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Westwood Holdings Group (WHG) Ownership - Who Owns Westwood Holdings Group?
Westwood Holdings Group (WHG) Ownership Overview
- 14.89% Insiders
- 17.18% Mutual Funds
- 1.53% Other Institutional Investors
- 10.27% ETFs
- 56.14% Public Companies and Individual Investors
The ownership structure of Westwood Holdings Group (WHG) stock is a mix of institutional, retail, and individual investors. Approximately 28.98% of the company’s stock is owned by Institutional Investors, 14.89% is owned by Insiders, and 56.14% is owned by Public Companies and Individual Investors.
The ownership structure of Westwood Holdings Group (WHG) stock is a mix of institutional, retail, and individual investors. Approximately 18.71% of the company’s stock is owned by Institutional Investors, 14.89% is owned by Insiders, and 10.27% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
| Date | Name | Activity | Value |
|---|---|---|---|
| Mar 12, 2026 | Brian O. Casey | $307,255 | |
| Mar 12, 2026 | Fabian Gomez | $100,937 | |
| Mar 12, 2026 | Matthew Lockridge | $87,247 | |
| Mar 12, 2026 | Adrian Helfert | $174,722 |
Recent Hedge Fund Trading Activity
Top Shareholders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Brian O. Casey | 530,610 | Insider | 5.59% | 9,996,692 |
| Mario Gabelli | 443,800 | Institution | 4.68% | 8,361,192 |
| Allspring Funds Trust | 421,583 | Institution | 4.44% | 7,942,624 |
| Vanguard | 368,950 | Institution | 3.89% | 6,951,018 |
| Vanguard Index Funds | 311,822 | Institution | 3.29% | 5,874,726 |
| Ishares | 271,576 | Institution | 2.86% | 5,116,492 |
| Northern Lights Fund Trust Ii | 253,000 | Institution | 2.67% | 4,766,520 |
| Susan Byrne | 230,444 | Insider | 2.43% | 4,341,565 |
| Dfa | 191,210 | Institution | 2.02% | 3,602,396 |
| Adrian Helfert | 162,751 | Insider | 1.72% | 3,066,229 |
Top Mutual Fund Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Allspring Funds Trust | 421,583 | Institution | 4.44% | 7,942,624 |
| Vanguard Index Funds | 311,822 | Institution | 3.29% | 5,874,726 |
| Northern Lights Fund Trust Ii | 253,000 | Institution | 2.67% | 4,766,520 |
| Dfa Investment Dimensions Group Inc | 152,093 | Institution | 1.60% | 2,865,432 |
| Aegis Funds | 97,606 | Institution | 1.03% | 1,838,897 |
| Fidelity Salem Street Trust | 92,369 | Institution | 0.97% | 1,740,232 |
| Bridgeway Funds, Inc. | 81,816 | Institution | 0.86% | 1,541,413 |
| Fidelity Concord Street Trust | 57,532 | Institution | 0.61% | 1,083,903 |
| Gabelli Equity Series Funds Inc | 54,363 | Institution | 0.57% | 1,024,199 |
| Vanguard Scottsdale Funds | 50,085 | Institution | 0.53% | 943,601 |
Top ETF Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Vanguard | 242,367 | Institution | 2.56% | 4,515,297 |
| iShares | 179,246 | Institution | 1.89% | 3,394,919 |
| Vanguard | 76,236 | Institution | 0.80% | 1,420,277 |
| iShares | 70,486 | Institution | 0.74% | 1,335,005 |
| DFA | 67,089 | Institution | 0.71% | 1,270,666 |
| DFA | 62,575 | Institution | 0.66% | 1,185,171 |
| Bridgeway | 50,001 | Institution | 0.53% | 947,019 |
| Vanguard | 43,057 | Institution | 0.45% | 802,152 |
| DFA | 42,158 | Institution | 0.44% | 798,473 |
| Dimensional | 28,621 | Institution | 0.30% | 548,665 |
FAQ
Who Owns Westwood Holdings Group (WHG)?
According to the latest TipRanks data, approximately 1.53% of the company's stock is held by institutional investors, 14.89% is held by insiders, and 56.14% is held by retail investors.
What percentage of Westwood Holdings Group (WHG) stock is held by institutional investors?
According to the latest TipRanks data, approximately 1.53% of Westwood Holdings Group (WHG) stock is held by institutional investors.
What percentage of Westwood Holdings Group (WHG) stock is held by retail investors?
According to the latest TipRanks data, approximately 56.14% of Westwood Holdings Group (WHG) stock is held by retail investors.
Who owns the most shares of Westwood Holdings Group (WHG)?
Brian O. Casey owns the most shares of Westwood Holdings Group (WHG).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.