 (0.00%) | May 31, 2026 |
Current Ownership Distribution
- Institutions95.2M (68.28%)
- Mutual Funds38.9M (27.93%)
- Insiders5.3M (3.79%)
- Other0 (0.00%)
Insider Transactions
- 3.79% (5.3M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 1Number of InsiderSelling (last 12 months)
- $55.7MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
BYRNE SUSAN M | Sell | Jun 30, 2026 | $20,911.20 | 1,091 | $19.17 | 239,017 |
BYRNE SUSAN M | Sell | Jun 29, 2026 | $142,783.18 | 7,129 | $20.03 | 240,108 |
BYRNE SUSAN M | Sell | Jun 26, 2026 | $82,856.19 | 4,274 | $19.39 | 247,237 |
BYRNE SUSAN M | Sell | Jun 25, 2026 | $9,104.25 | 500 | $18.21 | 251,511 |
BYRNE SUSAN M | Sell | Jun 24, 2026 | $23,819.64 | 1,300 | $18.32 | 252,011 |
BYRNE SUSAN M | Sell | Jun 23, 2026 | $46,117.50 | 2,500 | $18.45 | 253,311 |
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 |
Ryan Janice | Award | Jun 09, 2026 | $0.00 | 5,889 | $0.00 | 11,669 |