WHG
Westwood Holdings Group, Inc.
NYSE · USFinancial ServicesFinancial - Capital Markets
$19.39-2.07%
Price as of Jul 20, 2026
WHG ownership
Westwood Holdings Group, Inc. ownership & insider activity
Latest available institutional positioning and SEC Form 4 insider transactions, coalesced at the company entity level when listings share coverage.
Insider Activity
Sentiment
0/100
Buys (3m)
0
Sells (3m)
61
Net (3m)
-$1.6M
Insider trades by month Buys Sells
Dec
Mar
Apr
May
Jun
Jul
Context3-month price +21%Institutions accumulating (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 7, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 400 | $16.13 |
| Jul 7, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 4,481 | $19.88 |
| Jul 7, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 3,584 | $19.35 |
| Jul 1, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 1,000 | $18.31 |
| Jul 1, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 7,192 | $20.03 |
| Jul 1, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 1,594 | $18.35 |
| Jul 1, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 4,274 | $19.39 |
| Jul 1, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 1,091 | $19.17 |
| Jun 30, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 7,129 | $20.03 |
| Jun 30, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 4,274 | $19.39 |
| Jun 30, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 1,091 | $19.17 |
| Jun 25, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 1,300 | $18.32 |
| Jun 25, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 500 | $18.21 |
| Jun 25, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 2,500 | $18.45 |
| Jun 22, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 1,549 | $18.35 |
| Jun 22, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 350 | $18.10 |
| Jun 22, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 1,000 | $18.31 |
| Jun 16, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 1,634 | $18.29 |
| Jun 16, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 4,367 | $17.86 |
| Jun 16, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 2,910 | $17.96 |
| Jun 12, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 3,300 | $17.43 |
| Jun 12, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 1,800 | $17.55 |
| Jun 9, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 616 | $17.34 |
| Jun 9, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 1,900 | $17.46 |
| Jun 9, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 607 | $17.11 |
| Jun 2, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 1,124 | $16.40 |
| Jun 2, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 406 | $16.33 |
| Jun 2, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 1,300 | $16.02 |
| May 28, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 1,666 | $16.21 |
| May 28, 2026 | BYRNE SUSAN Mother: Director Emerita | Sell | 1,062 | $16.20 |
Source: WHG SEC Form 4 filings, latest Jul 7, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their WHG positions over the last 6 months (SEC Form 13F).
Increased
46
New positions
15
Reduced
42
Sold out
10
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | Increased | 613K | May 5, 2026 |
| BLACKROCK, INC. | Increased | 513K | Feb 12, 2026 |
| BLACKROCK, INC. | Reduced | 509K | May 13, 2026 |
| SETTIAN CAPITAL LP | Unchanged | 471K | May 5, 2026 |
| SETTIAN CAPITAL LP | Unchanged | 471K | Feb 4, 2026 |
| WESTWOOD HOLDINGS GROUP INC | New Position | 444K | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | Increased | 444K | Feb 5, 2026 |
| GAMCO INVESTORS, INC. ET AL | Unchanged | 444K | May 14, 2026 |
| VANGUARD GROUP INC | Increased | 398K | Jan 29, 2026 |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | Increased | 381K | Apr 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 373K | Feb 12, 2026 |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | Increased | 372K | Jan 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 351K | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 321K | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Increased | 280K | May 7, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.