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    Westwood Holdings Group Inc. (WHG)

    -NYSE
    59.72 Down 0.08(0.13%) Mar 27, 4:05PM EDT
    |After Hours : 59.72 0.00 (0.00%) Mar 27, 4:26PM EDT
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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 O229,008Feb 23, 2015
    FREEMAN MARK101,460Feb 23, 2015
    WOOLDRIDGE RAYMOND E53,415Apr 17, 2014
    HARDCASTLE WILLIAM R JR46,880Apr 30, 2014


    Top Institutional Holders
    HolderShares% OutValue*Reported
    Royce & Associates, LLC766,5629.0947,388,862Dec 31, 2014
    Gamco Investors Inc632,4187.5039,096,080Dec 31, 2014
    Conestoga Capital Advisors, LLC530,1776.2932,775,542Dec 31, 2014
    Wellington Management Company, LLP414,8984.9225,648,994Dec 31, 2014
    BlackRock Institutional Trust Company, N.A.273,2973.2416,895,220Dec 31, 2014
    Vanguard Group, Inc. (The)268,6783.1916,609,673Dec 31, 2014
    Wells Fargo & Company242,3992.8714,985,106Dec 31, 2014
    BlackRock Fund Advisors204,5152.4312,643,117Dec 31, 2014
    Dimensional Fund Advisors LP186,7612.2111,545,565Dec 31, 2014
    Zuckerman Investment Group179,4962.1311,096,442Dec 31, 2014

    Top Mutual Fund Holders
    HolderShares% OutValue*Reported
    Pennsylvania Mutual Fund Inc405,0354.8025,039,263Dec 31, 2014
    MET Investors Ser Tr-Third Avenue Small Cap Value315,6243.7417,892,724Sep 30, 2014
    Conestoga Small Cap Fund247,6002.9415,306,632Dec 31, 2014
    Wells Fargo Advantage Special Small Cap Value Fd151,6121.808,943,591Jan 31, 2015
    Vanguard Total Stock Market Index Fund124,3921.487,689,913Dec 31, 2014
    iShares Russell 2000 ETF119,2051.417,031,902Jan 31, 2015
    Royce Dividend Value Fund78,4730.934,851,200Dec 31, 2014
    DFA U.S. Micro Cap Series66,8040.794,509,270Oct 31, 2014
    Royce Micro-Cap Fund66,2720.794,096,935Dec 31, 2014
    Royce Capital Fund-Micro-Cap Portfolio62,6270.743,871,601Dec 31, 2014

    View Transactions for Insiders & Institutional Holders

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

    Currency in USD.