WESTWOOD HOLDINGS GROUP INC (WHG) Institutional Shareholders
WESTWOOD HOLDINGS GROUP INC (WHG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $89.06M in WHG holdings during the latest filing period.
Allspring Global Investments Holdings, Llc is currently the largest disclosed institutional shareholder of WHG tracked by InsiderSet, reporting ownership valued at approximately $9.75M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.81M, representing an estimated gain of +21.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed WHG value among the investors covered in this analysis. Major shareholders include Allspring Global Investments Holdings, Llc, Settian Capital Lp, Blackrock, Inc., and several other long-term asset managers with concentrated positions in WESTWOOD HOLDINGS GROUP INC (WHG).
This page ranks the largest institutional WHG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
64
Total Reported Value
$89.06M
Largest Holder
Allspring Global Investments Holdings, Llc
Largest Position
$9.75M
Insider Transactions (90d)
28
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allspring Global Investments Holdings, Llc | 0.02% | 613,114 | $9,748,513 | $11,808,576 | +$2,060,063 | +21.13% | |
| Settian Capital Lp | 5.79% | 470,515 | $9,015,067 | $9,062,119 | +$47,052 | +0.52% | |
| Blackrock, Inc. | 0.00% | 509,415 | $8,390,056 | $9,811,333 | +$1,421,277 | +16.94% | |
| North Star Investment Management Corp. | 0.40% | 387,800 | $7,430,253 | $7,469,028 | +$38,775 | +0.52% | |
| Westwood Holdings Group Inc | 0.05% | 444,245 | $7,316,722 | $8,556,159 | +$1,239,437 | +16.94% | |
| Gamco Investors, Inc. Et Al | 0.07% | 443,800 | $7,309,386 | $8,547,588 | +$1,238,202 | +16.94% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 350,767 | $5,777,132 | $6,755,772 | +$978,640 | +16.94% |
| Vanguard Capital Management Llc | 0.00% | 320,516 | $5,278,899 | $6,173,138 | +$894,239 | +16.94% | |
| Dimensional Fund Advisors Lp | 0.00% | 279,685 | $4,606,608 | $5,386,733 | +$780,125 | +16.93% | |
| King Luther Capital Management Corp | 0.01% | 185,000 | $3,046,950 | $3,563,100 | +$516,150 | +16.94% | |
| Geode Capital Management, Llc | 0.00% | 160,296 | $2,641,542 | $3,087,301 | +$445,759 | +16.87% | |
| Garner Asset Management Corp | 0.72% | 111,016 | $1,828,301 | $2,138,168 | +$309,867 | +16.95% | |
| Aegis Financial Corp | 0.28% | 99,926 | $1,645,781 | $1,924,575 | +$278,794 | +16.94% | |
| Bridgeway Capital Management, Llc | 0.03% | 97,350 | $1,603,355 | $1,874,961 | +$271,606 | +16.94% | |
| Peapod Lane Capital Llc | 1.04% | 80,120 | $1,535,090 | $1,543,111 | +$8,021 | +0.52% | |
| State Street Corp | 0.00% | 88,397 | $1,469,043 | $1,702,526 | +$233,483 | +15.89% | |
| Gabelli Funds Llc | 0.01% | 82,210 | $1,353,999 | $1,583,365 | +$229,366 | +16.94% | |
| Northern Trust Corp | 0.00% | 69,256 | $1,140,647 | $1,333,871 | +$193,224 | +16.94% | |
| De Lisle Partners Llp | 0.11% | 58,199 | $955,865 | $1,120,913 | +$165,048 | +17.27% | |
| Bank Of America Corp | 0.00% | 55,856 | $919,948 | $1,075,787 | +$155,839 | +16.94% | |
