Westwood Holdings Group (WHG) Held by Superinvestors

WESTWOOD HOLDINGS GROUP INC (WHG) is currently held by 1 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $6.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Renaissance Technologies LLC is currently the largest disclosed institutional shareholder of WHG tracked by InsiderSet, reporting ownership valued at approximately $6.30M in its June 30, 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 $6.12M, representing an estimated loss of -2.77% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed WHG value among the investors covered in this analysis. Major shareholders include Renaissance Technologies LLC, 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.

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Renaissance Technologies LLCJim Simons0.01%328,558$6,295,171$6,121,036-$174,135-2.77%
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Frequently asked questions about WHG

  • Who are the largest superinvestors holding WHG?

    The largest superinvestors holding WHG in the latest SEC Form 13F filings include Renaissance Technologies LLC. InsiderSet ranks these superinvestors by their latest reported WHG position.

  • What does the WHG superinvestors page include?

    This page tracks WHG positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. WESTWOOD HOLDINGS GROUP INC (WHG) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.

  • How many superinvestors hold WHG?

    InsiderSet currently tracks 1 superinvestors reporting WHG holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own WHG.

  • How much WHG stock do superinvestors hold?

    Superinvestors tracked by InsiderSet disclosed approximately $6.30M in WHG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.

  • When were WHG superinvestor holdings last updated?

    The latest WHG superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.

  • Are superinvestor WHG holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its WHG position after the reporting date.

  • Are superinvestors buying or selling WHG?

    Buying and selling can be analyzed by comparing WHG positions across consecutive 13F reporting periods. InsiderSet's WHG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WHG ownership changes.

  • How have superinvestor WHG holdings changed over time?

    InsiderSet tracks WHG holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.