Westwood Holdings Group, Inc. WHG

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18.82 USD +0.11 (+0.59%)

At closeNov 3, 2026, 4:00 PM EST

18.82 0.00 0.00%

After hours · Nov 3, 4:00 PM ET

18.82 Day range 19.14
14.70 52-week range 20.97
YTD
+9.36%
1 year
+12.43%

Held by funds

56 US ETFs and mutual funds hold WHG · largest positions

Funds holding WHG, by value held
FundValue heldWeight in fund
VTI $4.52M0.00%
IWM $3.36M0.00%
NJM $2.06M0.00%
FSSNX $1.59M0.01%
VXF $1.42M0.00%
IWN $1.34M0.01%
DFAT $1.26M0.00%
DFAS $1.17M0.00%
NAJ $1.03M0.01%
YLCO $991.32K0.79%
BSVO $940.00K0.04%
VTWO $802.15K0.00%
DFAC $788.78K0.00%
FSMAX $558.17K0.00%
DFMC $547.14K0.01%
BUSM $500.00K0.45%
IWC $423.64K0.03%
GABF $378.58K0.78%
DCOR $324.00K0.00%
IJE $318.39K0.02%

Ownership

Held by insiders 16.94%
Held by institutions 60.37%
Float held by institutions 72.68%
Institutions 61

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Allspring Global Investments Holdings, LLC6.30%584,1188.81MSep 29, 2024
Deprince, Race & Zollo, Inc.4.93%457,2636.90MSep 29, 2024
Gamco Investors Inc4.82%446,7006.74MSep 29, 2024
Renaissance Technologies, LLC4.66%432,3326.52MSep 29, 2024
Vanguard Group Inc4.36%404,3876.10MSep 29, 2024
North Star Investment Management Corp3.87%358,9785.42MSep 29, 2024

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
Allspring Special Small Cap Value Fund5.15%477,1837.20MOct 30, 2024
Vanguard Total Stock Market Index Fund2.99%277,6744.19MSep 29, 2024
Northern Lights Fd Tr II-North Star Dividend Fd1.66%153,7002.32MAug 30, 2024
Russell Inv Co-U.S. Small Cap Equity Fund1.40%129,4471.95MJul 30, 2024
Vanguard Extended Market Index Fund1.22%113,2591.71MSep 29, 2024
Aegis Value, Inc.1.05%97,6061.47MSep 29, 2024
WHG insiders
InsiderRelationLatest transactionDateShares held
BENNETT LEAH ROfficerStock Award(Grant)Feb 22, 202456,021
BOWMAN RANDY ADirectorStock Award(Grant)May 29, 202426,062
CASEY BRIAN OChief Executive OfficerStock Award(Grant)Feb 22, 2024480,214
FORBES MURRAY IIIChief Financial OfficerStock Award(Grant)Feb 22, 202449,757
FRANK RICHARD MChairman of the BoardStock Award(Grant)May 19, 202482,228
GOMEZ FABIANPresidentStock Award(Grant)Feb 22, 202484,138