WESTWOOD HLDGS GROUP INC (WHG): Institutional Ownership
Hedge funds and institutional managers reporting a position in WHG · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
4
13F filers
Aggregate Value
$13.3M
Across holders
Last Price
$19.92
2026-06-26
Sector
Financials
GICS
Holder activity2 new0 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL CIK 0000807249 | Institutional Manager | 444K | $7.3M | 55.1% | 0.1% | Unchanged | +$0 | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 351K | $5.8M | 43.5% | 0.0% | Reduced | $-374K | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 10K | $156K | 1.2% | 0.0% | New | — | Q2 2025 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 2K | $23K | 0.2% | 0.0% | New | — | Q4 2024 |
Unchanged
Institutional Manager
$7.3M· 55.1% of total· 0.1% port· 444K sh· +$0 QoQ· Q1 2026
Reduced
Hedge Fund
$5.8M· 43.5% of total· 0.0% port· 351K sh· $-374K QoQ· Q1 2026
New
Hedge Fund
$156K· 1.2% of total· 0.0% port· 10K sh· — QoQ· Q2 2025
New
Hedge Fund
$23K· 0.2% of total· 0.0% port· 2K sh· — QoQ· Q4 2024