Westwood Holdings Group, Inc. (WHG)
NYSE: WHG · Investment Advice · Dallas, TX · filing with the SEC since 2002
Grade4.1
◀ Past 2.8● Present 4.1▶ Future 5.4
Who owns Westwood Holdings Group, Inc.
As filed with the SECHolders of 5% or more
2
Blackrock, Inc. holds 6.1% of Common Stock, as its SCHEDULE 13G/A filed Oct 27, 2026 says.
Directors and officers
13
report now, of 27 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
SCHEDULE 13G/A · filed Oct 27, 2026 · Common Stock · 5.1% in Oct 17, 2025
Settian Capital LP
SCHEDULE 13D · filed Aug 4, 2025 · Common Stock
Gamco Investors, Inc. Et Al
SCHEDULE 13D/A · filed Aug 12, 2026 · Common stock, par value $0.01 per share · reported falling below 5%, from 4.7% in Jul 14, 2025
Renaissance Technologies LLC
SCHEDULE 13G/A · filed Nov 13, 2024 · Common stock, par value $0.01 per share · reported falling below 5%
DePrince, Race & Zollo, Inc.
SCHEDULE 13G/A · filed Jan 15, 2026 · Common Stock · reported falling below 5%, from 3.76% in Feb 18, 2025
What WHG reports owning in othersstakes of 5% or more, and other ties
Once Upon a Farm, PBC OFRM
SCHEDULE 13G/A · filed Aug 12, 2026 · Common Stock · reported falling below 5%
Its Form 13F-HR for Jun 30, 2026 lists 626 holdings. The record carries no value for them.
Insider tradesForm 4
79sales
0purchases
50sales on a scheduled plan
7people selling
$2.6Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window7 of 33 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Byrne Susan M | Co-Chief Investment Officer | 66 | $1.6M | 50 | 0 | $0 |
| Casey Brian O | CEO | 8 | $500,000 | 0 | 0 | $0 |
| Helfert Adrian | CIO, Multi-Asset Inv. | 1 | $200,000 | 0 | 0 | $0 |
| Gomez Fabian | President and COO | 1 | $100,000 | 0 | 0 | $0 |
| Lockridge Matthew | Head, U.S. Value Inv. | 1 | $100,000 | 0 | 0 | $0 |
| Forbes Murray III | Chief Financial Officer | 1 | $0 | 0 | 0 | $0 |
| Linton David O | Head of Distribution | 1 | $0 | 0 | 0 | $0 |