Who owns Westwood Holdings?
- Ticker: WHG
- CUSIP Number: 961765104
Tip: Access positions for across all investors
Analyze quarterly positions in Westwood Holdings with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Westwood Holdings stock
Who bought or sold Westwood Holdings this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings | 607k | $11M | 2% | Dec 2025 |
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| BlackRock | 513k | $8.8M | 5% | Dec 2025 |
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| Settian Capital | 471k | $8.1M | 0% | Dec 2025 |
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| GAMCO Asset Management | 444k | $7.6M | 100% | Dec 2025 |
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| Vanguard Group | 398k | $6.9M | 0% | Dec 2025 |
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| Renaissance Technologies | 374k | $6.4M | -4% | Dec 2025 |
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| North Star Investment Management | 372k | $6.4M | 1% | Dec 2025 |
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| Dimensional Fund Advisors | 275k | $4.7M | 1% | Dec 2025 |
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| Luther King Capital Management Corporation | 185k | $3.2M | 0% | Dec 2025 |
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| Geode Capital Management | 163k | $2.8M | 1% | Dec 2025 |
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| Garner Asset Management Corp | 124k | $2.1M | -8% | Dec 2025 |
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| Aegis Financial Corporation | 100k | $1.7M | 0% | Dec 2025 |
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| Bridgeway Capital Management | 90k | $1.5M | 4% | Sep 2025 |
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| Peapod Lane Capital | 89k | $1.5M | 1% | Dec 2025 |
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| State Street Corporation | 87k | $1.5M | 7% | Dec 2025 |
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| Gabelli Funds | 77k | $1.3M | 0% | Dec 2025 |
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| Northern Trust | 66k | $1.1M | -7% | Dec 2025 |
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| De Lisle Partners | 59k | $1.0M | -19% | Dec 2025 |
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| Levin Capital Strategies | 26k | $439k | 0% | Dec 2025 |
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| Sei Investments | 24k | $415k | 38% | Dec 2025 |
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| Bank of New York Mellon | 21k | $365k | -1% | Dec 2025 |
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| Arete Wealth Advisors | 20k | $348k | 0% | Dec 2025 |
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| Charles Schwab Investment Management | 18k | $316k | 0% | Dec 2025 |
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| Prosperity Consulting Group | 15k | $263k | -7% | Dec 2025 |
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| Connor, Clark & Lunn Investment Management | 14k | $237k | 1% | Dec 2025 |
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| Barclays | 12k | $213k | 11% | Dec 2025 |
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| Goldman Sachs Group | 12k | $199k | 100% | Dec 2025 |
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| Gabelli Securities | 11k | $181k | 0% | Dec 2025 |
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| HPM Partners | 10k | $179k | 0% | Dec 2025 |
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| Jpmorgan Chase & Co | 10k | $168k | 100% | Sep 2025 |
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| Wells Fargo & Company | 10k | $173k | 40% | Dec 2025 |
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| Rhumbline Advisers | 5.8k | $99k | -22% | Dec 2025 |
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| UBS Group | 3.8k | $66k | -26% | Dec 2025 |
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| New York State Common Retirement Fund | 3.6k | $62k | 0% | Dec 2025 |
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| Mirae Asset Global Etfs Holdings | 3.5k | $60k | -1% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 1.9k | $33k | 5% | Dec 2025 |
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| Police & Firemen's Retirement System of New Jersey | 1.9k | $33k | 0% | Dec 2025 |
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| Russell Investments | 1.0k | $17k | 22% | Dec 2025 |
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| Summit Investment Advisors | 761.00 | $13k | 0% | Dec 2025 |
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| Legal & General Group | 675.00 | $12k | 0% | Dec 2025 |
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| Advisor Group Holdings | 671.00 | $12k | 0% | Dec 2025 |
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| Tower Research Capital | 604.00 | $10k | -9% | Dec 2025 |
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| Royal Bank of Canada | 573.00 | $10k | -93% | Sep 2025 |
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| California State Teachers Retirement System | 457.00 | $7.9k | -2% | Dec 2025 |
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| Sterling Capital Management | 429.00 | $7.4k | -17% | Dec 2025 |
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| FMR | 358.00 | $5.9k | 5% | Sep 2025 |
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| Goss Wealth Management | 309.00 | $5.3k | 45% | Dec 2025 |
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| Amalgamated Bank | 234.00 | $4.0k | -8% | Dec 2025 |
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| Pnc Financial Services | 96.00 | $1.7k | 100% | Dec 2025 |
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| Rockefeller Capital Management | 74.00 | $1.3k | 100% | Dec 2025 |
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| Farther Finance Advisors | 66.00 | $1.1k | -52% | Dec 2025 |
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| FNY Investment Advisers | 50.00 | $0 | 0% | Dec 2025 |
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| MAI Wealth Advisors | 34.00 | $586.000200 | 100% | Dec 2025 |
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| SBI Securities | 20.00 | $344.000000 | 0% | Dec 2025 |
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| CWM | 15.00 | $0 | 15% | Dec 2025 |
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| Covestor | 8.00 | $0 | 100% | Dec 2025 |
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| EverSource Wealth Advisors | 1.00 | $17.000000 | 0% | Dec 2025 |
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Who sold out of Westwood Holdings?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Empowered Funds | Sep 2025 | 35k | $577k |
| Deutsche Bank Aktiengesellschaft | Sep 2025 | 8.3k | $136k |
| GAMMA Investing | Sep 2025 | 42.00 | $693.000000 |
| SRS Capital Advisors | Sep 2025 | 3.00 | $48.999900 |
| True Wealth Design | Sep 2025 | 1.00 | $17.000000 |