WESTWOOD HOLDINGS GROUP INC (WHG) Institutional Ownership Changes & 13F Activity

WESTWOOD HOLDINGS GROUP INC (WHG) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC and Third Avenue Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2018Renaissance Technologies LLCBuy95,700438,100$22,667
Q1 2018Renaissance Technologies LLCBuy80,400342,400$19,342
Q4 2017Renaissance Technologies LLCBuy2,700262,000$17,347
Q3 2017Renaissance Technologies LLCSell-1,300259,300$17,443
Q2 2017Renaissance Technologies LLCSell-22,400260,600$14,773
Q1 2017Renaissance Technologies LLCBuy35,500283,000$15,115
Q4 2016Renaissance Technologies LLCBuy23,000247,500$14,848
Q3 2016Renaissance Technologies LLCBuy31,200224,500$11,923
Q2 2016Renaissance Technologies LLCBuy4,900193,300$10,013
Q1 2016Renaissance Technologies LLCSell-6,400188,400$11,050
Q4 2015Renaissance Technologies LLCBuy23,546194,800$10,147
Q3 2015Renaissance Technologies LLCBuy7,115171,254$9,308
Q2 2015Renaissance Technologies LLCBuy3,238164,139$9,778
Q1 2015Renaissance Technologies LLCBuy20,722160,901$9,702
Q4 2014Renaissance Technologies LLCBuy7,679140,179$8,666
Q3 2014Third Avenue ManagementSell-99,253315,624$17,893
Q3 2014Renaissance Technologies LLCBuy11,800132,500$7,511
Q2 2014Renaissance Technologies LLCBuy8,200120,700$7,247
Q1 2014Renaissance Technologies LLCBuy5,000112,500$7,053
Q4 2013Renaissance Technologies LLCBuy14,900107,500$6,655
Q3 2013Renaissance Technologies LLCBuy2,20092,600$4,449
Q2 2013Third Avenue ManagementBuy414,877414,877$17,807
Q2 2013Renaissance Technologies LLCBuy90,40090,400$3,880

Frequently asked questions about WHG activity

  • Which institutional owners are buying WHG?

    Institutional owners buying WHG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in WHG activity?

    "Buy" means an investor increased their reported position in WHG compared to the prior reporting period. This reflects growing exposure to WESTWOOD HOLDINGS GROUP INC (WHG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in WHG increasing?

    Institutional interest in WHG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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