Companies / Westwood Holdings Group Inc

Westwood Holdings Group Inc

NYSE: WHGCIK 1165002DALLAS, TXwestwoodgroup.com ↗
Insider flow · last 90 daysNet sells $833.8K

Financials · FY2025

Revenue$97.76M
Net income$7.08M
Total debt—
Cash$22.62M
Diluted EPS$0.79
Shares outstanding9.5M

Ownership

9.5M shares outstanding · as of Oct 22, 2025
12.3%Insiders
Ownership
Insiders12.32%1,175,493
Institutions56.07%5,350,518
Public float31.62%3,017,141

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 13

View all →
Insider% of sharesShares
Casey Brian OCEOCEO · Director
5.56%530,610
Byrne Susan M—
2.50%239,017
Helfert AdrianCIO, Multi-Asset Inv.
1.71%162,751
Gomez FabianPresident
1.28%122,573
Lockridge MatthewHead, U.S. Value Inv.
0.82%77,900
Forbes Murray IIIChief Financial Officer
0.69%65,826
Hoak J. HaleDirector
0.64%60,770
Masterson Ellen HDirector
0.55%52,614
Bowman Randy ADirector
0.39%37,532
Linton David OHead of Distribution
0.31%29,415

Institutional holders 66

View all →
HolderValue% of shares
BlackRock, Inc.$11.16M6.10%
Allspring Global Investments Holdings, LLC$10.70M6.36%
Settian Capital LP$8.10M4.93%
Gamco Investors, Inc. Et Al$7.64M4.65%
Westwood Holdings Group Inc$7.32M4.66%
Vanguard Group Inc$6.86M4.17%
North Star Investment Management Corporation$6.27M3.99%
Renaissance Technologies LLC$5.78M3.68%
Dimensional Fund Advisors LP$4.72M2.88%
LKCM Private Discipline Master Fund, SPC / PDLP Lawson, LLC$3.18M1.94%

Activity

View all →
InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Feb 23, 2026Casey Brian O
CEO
Sellcommon stock$307.3K-19K
-3.45%
530,610
5.56% of shares
medium
Feb 23, 2026Casey Brian O
CEO
Othercommon stock$307.3K-19K
-3.45%
530,610
5.56% of shares
low
Feb 23, 2026Helfert Adrian
Executive
Sellcommon stock$174.7K-11K
-6.21%
162,751
1.71% of shares
medium
Feb 23, 2026Helfert Adrian
Executive
Othercommon stock$174.7K-11K
-6.21%
162,751
1.71% of shares
low
Jun 29, 2026Byrne Susan MSellcommon stock$142.8K-7K
-2.88%
240,108
2.52% of shares
medium
Feb 23, 2026Gomez Fabian
Executive
Sellcommon stock$100.9K-6K
-4.83%
122,573
1.28% of shares
medium
Feb 23, 2026Gomez Fabian
Executive
Othercommon stock$100.9K-6K
-4.83%
122,573
1.28% of shares
low
Feb 23, 2026Lockridge Matthew
Executive
Sellcommon stock$87.2K-5K
-6.46%
77,900
0.82% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
DePrince, Race & Zollo, Inc.Passive13G/A—0—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
WHGCommon StockEquity961765104BBG000F4W650