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Disclosery

WHG WESTWOOD HLDGS GROUP INC

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COMMON STOCK (common), issuer CIK 1165002

64 managers (69 13F filers) reported a position in WHG shares at 2026-03-31, 5,285,134 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
64
13F filers
69
New
7
Added
25
Reduced
22
Sold out
4
Shares held by filers
5,285,134

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 …613,114$9.75M0.02%+6,30213F-HRTimelineGroup
GAMCO Investors (Gabelli)group of 3 filers holding537,202$8.85M+5,696Timeline
BlackRock, Inc.in group BlackRock, Inc.509,415$8.39M<0.01%-3,32013F-HRTimelineGroup
Settian Capital LP470,515$7.75M5.43%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC444,245$7.32M0.05%new13F-HRTimelineGroup
VANGUARD GROUP INCgroup of 4 filers holding412,452$6.79MnewTimeline
North Star Investment Management Corp.380,809$6.27M0.38%+8,81613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC350,767$5.78M0.01%-22,69113F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP279,685$4.61M<0.01%+5,16913F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP185,000$3.05M0.01%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC160,296$2.64M<0.01%-2,87013F-HRTimelineGroup
Garner Asset Management Corp111,016$1.83M0.72%-13,29013F-HRTimeline
AEGIS FINANCIAL CORP99,926$1.65M0.28%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BRIDGEWAY CAPITAL MANAGEMENT, LLC97,350$1.6M0.03%+3,56113F-HRTimeline
STATE STREET CORPin group STATE STREET CORP88,397$1.47M<0.01%+1,67113F-HRTimelineGroup
Peapod Lane Capital LLC78,859$1.3M1.06%-9,82113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP69,256$1.14M<0.01%+3,52213F-HRTimelineGroup
De Lisle Partners LLP58,199$956K0.11%-72113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/55,856$920K<0.01%+1,01813F-HRTimelineGroup
Empowered Funds, LLC41,898$690K<0.01%new13F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO31,659$521K<0.01%+7,54313F-HRTimelineGroup
LEVIN CAPITAL STRATEGIES, L.P.25,508$420K0.03%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp21,436$353K<0.01%+22313F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC20,035$330K0.02%new13F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/18,102$299K<0.01%+1,48013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY15,822$261K<0.01%-3,78713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co15,345$253K<0.01%-2,99913F-HRTimelineGroup
Prosperity Consulting Group, LLC14,039$231K0.01%-1,23813F-HRTimeline
Connor, Clark & Lunn Investment Managem…13,786$227K<0.01%+2913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,270$202K<0.01%+72713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,407$171K<0.01%+2013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,685$110K<0.01%new13F-HRTimelineGroup
RHUMBLINE ADVISERS5,668$93.3K<0.01%-9713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,256$86.6K<0.01%-4,77613F-HR/ATimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND3,600$59.3K<0.01%013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…3,582$59K<0.01%+9013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,034$50.1K<0.01%-5,56813F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC2,758$45.4K<0.01%-9,63813F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,518$41.5K<0.01%-1,32213F-HRTimelineGroup
Police & Firemen's Retirement System of…1,901$31.3K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,618$26.6K<0.01%-31713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,085$17.9K<0.01%+48113F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…761$12.5K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc675$11.1K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA637$11K<0.01%-1213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…617$10.2K<0.01%-39613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.518$8.53K<0.01%-15313F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…403$6.64K<0.01%-5413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC346$5.7K<0.01%+17613F-HRTimelineGroup
Sterling Capital Management LLC247$4.07K<0.01%-18213F-HRTimeline
Keating Financial Advisory Services, In…134$2.2K<0.01%+213F-HRTimeline
FMR LLCin group FMR LLC113$1.86K<0.01%-6213F-HRTimelineGroup
MAI Capital Management87$1.43K<0.01%+5313F-HRTimeline
Farther Finance Advisors, LLC66$1.05K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC51$840<0.01%+3613F-HRTimelineGroup
SBI Securities Co., Ltd.22$362<0.01%+213F-HRTimeline
Essential Partners LLC7$115<0.01%+513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6$99<0.01%-9013F-HRTimelineGroup
Allworth Financial LP3$50<0.01%new13F-HRTimeline
Root Financial Partners, LLC3$49<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3$48<0.01%+213F-HR/ATimelineGroup
True Wealth Design, LLC1$17<0.01%new13F-HRTimeline
FNY Investment Advisers, LLC50$00%013F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd13$00%+513F-HRTimelineValue filed as zero, left out of ratios.