WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG)

Historical Holders from Q1 2014 to Q1 2025

Symbol
WHG on NYSE
CUSIP
961765104
Type / Class
Equity / Common Stock
Shares outstanding
9.28M
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
4.69M
Holdings value
$68.3M
% of all portfolios
0%
Grand Portfolio weight change
0%
Number of holders
51
Number of buys
28
Number of sells
-9
Average Value change %
0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
RENAISSANCE TECHNOLOGIES LLC 4.66% $7M 432K Renaissance Technologies LLC Sep 30, 2024
DEPRINCE RACE & ZOLLO INC 3.76% $5.65M 349K DePrince, Race & Zollo, Inc. Jan 21, 2025

Institutional Holders of WESTWOOD HOLDINGS GROUP INC - Common Stock (WHG)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 362K $5.86M -$577K $16.20 1
2024 Q4 4.69M $68.3M -$3.67M $14.51 51
2024 Q3 4.77M $67.8M +$1.11M $14.20 43
2024 Q2 4.7M $57.2M +$118K $12.18 43
2024 Q1 4.69M $57.8M +$487K $12.32 45
2023 Q4 4.61M $58M -$4.21M $12.57 45
2023 Q3 5.11M $51.9M +$263K $10.15 41
2023 Q2 5.1M $63.3M +$695K $12.40 42
2023 Q1 5.03M $56.4M +$430K $11.21 37
2022 Q4 4.99M $55.6M -$564K $11.13 33
2022 Q3 4.95M $47.7M -$4.48M $9.63 35
2022 Q2 5.28M $72.8M +$34.5K $13.80 38
2022 Q1 5.29M $81.1M +$24.8K $15.32 42
2021 Q4 5.29M $89.6M -$8.29M $16.94 46
2021 Q3 4.32M $82.2M -$560K $19.00 44
2021 Q2 4.4M $95.8M -$11.8M $21.76 51
2021 Q1 5.06M $73.2M -$5.98M $14.46 53
2020 Q4 4.9M $71M +$1.36M $14.50 60
2020 Q3 3.57M $39.8M -$3.76M $11.14 57
2020 Q2 4.97M $78.2M -$8.93M $15.75 62
2020 Q1 5.57M $102M -$8.58M $18.31 70
2019 Q4 5.58M $165M +$410K $29.62 71
2019 Q3 5.56M $154M +$7.1M $27.67 76
2019 Q2 5.96M $210M +$714K $35.20 87
2019 Q1 6.01M $212M +$2.52M $35.27 91
2018 Q4 5.96M $203M -$10.4M $34.00 83
2018 Q3 5.31M $275M -$5.06M $51.74 83
2018 Q2 6.1M $363M +$6.23M $59.54 90
2018 Q1 6.01M $340M -$347K $56.49 90
2017 Q4 5.99M $396M +$2.72M $66.21 94
2017 Q3 5.94M $400M +$10.6M $67.27 87
2017 Q2 5.78M $328M +$13M $56.69 82
2017 Q1 5.56M $297M +$32.5M $53.41 74
2016 Q4 5.49M $329M +$10.7M $59.99 82
2016 Q3 5.27M $280M +$1.19M $53.11 78
2016 Q2 5.25M $272M -$8.52M $51.80 81
2016 Q1 5.42M $318M +$6.93M $58.65 81
2015 Q4 5.34M $278M -$3.39M $52.09 85
2015 Q3 5.4M $293M -$123K $54.35 82
2015 Q2 5.31M $316M +$3.46M $59.57 81
2015 Q1 5.33M $322M +$9.26M $60.30 82
2014 Q4 5.18M $320M -$9.21M $61.82 82
2014 Q3 5.35M $304M +$3.56M $56.69 78
2014 Q2 5.29M $318M +$1.86M $60.04 78
2014 Q1 5.26M $330M +$7.92M $62.69 80