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Westwood Holdings Group, Inc. (WHG)

NYSE - Nasdaq Real Time Price. Currency in USD
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58.92+0.33 (+0.56%)
As of 11:56AM EDT. Market open.
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Major Holders

Currency in USD
Breakdown
17.72%Shares Held by All Insider and 5% Owners
56.40%% of Shares Held by Institutional & Mutual Fund Owners
68.55%% of Float Held by Institutional & Mutual Fund Owners
91Number of Institutions Holding Shares
Direct Holders (Forms 3 and 4)
NameSharesDate Reported
CASEY BRIAN O310,831Mar 9, 2017
BYRNE SUSAN M283,080Jul 17, 2017
FREEMAN MARK68,750Jun 12, 2017
WOOLDRIDGE RAYMOND E49,061Apr 25, 2017
ROOT RANDALL L.34,010Feb 22, 2017
GERRON JULIE KRAMER32,631Feb 22, 2017
FRANK RICHARD M29,246Apr 25, 2017
MCTEER ROBERT DOYAL17,746Apr 25, 2017
KICE TIFFANY B.13,288Feb 22, 2017
NORMAN GEOFFREY9,496Apr 25, 2017

Top Institutional Holders

HolderSharesDate Reported% OutValue
Wells Fargo & Company628,926Mar 30, 20177.08%32,829,937
Gamco Investors Inc622,903Mar 30, 20177.01%32,515,537
Blackrock Inc.561,375Mar 30, 20176.32%29,303,775
Conestoga Capital Advisors, LLC557,486Jun 29, 20176.27%31,971,821
Royce & Associates LP441,886Mar 30, 20174.97%23,066,449
Vanguard Group, Inc. (The)315,168Mar 30, 20173.55%16,451,769
Renaissance Technologies, LLC283,000Mar 30, 20173.18%14,772,600
Dimensional Fund Advisors LP274,914Mar 30, 20173.09%14,350,511
Wellington Management Company, LLP248,104Mar 30, 20172.79%12,951,028
Punch & Associates Investment Management, Inc.184,736Mar 30, 20172.08%9,643,219

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Wells Fargo Special Small Cap Value Fd361,527May 30, 20174.07%19,576,687
Conestoga Small Cap Fund289,671Dec 30, 20163.26%17,519,301
Pennsylvania Mutual Fund Inc244,485Mar 30, 20172.75%12,762,117
iShares Russell 2000 ETF146,462May 30, 20171.65%7,930,917
Vanguard Total Stock Market Index Fund141,736Dec 30, 20161.59%8,572,193
Advisors Inner Circle Fd II-Hancock Horizon Burkenroad Small Cap Fund140,000Jan 30, 20171.58%7,890,400
MET Investors Ser Tr-MetLife Small Cap Value Port118,441Dec 30, 20161.33%7,163,311
Vanguard Extended Market Index Fund94,746Dec 30, 20161.07%5,730,238
FAM Small Cap Fund89,087Dec 30, 20161.00%5,387,981
Royce Total Return Fund83,029Mar 30, 20170.93%4,334,113