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WESTWOOD HOLDINGS GROUP INC (WHG)

Name: WESTWOOD HOLDINGS GROUP INC (WHG) — Institutional ownership, SEC filings and insider activity
Creator: Sightfile
License: https://www.sec.gov/privacy#dissemination

Institutional ownership, SEC filings and insider activity

Sector: Financials · SEC CIK 0001165002 · EDGAR filings · Updated 2026-07-07

WESTWOOD HOLDINGS GROUP INC (WHG) has reported institutional ownership of 55.7%, with 69 institutional managers holding positions valued at $86.7M per the latest 13F reporting period.

Institutional ownership

55.7%

Institutional managers

Reported 13F value

$86.7M

Insider activity

36 trans.

−$1.21M net selling

Latest updates

2026-07-07 — Insider transaction reported (Form 4)
2026-07-01 — 4/A filed
2026-07-01 — 4/A filed
2026-07-01 — Notice of proposed sale filed (Form 144)
2026-06-30 — Insider transaction reported (Form 4)
2026-06-25 — Insider transaction reported (Form 4)

Institutional ownership overview

According to SEC 13F filings tracked by Sightfile, WESTWOOD HOLDINGS GROUP INC has 69 institutional holders and institutional ownership of 55.7%.

Insider activity

Insiders reported 36 transactions (0 buys, 15 sells) across 13 reporting insiders, with a net reported value of −$1.21M.

Related companies

WHITE PEARL ACQUISITION CO A (WPAC) · LCNB CORP (LCNB) · Eightco Holdings Inc (ORBS) · CHARLTON ARIA ACQUISITION CO (CHAR) · CITIZENS FINL SVCS (CZFS) · EAGLE FINANCIAL SERVICES INC (EFSI)

See full history, cross-references and alerts on Sightfile

Sightfile provides information only — not investment advice, recommendations, or an assessment of any security. Data is derived from official public sources (SEC EDGAR and U.S. government agencies), may contain errors or delays, and should be verified against the source filing before relying on it.
Data sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-07-07.