Westwood Holdings Group, Inc. (WHG) Ownership
WHG ownership summary
as of October 18, 2026- Institutions
- 66.4% of shares outstanding
- Insiders
- 9.80% of shares outstanding
- Shares outstanding
- 9.5M
- Float
- 5.9M shares available to trade
- Short interest
- 1.30% 102K shares short
- Days to cover
- 5.33 short interest down 10.2% vs prior month
- Institutions 66.44%
- Insiders 9.80%
- Other investors 23.75%
WHG top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | 6.21% | 593K | $11.0M | −20,547 (−3.4%) | June 30, 2026 |
| 2 | BlackRock Inc | 6.10% | 582K | $10.8M | +72,809 (+14.3%) | June 30, 2026 |
| 3 | Westwood Holdings Group Inc | 5.44% | 519K | $9.7M | +74,721 (+16.8%) | June 30, 2026 |
| 4 | Settian Capital. LP | 4.93% | 471K | $8.8M | — | June 30, 2026 |
| 5 | Gamco Investors, Inc. Et Al | 4.65% | 444K | $8.3M | — | June 30, 2026 |
| 6 | North Star Investment Management Corp | 4.06% | 388K | $7.2M | +6,991 (+1.8%) | June 30, 2026 |
| 7 | Renaissance Technologies Corp | 3.44% | 329K | $6.1M | −22,209 (−6.3%) | June 30, 2026 |
| 8 | Vanguard Capital Management, LLC | 3.43% | 327K | $6.1M | +6,516 (+2.0%) | June 30, 2026 |
| 9 | Dimensional Fund Advisors, Inc. | 2.98% | 284K | $5.3M | +4,761 (+1.7%) | June 30, 2026 |
| 10 | King Luther Capital Management Corp | 1.94% | 185K | $3.4M | — | June 30, 2026 |
| 11 | Geode Capital Management, LLC | 1.81% | 172K | $3.2M | +12,185 (+7.6%) | June 30, 2026 |
| 12 | Aegis Financial Corporation | 1.05% | 100K | $1.9M | — | June 30, 2026 |
| 13 | Bridgeway Capital Management, LLC | 1.04% | 99K | $1.9M | +2,110 (+2.2%) | June 30, 2026 |
| 14 | Garner Asset Management Corporation | 0.99% | 94K | $1.8M | −16,598 (−15.0%) | June 30, 2026 |
| 15 | State Street Corp | 0.91% | 87K | $1.6M | −1,400 (−1.6%) | June 30, 2026 |
| 16 | Gabelli Funds LLC | 0.86% | 82K | $1.5M | — | June 30, 2026 |
| 17 | Peapod Lane Capital LLC | 0.84% | 80K | $1.5M | +1,261 (+1.6%) | June 30, 2026 |
| 18 | Northern Trust Corp | 0.58% | 56K | $1.0M | −13,725 (−19.8%) | June 30, 2026 |
| 19 | Vanguard Portfolio Management, LLC | 0.52% | 50K | $931,742 | +7,147 (+16.7%) | June 30, 2026 |
| 20 | Vanguard Fiduciary Trust Co | 0.49% | 47K | $874,641 | +500 (+1.1%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 10 holders added 189K shares and 5 cut 74K.
WHG top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Allspring Special Small Cap Value A | 4.41% | 421K | $7.8M | — | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 2.54% | 242K | $4.5M | — | August 31, 2026 |
| 3 | iShares Russell 2000 ETF | 1.92% | 183K | $3.4M | −2,112 (−1.1%) | September 30, 2026 |
| 4 | North Star Dividend I | 1.58% | 151K | $2.8M | — | September 30, 2026 |
| 5 | Brighthouse Small Cap Value A | 1.08% | 104K | $1.9M | +8,696 (+9.2%) | June 30, 2026 |
| 6 | North Star Micro Cap I | 1.07% | 102K | $1.9M | — | September 30, 2026 |
| 7 | Aegis Value I | 1.02% | 98K | $1.8M | — | June 30, 2026 |
| 8 | Fidelity Small Cap Index | 0.86% | 82K | $1.5M | −101 (−0.1%) | July 31, 2026 |
| 9 | iShares Russell 2000 Value ETF | 0.75% | 71K | $1.3M | +108 (+0.2%) | September 30, 2026 |
| 10 | Gabelli Global Financial Services I | 0.57% | 54K | $1.0M | — | June 30, 2026 |
| 11 | EA Bridgeway Omni Small-Cap Value ETF | 0.51% | 49K | $907,728 | — | September 30, 2026 |
| 12 | Vanguard Russell 2000 ETF | 0.45% | 43K | $802,152 | +175 (+0.4%) | September 30, 2026 |
| 13 | DFA US Targeted Value I | 0.40% | 38K | $712,858 | — | August 31, 2026 |
| 14 | Fidelity Extended Market Index | 0.37% | 35K | $657,732 | −190 (−0.5%) | August 31, 2026 |
