WHG WESTWOOD HOLDINGS GROUP INC: institutional ownership and insider trading
76 funds reported holding $111M of WESTWOOD HOLDINGS GROUP INC in their latest 13F filings; in Q2 2026 funds net bought $3.06M, with 5 new positions and 3 funds selling out; over the last 12 months insiders bought $0 and sold $1.56M on the open market; over its last four quarters it reported revenue of $102M and net income of $7.88M.
WHG revenue and earnings
- Quarter ended Jun 30, 2026: revenue $25.3M, net income $1.53M, EPS 0.17
- Quarter ended Mar 31, 2026: revenue $25.0M, net income $782K, EPS 0.09
- Quarter ended Dec 31, 2025: revenue $27.1M, net income $1.84M, EPS 0.21
- Quarter ended Sep 30, 2025: revenue $24.3M, net income $3.73M, EPS 0.41
Famous investors holding WHG
- Renaissance Technologies (Renaissance Technologies): $6.30M, 0.0% of the portfolio
Largest institutional holders of WHG
- Allspring Global Investments Holdings, LLC — $11.4M
- BlackRock, Inc. (BLK) — $11.2M
- WESTWOOD HOLDINGS GROUP INC (WHG) — $9.94M
- Settian Capital LP — $9.02M
- GAMCO INVESTORS, INC. ET AL — $8.50M
- North Star Investment Management Corp. — $7.43M
- VANGUARD GROUP INC — $6.86M
- RENAISSANCE TECHNOLOGIES LLC — $6.30M
- VANGUARD CAPITAL MANAGEMENT LLC — $6.27M
- DIMENSIONAL FUND ADVISORS LP — $5.45M
Recent WHG insider trades
- Jul 2, 2026: Byrne Susan M sold 8,465 shares ($165K)
- Jun 30, 2026: Byrne Susan M sold 12,557 shares ($248K)
- Jun 25, 2026: Byrne Susan M sold 4,300 shares ($79.0K)
- Jun 22, 2026: Byrne Susan M sold 2,944 shares ($53.9K)
5%+ owners
- BlackRock, Inc.: 5.1% (Schedule 13G, filed Oct 17, 2025)
- Settian Capital LP: 5.0% (Schedule 13D, filed Aug 4, 2025)
Who owns the most WHG stock?
The largest institutional holders of WESTWOOD HOLDINGS GROUP INC in the latest 13F filings are Allspring Global Investments Holdings, LLC ($11.4M), BlackRock, Inc. (BLK) ($11.2M), WESTWOOD HOLDINGS GROUP INC (WHG) ($9.94M).
Are insiders buying or selling WHG?
Over the last 12 months insiders bought $0 and sold $1.56M of WESTWOOD HOLDINGS GROUP INC stock on the open market (SEC Form 4).
Which famous investors own WHG?
Renaissance Technologies.
What was WHG's revenue last quarter?
WESTWOOD HOLDINGS GROUP INC reported revenue of $25.3M for the quarter ended June 30, 2026, with net income of $1.53M.
Which ETFs hold WHG?
6 ETFs and mutual funds hold it among their top 100 positions, including ESPAX, NSDRX, AVALX, NSMVX.