NYSE - Delayed Quote • USD
Westwood Holdings Group, Inc. (WHG)
At close: April 26 at 4:00 PM EDT
Major Holders
| Breakdown | |
|---|---|
| 16.14% | % of Shares Held by All Insider |
| 56.80% | % of Shares Held by Institutions |
| 67.73% | % of Float Held by Institutions |
| 61 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 572.57k | Mar 31, 2024 | 6.14% | 7,334,557 |
| Renaissance Technologies, LLC | 470.65k | Dec 31, 2023 | 5.04% | 6,029,039 |
| Deprince, Race & Zollo, Inc. | 464.92k | Dec 31, 2023 | 4.98% | 5,955,612 |
| Gamco Investors Inc | 448.5k | Dec 31, 2023 | 4.81% | 5,745,285 |
| Vanguard Group Inc | 404.39k | Dec 31, 2023 | 4.33% | 5,180,197 |
| North Star Investment Management Corp | 350.32k | Dec 31, 2023 | 3.75% | 4,487,560 |
| King Luther Capital Management | 243.74k | Dec 31, 2023 | 2.61% | 3,122,309 |
| Dimensional Fund Advisors LP | 234.29k | Dec 31, 2023 | 2.51% | 3,001,293 |
| Blackrock Inc. | 220.42k | Dec 31, 2023 | 2.36% | 2,823,631 |
| Russell Investments Group, Ltd. | 207.63k | Dec 31, 2023 | 2.23% | 2,659,701 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Allspring Special Small Cap Value Fund | 469.38k | Feb 29, 2024 | 5.03% | 6,012,796 |
| Vanguard Total Stock Market Index Fund | 277.67k | Dec 31, 2023 | 2.98% | 3,557,004 |
| Northern Lights Fd Tr II-North Star Dividend Fd | 153.7k | Feb 29, 2024 | 1.65% | 1,968,897 |
| Russell Inv Co-U.S. Small Cap Equity Fund | 117.03k | Jan 31, 2024 | 1.25% | 1,499,154 |
| Vanguard Extended Market Index Fund | 113.26k | Dec 31, 2023 | 1.21% | 1,450,847 |
| Aegis Value, Inc. | 97.61k | Dec 31, 2023 | 1.05% | 1,250,332 |
| Northern Lights Fd Tr II-North Star Micro Cap Fd | 88.9k | Feb 29, 2024 | 0.95% | 1,138,809 |
| Gabelli Global Financial Services Fund | 74.27k | Dec 31, 2023 | 0.80% | 951,334 |
| Fidelity Extended Market Index Fund | 43.27k | Jan 31, 2024 | 0.46% | 554,250 |
| Brighthouse Fds Tr I-Brighthouse Small Cap Value Port | 42.2k | Dec 31, 2023 | 0.45% | 540,646 |
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