$WHG

$18.81 -$0.05 (0.27%) Close

$WHG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 8.6M shares outstanding

Who owns WHG?

By type of holder

Institutions 63.0% Insiders 26.0% Everyone else 11.0%

Concentration Top 10 holders own 58.1%

Hoak J. Hale 9.7% · Allspring Global Investments Holdings, LLC 6.9%

Institutional ownership

63.0%

+1.9 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

+159.6K

by institutions in Q2 2026

New / sold out

5 / 4

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Westwood Holdings Group Inc +74.7K
BlackRock, Inc. +72.8K

Biggest sellers in Q2 2026

Renaissance Technologies LLC −22.2K
Allspring Global Investments Holdings, LLC −20.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.97M

3 notices from 2 people

Shares covered

115.1K

1.33% of the company

Arranged in advance

89%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Susan M Byrne Director 10b5-1 $1.75M
Casey Brian O Officer $214K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+8.8%

+0.94% a year

Each share's claim on the business

−8.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$32.2M vs $93.7M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years51% 3–5 years13% 1–3 years16% Under 1 year20%

Quarterly turnover

3.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting WHG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AG Allspring Global Investments Holdings, LLC	592.6K	6.85%	−20.5K (−3.4%)	2021	0.0%
Shares held by quarter Peak holding613.1K (Q1'26) Change over 8 quarters+8.4K Share of the company6.850% Allspring Global Investments Holdings, LLC's full portfolio →
B BlackRock, Inc.	582.2K	6.74%	+72.8K (+14.3%)	≤2021	0.0%
Shares held by quarter Peak holding582.2K (Q2'26) Change over 8 quarters+366.6K Share of the company6.740% BlackRock, Inc.'s full portfolio →

Allspring Global Investments Holdings, LLC

592.6K

% of company

6.85%

Change vs last qtr

−20.5K (−3.4%)

Held since

2021

BlackRock, Inc.

582.2K

% of company

6.74%

Change vs last qtr

+72.8K (+14.3%)

Held since

≤2021

27 more super investors behind a free account

See every manager holding Westwood Holdings Group Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WHG on Form N-PORT; together they hold 25.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AS Allspring Special Small Cap Value Fund Allspring Funds Trust	$8.08M	421.6K	4.88%	0.27%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$4.64M	242.4K	2.80%	0.00%	June 30, 2026

Allspring Special Small Cap Value Fund

Allspring Funds Trust

Position value

$8.08M

% of company

4.88%

% of the fund

0.27%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$4.64M

% of company

2.80%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Westwood Holdings Group Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HJ Hoak J. Hale Insider	835.8K	9.67%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company9.670% Hoak J. Hale's insider activity →
CB Casey Brian O Insider	534.8K	6.19%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company6.190% Casey Brian O's insider activity →

Hoak J. Hale

Insider

835.8K

% of company

9.67%

Change vs last qtr

—

Held since

—

Casey Brian O

Insider

534.8K

% of company

6.19%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of Westwood Holdings Group Inc.

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