| Vanguard Fiduciary Trust Co | 0.00% | 46,448 | $764,999 | $894,588 | +$129,589 | +16.94% | |
| Vanguard Portfolio Management Llc | 0.00% | 42,866 | $706,003 | $825,599 | +$119,596 | +16.94% | |
| Empowered Funds, Llc | 0.00% | 41,898 | $690,060 | $806,955 | +$116,895 | +16.94% | |
| Sei Investments Co | 0.00% | 31,659 | $521,424 | $609,752 | +$88,328 | +16.94% | |
| Advisor Os, Llc | 0.03% | 19,818 | $379,713 | $381,695 | +$1,982 | +0.52% | |
| Bank Of New York Mellon Corp | 0.00% | 21,436 | $353,044 | $412,857 | +$59,813 | +16.94% | |
| Morgan Stanley | 0.00% | 15,822 | $260,589 | $304,732 | +$44,143 | +16.94% | |
| Charles Schwab Investment Management Inc | 0.00% | 15,345 | $252,732 | $295,545 | +$42,813 | +16.94% | |
| Prosperity Consulting Group, Llc | 0.01% | 14,039 | $231,222 | $270,391 | +$39,169 | +16.94% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 13,786 | $227,055 | $265,518 | +$38,463 | +16.94% | |
| Marquette Asset Management, Llc | 0.03% | 10,801 | $206,948 | $208,027 | +$1,079 | +0.52% | |
| Goldman Sachs Group Inc | 0.00% | 12,270 | $202,087 | $236,320 | +$34,233 | +16.94% | |
| Gabelli & Co Investment Advisers, Inc. | 0.03% | 11,192 | $184,332 | $215,558 | +$31,226 | +16.94% | |
| Cerity Partners Llc | 0.00% | 10,407 | $171,403 | $200,439 | +$29,036 | +16.94% | |
| Lri Investments, Llc | 0.01% | 7,000 | $134,120 | $134,820 | +$700 | +0.52% | |
| Deutsche Bank Ag\ | 0.00% | 6,685 | $110,102 | $128,753 | +$18,651 | +16.94% | |
| Rhumbline Advisers | 0.00% | 5,668 | $93,346 | $109,166 | +$15,820 | +16.95% | |
| Wells Fargo & Company/Mn | 0.00% | 5,256 | $86,561 | $101,231 | +$14,670 | +16.95% | |
| New York State Common Retirement Fund | 0.00% | 3,600 | $68,976 | $69,336 | +$360 | +0.52% | |
| Citigroup Inc | 0.00% | 3,449 | $66,083 | $66,428 | +$345 | +0.52% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 3,582 | $58,996 | $68,989 | +$9,993 | +16.94% | |
| Barclays Plc | 0.00% | 2,758 | $45,424 | $53,119 | +$7,695 | +16.94% | |
| Vanguard Global Advisers, Llc | 0.00% | 2,622 | $43,184 | $50,500 | +$7,316 | +16.94% | |
| Ubs Group Ag | 0.00% | 2,518 | $41,472 | $48,497 | +$7,025 | +16.94% | |
| Police & Firemen'S Retirement System Of New Jersey | 0.00% | 1,901 | $36,423 | $36,613 | +$190 | +0.52% | |
| Bnp Paribas Financial Markets | 0.00% | 1,618 | $26,648 | $31,163 | +$4,515 | +16.94% | |
| Tower Research Capital Llc (Trc) | 0.00% | 1,085 | $17,870 | $20,897 | +$3,027 | +16.94% | |
| Ameritas Investment Partners, Inc. | 0.00% | 761 | $12,534 | $14,657 | +$2,123 | +16.94% | |
| Legal & General Group Plc | 0.00% | 675 | $11,117 | $13,001 | +$1,884 | +16.94% | |
| Royal Bank Of Canada | 0.00% | 637 | $11,000 | $12,269 | +$1,269 | +11.53% |
Frequently asked questions about WHG
Who owns the most WHG stock?
The largest holders of WHG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WESTWOOD HOLDINGS GROUP INC (WHG).
Is WHG widely held by superinvestors?
Many widely followed stocks like WHG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WHG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.