Who Owns WHG?
Westwood Holdings Group, Inc. — Institutional Ownership & 13F Holdings
$16.22
-0.19 (-1.16%)
Market Cap
$147.6M
Shares Outstanding
9,484,470
Institutional Holders
50
Total Inst. Value
$74.4M
% of Float Held
—
QoQ Holder Change
+11
Institutional data as of Q1 2025
New Positions
6
Closed Positions
7
Increased
16
Decreased
16
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | $9.4M | 587,255 |
| 2 | GAMCO INVESTORS, INC. ET AL | $7.3M | 453,180 |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $6.6M | 406,658 |
| 4 | VANGUARD GROUP INC | $6.0M | 368,116 |
| 5 | North Star Investment Management Corp. | $5.9M | 362,014 |
| 6 | DEPRINCE RACE & ZOLLO INC | $4.5M | 277,419 |
| 7 | DIMENSIONAL FUND ADVISORS LP | $4.2M | 261,592 |
| 8 | BlackRock, Inc. | $3.6M | 221,616 |
| 9 | Russell Investments Group, Ltd. | $3.1M | 189,516 |
| 10 | KING LUTHER CAPITAL MANAGEMENT CORP | $3.0M | 185,000 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Allspring Global Investments Holdings, LLC | +1K | $9.4M |
| GAMCO INVESTORS, INC. ET AL | +6K | $7.3M |
| North Star Investment Management Corp. | +18 | $5.9M |
| DIMENSIONAL FUND ADVISORS LP | +3K | $4.2M |
| KING LUTHER CAPITAL MANAGEMENT CORP | +10 | $3.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| DEPRINCE RACE & ZOLLO INC | -51K | $4.5M |
| RENAISSANCE TECHNOLOGIES LLC | -13K | $6.6M |
| Ancora Advisors LLC | -11K | $208K |
| VANGUARD GROUP INC | -7K | $6.0M |
| BARCLAYS PLC | -2K | $18K |
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Frequently Asked Questions
How many institutional investors hold WHG?
As of Q1 2025, 50 institutional investors report holding WHG (Westwood Holdings Group, Inc.) in their 13F filings.
Which hedge fund owns the most WHG?
The largest institutional holder of WHG is Allspring Global Investments Holdings, LLC with $9.4M in shares.
Are institutions buying or selling WHG?
This quarter, 6 institutions opened new positions in WHG and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.