| 15 | Dimensional US Small Cap ETF | 0.33% | 31K | $582,765 | — | September 30, 2026 |
| 16 | Dimensional US Targeted Value ETF | 0.32% | 31K | $569,333 | — | September 30, 2026 |
| 17 | DFA US Micro Cap I | 0.31% | 29K | $544,797 | +622 (+2.2%) | August 31, 2026 |
| 18 | DFA US Small Cap I | 0.30% | 29K | $542,021 | — | August 31, 2026 |
| 19 | VT De Lisle America B USD | 0.29% | 27K | $511,449 | — | September 30, 2026 |
| 20 | EA Bridgeway Ultra-Small Company Mkt ETF | 0.28% | 27K | $505,469 | — | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
WHG insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-24 | Susan M Byrne | Sell | $16.14 | 700 | $11,298 |
| 2026-04-23 | Susan M Byrne | Sell | $17.27 | 9 | $155 |
| 2026-04-22 | Susan M Byrne | Sell | $15.85 | 294 | $4,660 |
| 2026-04-21 | Susan M Byrne | Sell | $16.17 | 532 | $8,602 |
| 2026-04-20 | Susan M Byrne | Sell | $16.64 | 500 | $8,320 |
| 2026-04-17 | Susan M Byrne | Sell | $16.36 | 700 | $11,452 |
| 2026-04-16 | Susan M Byrne | Sell | $16.14 | 500 | $8,070 |
| 2026-04-15 | Susan M Byrne | Sell | $16.45 | 1,500 | $24,675 |
| 2026-04-14 | Susan M Byrne | Sell | $16.48 | 301 | $4,960 |
| 2026-04-13 | Susan M Byrne | Sell | $16.32 | 1,600 | $26,112 |
| 2026-04-10 | Susan M Byrne | Sell | $16.11 | 900 | $14,499 |
| 2026-04-09 | Susan M Byrne | Sell | $16.31 | 401 | $6,540 |
| 2026-04-08 | Susan M Byrne | Sell | $16.45 | 704 | $11,581 |
| 2026-04-06 | Susan M Byrne | Sell | $16.31 | 700 | $11,417 |
| 2026-04-02 | Susan M Byrne | Sell | $16.21 | 600 | $9,726 |
| 2026-04-01 | Susan M Byrne | Sell | $16.83 | 1,494 | $25,144 |
| 2026-02-23 | Adrian Helfert | Sell | $16.22 | 10,772 | $174,722 |
| 2026-02-23 | Brian O Casey | Sell | $16.22 | 18,943 | $307,255 |
| 2026-02-23 | Fabian Gomez | Sell | $16.22 | 6,223 | $100,937 |
| 2026-02-23 | Matthew Lockridge | Sell | $16.22 | 5,379 | $87,247 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
WHG shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns WHG
Institutional investors own 66.4% of Westwood's shares and insiders 9.80%. The largest holder is Allspring Global Investments Holdings, LLC with 6.21% of the shares (593K), as of June 30, 2026. Among the top 20 institutions, 10 added shares and 5 reduced their stake in the latest filings. Short interest is 1.30% of the float, or 5.33 days of average trading volume. The share count rose 14.5% since 2014.
Related: WHG key metrics, WHG dividend history. See the WHG stock overview for the latest quote and news.
WHG ownership FAQ
Who owns the most Westwood stock?
The largest shareholders of Westwood are Allspring Global Investments Holdings, LLC (6.21%), BlackRock Inc (6.10%), Westwood Holdings Group Inc (5.44%), Settian Capital. LP (4.93%), Gamco Investors, Inc. Et Al (4.65%).
What percentage of Westwood is owned by institutions?
Institutions hold 66.4% of Westwood's shares outstanding; insiders hold 9.80%.
Which funds own Westwood?
The largest fund holders of Westwood are Allspring Special Small Cap Value A (4.41%), Vanguard MStar Total Stk Mkt Idx Invest (2.54%), iShares Russell 2000 ETF (1.92%), North Star Dividend I (1.58%), Brighthouse Small Cap Value A (1.08%).
What is Westwood's short interest?
102K shares of Westwood were sold short, 1.30% of the float; at the average daily volume it would take 5.33 days to cover.
Are insiders buying or selling Westwood?
Of the latest 20 reported insider transactions in Westwood (since February 23, 2026), 0 were purchases and 20 were sales.
How many shares of Westwood are outstanding?
Westwood has 9.5M shares outstanding, of which 5.9M are in the public float.