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Disclosery

WHG WESTWOOD HLDGS GROUP INC

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COMMON STOCK (common), issuer CIK 1165002

61 managers (63 13F filers) reported a position in WHG shares at 2025-12-31, 4,815,778 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
61
13F filers
63
New
6
Added
22
Reduced
18
Sold out
5
Shares held by filers
4,815,778

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 …606,812$10.7M0.02%+13,05913F-HRTimelineGroup
GAMCO Investors (Gabelli)group of 3 filers holding531,506$9.15M+443,800Timeline
BlackRock, Inc.in group BlackRock, Inc.512,735$8.82M<0.01%+23,59813F-HRTimelineGroup
Settian Capital LP470,515$8.1M5.4%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC398,354$6.86M<0.01%+1,08913F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC373,458$6.43M0.01%-15,20013F-HRTimeline
North Star Investment Management Corp.371,993$6.4M0.4%+4,51613F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP274,516$4.72M<0.01%+1,42813F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP185,000$3.18M0.01%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC163,166$2.81M<0.01%+89613F-HRTimelineGroup
Garner Asset Management Corp124,306$2.14M0.82%-10,90513F-HRTimeline
AEGIS FINANCIAL CORP99,926$1.72M0.41%013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC93,789$1.61M0.03%+3,36813F-HRTimeline
Peapod Lane Capital LLC88,680$1.53M1.3%+64213F-HRTimeline
STATE STREET CORPin group STATE STREET CORP86,726$1.5M<0.01%+5,44713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP65,734$1.13M<0.01%-4,94913F-HRTimelineGroup
De Lisle Partners LLP58,920$1.02M0.13%-14,00113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/54,838$944K<0.01%-3,18813F-HRTimelineGroup
LEVIN CAPITAL STRATEGIES, L.P.25,508$439K0.04%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO24,116$415K<0.01%+6,62113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp21,213$365K<0.01%-15413F-HRTimelineGroup
Arete Wealth Advisors, LLC20,220$348K0.02%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY19,609$337K<0.01%+1,95013F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co18,344$316K<0.01%013F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/16,622$287K<0.01%013F-HRTimeline
Prosperity Consulting Group, LLC15,277$263K0.01%-1,23313F-HRTimeline
Connor, Clark & Lunn Investment Managem…13,757$237K<0.01%+15913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC12,396$213K<0.01%+1,19013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,543$199K<0.01%new13F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,387$179K<0.01%-213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,032$173K<0.01%+2,86113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,602$148K<0.01%-1,58913F-HRTimelineGroup
RHUMBLINE ADVISERS5,765$99.2K<0.01%-1,61913F-HRTimeline
UBS Group AGin group UBS Group AG3,840$66.1K<0.01%-1,33013F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND3,600$62K<0.01%013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…3,492$60.1K<0.01%-3913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,935$33.3K<0.01%+9313F-HRTimelineGroup
Police & Firemen's Retirement System of…1,901$32.7K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,013$17.4K<0.01%+18413F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…761$13.1K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc675$11.6K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.671$11.6K<0.01%+113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA649$11K<0.01%+7613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…604$10.4K<0.01%-6313F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…457$7.87K<0.01%-913F-HRTimeline
Sterling Capital Management LLC429$7.38K<0.01%-8513F-HRTimeline
NewEdge Advisors, LLC309$5.31K<0.01%+9613F-HRTimeline
AMALGAMATED BANK234$4K<0.01%-2013F-HRTimeline
FMR LLCin group FMR LLC175$3.01K<0.01%-18313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC170$2.92K<0.01%+8313F-HRTimelineGroup
Keating Financial Advisory Services, In…132$2.28K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…96$1.65K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74$1.27K<0.01%new13F-HR/ATimelineGroup
Farther Finance Advisors, LLC66$1.14K<0.01%-7213F-HRTimeline
MAI Capital Management34$586<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.20$344<0.01%013F-HRTimeline
Essential Partners LLC2$34<0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$17<0.01%013F-HRTimelineGroup
FNY Investment Advisers, LLC50$00%013F-HRTimelineValue filed as zero, left out of ratios.
CWM, LLCin group CWM, LLC15$00%+213F-HRTimelineGroupValue filed as zero, left out of ratios.
Covestor Ltd8$00%new13F-HRTimelineValue filed as zero, left out of ratios.