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Westwood
WHG
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Overview
Overview
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
59.92%
Individuals & Insiders
17.11%
VC/PE firms
8.75%
Public and others
8.73%
Hedge funds
5.49%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Hoak & Co.
8.75%
750.00K
0.06%
+0
03/03/2026
Allspring Global Investments, LLC
6.92%
592.57K
0.29%
-20.55K
06/30/2026
BlackRock, Inc.
6.80%
582.22K
0.81%
+72.81K
06/30/2026
GAMCO Investors, Inc.
6.36%
545.29K
0.23%
+19.28K
08/11/2026
Brian Casey
CEO & Director
6.19%
530.61K
0.04%
+0
03/03/2026
Westwood Management Corp.
6.06%
518.97K
0.84%
+74.72K
06/30/2026
Settian Capital LP
5.49%
470.52K
0.04%
+0
06/30/2026
North Star Investment Management Corporation
4.53%
387.80K
0.05%
+6.99K
06/30/2026
Vanguard Capital Management, LLC
4.37%
373.98K
0.05%
+7.02K
06/30/2026
Renaissance Technologies LLC
3.84%
328.56K
0.29%
-22.21K
06/30/2026
Dimensional Fund Advisors LP
3.32%
284.45K
0.03%
+4.76K
06/30/2026
Susan Byrne
Founder & Director Emerita
2.69%
230.44K
0.10%
-8.47K
07/02/2026
Luther King Capital Management Corporation
2.16%
185.00K
0.01%
+0
06/30/2026
Geode Capital Management, LLC
2.01%
172.48K
0.13%
+12.19K
06/30/2026
P. Helfert
Chief Investment Officer & Senior Vice President
1.90%
162.75K
0.01%
+0
02/23/2026
Bridgeway Capital Management, LLC
1.67%
143.47K
0.04%
+4.22K
06/30/2026
Fabian Gomez
President & COO
1.43%
122.57K
<0.01%
+0
03/03/2026
Aegis Financial Corporation
1.17%
99.93K
<0.01%
+0
06/30/2026
Associated Capital Group, Inc.
1.15%
98.80K
1.02%
+87.80K
08/11/2026
Garner Asset Management Corporation
1.10%
94.42K
0.20%
-16.60K
06/30/2026