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Disclosery

WHG WESTWOOD HLDGS GROUP INC

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COMMON STOCK (common), issuer CIK 1165002

60 managers (61 13F filers) reported a position in WHG shares at 2025-09-30, 4,390,648 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
60
13F filers
61
New
9
Added
23
Reduced
18
Sold out
5
Shares held by filers
4,390,648

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Allspring Global Investments Holdings, …in group Allspring Global Investments …593,753$9.8M0.02%+5,03313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.489,137$8.07M<0.01%+65,87813F-HRTimelineGroup
Settian Capital LP470,515$7.76M5.27%+40,50713F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC397,265$6.55M<0.01%+11,22313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC388,658$6.41M0.01%-13,00013F-HRTimeline
North Star Investment Management Corp.367,477$6.06M0.39%+1713F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP273,088$4.5M<0.01%-5,19113F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP185,000$3.05M0.01%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC162,270$2.68M<0.01%+1,06513F-HRTimelineGroup
Garner Asset Management Corp135,211$2.23M0.9%+2,02713F-HRTimeline
AEGIS FINANCIAL CORP99,926$1.65M0.63%013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC90,421$1.49M0.03%+3,80113F-HRTimeline
Peapod Lane Capital LLC88,038$1.45M1.3%+97013F-HRTimeline
GAMCO Investors (Gabelli)group of 3 filers holding87,706$1.45M-446,500Timeline
STATE STREET CORPin group STATE STREET CORP81,279$1.35M<0.01%+2,22213F-HRTimelineGroup
De Lisle Partners LLP72,921$1.21M0.15%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP70,683$1.17M<0.01%-5,86313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/58,026$957K<0.01%-4,62413F-HR/ATimelineGroup
Empowered Funds, LLC34,969$577K0.01%+3,80113F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.25,508$421K0.04%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp21,367$352K<0.01%+2,39613F-HRTimelineGroup
Arete Wealth Advisors, LLC20,220$333K0.02%-5513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co18,344$302K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY17,659$291K<0.01%-6,66413F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO17,495$288K<0.01%+4,36613F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/16,622$275K<0.01%013F-HRTimeline
Prosperity Consulting Group, LLC16,510$272K0.01%-27713F-HRTimeline
Connor, Clark & Lunn Investment Managem…13,598$224K<0.01%+2,20313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC11,206$185K<0.01%-3,58813F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,389$171K<0.01%+1513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,191$168K<0.01%+2,65413F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\8,261$136K<0.01%new13F-HRTimelineGroup
RHUMBLINE ADVISERS7,384$122K<0.01%-2,05613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,171$118K<0.01%+1,12613F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,170$85.3K<0.01%-1,29313F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND3,600$59.4K<0.01%-2,70013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…3,531$58.2K<0.01%-53913F-HRTimelineGroup
Police & Firemen's Retirement System of…1,901$31.3K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,842$30.4K<0.01%+47313F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…829$13.7K<0.01%-47,39413F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…761$12.5K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.670$11.7K<0.01%+213F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc675$11.1K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…667$11K<0.01%+65913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA573$10K<0.01%-7,47413F-HRTimelineGroup
Sterling Capital Management LLC514$8.48K<0.01%+31313F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…466$7.68K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC358$5.9K<0.01%+1813F-HRTimelineGroup
AMALGAMATED BANK254$4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC213$3.51K<0.01%-10713F-HRTimeline
Farther Finance Advisors, LLC138$2.28K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC87$1.44K<0.01%-2,41113F-HRTimelineGroup
GAMMA Investing LLC42$693<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.20$330<0.01%013F-HRTimeline
Arax Advisory Partners3$49<0.01%new13F-HRTimeline
True Wealth Design, LLC1$17<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$16<0.01%new13F-HRTimelineGroup
Essential Partners LLC1$16<0.01%new13F-HRTimeline
FNY Investment Advisers, LLC50$00%013F-HRTimelineValue filed as zero, left out of ratios.
CWM, LLCin group CWM, LLC13$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.