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    Westwood Holdings Group Inc. (WHG)

    -NYSE
    57.01 Down 0.27(0.47%) 12:23PM EDT - NYSE Real Time Price
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    Major HoldersGet Major Holders for:
    Breakdown
    % of Shares Held by All Insider and 5% Owners:11%
    % of Shares Held by Institutional & Mutual Fund Owners:62%
    % of Float Held by Institutional & Mutual Fund Owners:69%
    Number of Institutions Holding Shares:86

    Major Direct Holders (Forms 3 & 4)
    HolderSharesReported
    BYRNE SUSAN M330,530Feb 20, 2015
    CASEY BRIAN O264,008Apr 2, 2015
    FREEMAN MARK101,460Feb 23, 2015
    WOOLDRIDGE RAYMOND E54,930Apr 29, 2015
    HARDCASTLE WILLIAM R JR46,880Apr 30, 2014


    Top Institutional Holders
    HolderShares% OutValue*Reported
    Royce & Associates, LLC771,1758.9446,501,852Mar 31, 2015
    Gamco Investors Inc632,4687.3438,137,820Mar 31, 2015
    Conestoga Capital Advisors, LLC513,6975.9630,975,929Mar 31, 2015
    Wellington Management Company, LLP442,2985.1326,670,569Mar 31, 2015
    Wells Fargo & Company380,3384.4122,934,381Mar 31, 2015
    BlackRock Institutional Trust Company, N.A.280,3553.2516,905,406Mar 31, 2015
    Vanguard Group, Inc. (The)218,9092.5413,200,212Mar 31, 2015
    BlackRock Fund Advisors205,7022.3912,403,830Mar 31, 2015
    Dimensional Fund Advisors LP191,2292.2211,531,108Mar 31, 2015
    Renaissance Technologies, LLC160,9011.879,702,330Mar 31, 2015

    Top Mutual Fund Holders
    HolderShares% OutValue*Reported
    Pennsylvania Mutual Fund Inc387,9354.5023,392,480Mar 31, 2015
    Conestoga Small Cap Fund247,6002.8715,306,632Dec 31, 2014
    Wells Fargo Advantage Special Small Cap Value Fd151,6121.769,472,717Feb 28, 2015
    iShares Russell 2000 ETF125,6641.467,577,539Mar 31, 2015
    Vanguard Total Stock Market Index Fund124,3921.447,689,913Dec 31, 2014
    MET Investors Ser Tr-MetLife Small Cap Value Port118,2001.377,307,124Dec 31, 2014
    DFA U.S. Micro Cap Series65,9820.773,892,278Jan 31, 2015
    Royce Dividend Value Fund62,4730.723,767,121Mar 31, 2015
    Vanguard Specialized-Dividend Appreciation Index Fund59,2800.693,496,927Jan 31, 2015
    Columbia Fds Ser Tr I- Active Port Multi Mgr Small Cap Equit58,3000.683,474,097Nov 30, 2014

    View Transactions for Insiders & Institutional Holders

    Value shown is computed using the security's price on the report date given.

    Currency in USD.