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

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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

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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

Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).
DateActorActionSecurityValueShares ΔPosition afterImpact
Q1 2026
as of
Westwood Holdings Group Inc
13F manager
NewCommon Stock$7.32M+444K
444,245
4.66% of shares
medium
Q2 2026
as of
BlackRock, Inc.
13F manager
AddCommon Stock$1.33M+69K
+13.55%
582,224
6.10% of shares
low
Q2 2026
as of
Garner Asset Management Corp
13F manager
TrimCommon Stock$-572.7K-30K
-24.04%
94,418
0.99% of shares
low
Q1 2026
as of
Renaissance Technologies LLC
13F manager
TrimCommon Stock$-373.7K-23K
-6.08%
350,767
3.68% of shares
low
Q2 2025
as of
Barclays PLC
13F manager
AddCommon Stock$214.2K+14K
+1290.41%
14,794
0.16% of shares
low
Q2 2026
as of
Deutsche Bank AG
13F manager
NewCommon Stock$148.0K+8K
7,726
0.08% of shares
low
Q1 2026
as of
North Star Investment Management Corporation
13F manager
AddCommon Stock$145.2K+9K
+2.37%
380,809
3.99% of shares
low
Q4 2023
as of
Pension & Wealth Management Advisors, Inc.
13F manager
ExitCommon Stock$-132.0K-13K
-100.00%
0
low

5%+ ownership events

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

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
WHGCommon StockEquity961765104BBG000F4W650