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Dividend on the way · $0.15

WHG · NYSE · Asset Management

Westwood Holdings Group (WHG)

Dallas boutique running U.S. value equity, multi-asset, and Salient-inherited real-asset strategies plus Westwood Trust private wealth.

$19.00

Pre-market−0.06 (−0.31%)

At close$19.06(−1.04%)

Watchlist

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Breakdown13F · 13D/G · Form 4

Institutions67 holders · as of Mar 31, 2026	55.38%	5.29M shares
Insiders15 holders · as of Aug 7, 2026	21.79%	2.08M shares
Otherremainder	22.83%	2.18M shares

9.54M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

Holder	Stake	Shares	Evidence
J. Hale Hoak¹Insiderdirector	6.67%	625,000	13Dfiled May 6, 2026 ↗
Allspring Global Investments Holdings, LLCInstitution	6.42%	613,114	13Fas of Mar 31, 2026
Conestoga Capital Advisors LLCInstitution	6.04%	576,191	13D/Gfiled Jan 5, 2017 ↗
Brian O. Casey²Insiderdirector, officer: CEO	5.96%	480,214	13Gfiled Mar 16, 2026 ↗
BlackRock, Inc.Institution	5.34%	509,415	13Fas of Mar 31, 2026
Settian Capital LPInstitution	4.93%	470,515	13Fas of Mar 31, 2026
Westwood Holdings Group IncInstitution	4.66%	444,245	13Fas of Mar 31, 2026
Gamco Investors, Inc. et alInstitution	4.65%	443,800	13Fas of Mar 31, 2026
Race & Zollo, Inc.Institution	4.47%	426,105	13D/Gfiled Feb 14, 2022 ↗
North Star Investment Management Corp.Institution	3.99%	380,809	13Fas of Mar 31, 2026
The Vanguard GroupInstitution	3.73%	355,643	13D/Gfiled Feb 10, 2022 ↗
Renaissance Technologies LLCInstitution	3.68%	350,767	13Fas of Mar 31, 2026
Vanguard Capital Management LLCInstitution	3.36%	320,516	13Fas of Mar 31, 2026
Dimensional Fund Advisors LPInstitution	2.93%	279,685	13Fas of Mar 31, 2026
Susan M. ByrneInsiderother: Director Emerita	2.41%	230,444	Form 4filed Jul 7, 2026 ↗
King Luther Capital Management CorpInstitution	1.94%	185,000	13Fas of Mar 31, 2026
Adrian HelfertInsiderofficer: CIO, Multi-Asset Inv.	1.71%	162,751	Form 4filed Mar 16, 2026 ↗
Geode Capital Management, LLCInstitution	1.68%	160,296	13Fas of Mar 31, 2026
Fabian GomezInsiderofficer: President and COO	1.28%	122,573	Form 4filed Mar 16, 2026 ↗
Garner Asset Management CorpInstitution	1.16%	111,016	13Fas of Mar 31, 2026
Aegis Financial CorpInstitution	1.05%	99,926	13Fas of Mar 31, 2026
Bridgeway Capital Management, LLCInstitution	1.02%	97,350	13Fas of Mar 31, 2026
State Street CorpInstitution	0.93%	88,397	13Fas of Mar 31, 2026
Gabelli Funds LLCInstitution	0.86%	82,210	13Fas of Mar 31, 2026
Peapod Lane Capital LLCInstitution	0.83%	78,859	13Fas of Mar 31, 2026

J. Hale Hoak's own ownership statement (13D, Dec 13, 2023) plus the 11.5K net shares acquired since reports fewer shares than the transaction reports; the statement is used.
Brian O. Casey's transaction reports restate only vehicles that traded; the 2024 ownership statement (480.2K) plus the 88.6K net shares acquired since is used instead.

13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report

Institutions13F, as of Mar 31, 2026

67 holders · 5.29M shares · 11 new positions · 35 increased · 22 reduced · 5 closed

Holder	Shares	% outstanding	Chg q/q	Filed
Allspring Global Investments Holdings, LLC	613.1K	6.42%	+6.3K	May 5, 2026
BlackRock, Inc.	509.4K	5.34%	−3.3K	May 13, 2026
Settian Capital LP	470.5K	4.93%	0	May 5, 2026
Westwood Holdings Group Inc	444.2K	4.66%	+444.2Knew	May 15, 2026
Gamco Investors, Inc. et al	443.8K	4.65%	0	May 14, 2026
North Star Investment Management Corp.	380.8K	3.99%	+8.8K	Apr 23, 2026
Renaissance Technologies LLC	350.8K	3.68%	−22.7K	May 14, 2026
Vanguard Capital Management LLC	320.5K	3.36%	+320.5Knew	May 15, 2026

Ownership statements13D/G · 5% or more, as filed

Holder	% of class	Shares	Form	Filed
Brian O. Casey	5.15%	480.2K	13G	Nov 14, 2024 ↗
BlackRock, Inc.	5.10%	475.4K	13G	Oct 17, 2025 ↗
Karl Kristofer Segerbergincl. PAVP Family Office Fund, LP, Settian Capital LP	5.00%	470.5K	13D	Aug 4, 2025 ↗

Insider tradesForm 4

Latest trades

Date	Insider	Type	Shares	Avg price	Owned after
Jul 2, 2026	Susan M. Byrneother: Director Emerita	Sale	4,481	$19.88	230,444
Jul 1, 2026	Susan M. Byrneother: Director Emerita	Sale	3,584	$19.35	234,925
Apr 7, 2026	Susan M. Byrneother: Director Emerita	Sale	400	$16.13	238,509
Jun 22, 2026	Susan M. Byrneother: Director Emerita	Sale	1,000	$18.31	255,766
Jun 18, 2026	Susan M. Byrneother: Director Emerita	Sale · 2 lots	3,143	$18.35	256,766
Jun 30, 2026	Susan M. Byrneother: Director Emerita	Sale	1,091	$19.17	238,909
Jun 29, 2026	Susan M. Byrneother: Director Emerita	Sale · 2 lots	14,321	$20.03	240,000
Jun 26, 2026	Susan M. Byrneother: Director Emerita	Sale	4,274	$19.39	247,192
Jun 25, 2026	Susan M. Byrneother: Director Emerita	Sale	500	$18.21	251,511
Jun 24, 2026	Susan M. Byrneother: Director Emerita	Sale	1,300	$18.32	252,011

CongressHouse and Senate disclosures

Not reported.