Westwood Holdings Group, Inc.· WHG

🇺🇸 US · MicroBroad USNYSE

Financial ServicesAsset ManagementWebsite

Price: $19.26
Day: +1.10%
Mkt Cap: $182.67M
52W Range: $14.70 – $20.97
Volume: 7.8K
Beta: 0.58

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Westwood Holdings Group, Inc.

WHG|Financial Services|Asset Management

Current price: $19

Smart Money

Dimension 5 of 5

Insider Activity, Q1 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$759.6K

Net share flow-46.8K

Purchases0 ($0)

Sales6 ($759.6K)

Top Notable Transactions

Insider

Type

Value

Date

BYRNE SUSAN M

Sale

$815.5K

Jul 14

BYRNE SUSAN M

Sale

$813.9K

Jun 22

WOOLDRIDGE RAYMOND E

Sale

$667.5K

Oct 28

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership62.2%

13F share flow+3.3%

Investors holding67

+46 adding-27 reducing

New 11Inc 35Red 22Closed 5

Top Institutional Holders

Institution

Value

Change

ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC

$9.7M

+1.6%

BLACKROCK, INC.

$8.4M

-0.1%

SETTIAN CAPITAL LP

$7.7M

+0.5%

WESTWOOD HOLDINGS GROUP INC

$7.3M

+100.0%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting45

Total shares held2.0M

Share flow+2.8%

7 buying6 selling

Buying 7Unchanged 33Selling 6

Top Fund Holders

Fund

Weight

Change

NORTHERN LIGHTS FUND TRUST II

253.0K

5.29%

+10.0K

iSHARES TRUST

212.6K

0.00%

Global X Funds

185.5K

0.17%

FIDELITY SELECT PORTFOLIOS

179.7K

0.32%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

WHG Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.0/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-100

Institutional Flow

50% weight

+82

Fund Flow

10% weight

Overall Smart Money sentiment of 3.0/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for WHG

Net insider share flow by quarter (C-suite & director purchases minus sales)

Very Bearish

Heavy insider selling in Q1 2026

6 sales totaling $759.6K (46.8K shares)

Share volume is 9x the historical average, extreme level

Sell-only pattern: no insider purchases across 7 quarters

Notable Recent Transactions, WHG

Top 8 highest-value recent insider trades

BYRNE SUSAN M

Director

Sell

14,054 shares at $58.03

Jul 14, 2017$815.54K

BYRNE SUSAN M

Director

Sell

14,233 shares at $57.18

Jun 22, 2017$813.90K

WOOLDRIDGE RAYMOND E

Director

Sell

12,500 shares at $53.40

Oct 28, 2013$667.50K

CASEY BRIAN O

CEO

Sell

12,500 shares at $47.51

Jul 19, 2013$593.90K

BYRNE SUSAN M

Director

Sell

11,264 shares at $49.72

Oct 11, 2013$560.03K

WOOLDRIDGE RAYMOND E

Director

Sell

8,600 shares at $59.32

Mar 14, 2016$510.17K

BYRNE SUSAN M

Director

Sell

7,635 shares at $64.01

Sep 27, 2017$488.69K

BYRNE SUSAN M

Director

Sell

7,265 shares at $64.01

Sep 26, 2017$465.01K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for WHG

Total dollar value invested by institutions each quarter

Very Bullish

Institutions accumulating in Q1 2026

62.2% institutional ownership

Moderate accumulation: 46 adding vs 27 reducing

13F shares increased by 8.2%, a significant shift

Momentum improving from prior quarter

Position Changes

Q1 2026: how are institutions adjusting their positions?

+46 growing-27 shrinkingNet: +19

New (11)

Increased (35)

Reduced (22)

Closed (5)

Top Institutional Holders, WHG

Largest 1 institutional positions by ownership percentage as of Q2 2026

ROOT FINANCIAL PARTNERS, LLC

Ownership

0.00%

-100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 46 ETFs and mutual funds reporting

7 buying6 sellingNet: +1

Buying (7)

Unchanged (33)

Selling (6)

Neutral

Mixed fund activity in Q2 2026

46 ETFs and mutual funds reporting

7 buying vs 6 selling (balanced)

Top Fund Holders, WHG

Largest 8 ETF and mutual fund positions by shares held as of latest filing

NORTHERN LIGHTS FUND TRUST II

253.0K

Weight

5.29%

Increased

iSHARES TRUST

212.6K

Weight

0.00%

No change

Global X Funds

185.5K

Weight

0.17%

No change

FIDELITY SELECT PORTFOLIOS

179.7K

Weight

0.32%

No change

FIDELITY CONCORD STREET TRUST

51.7K

Weight

0.02%

Decreased

VANGUARD SCOTTSDALE FUNDS

44.8K

Weight

0.00%

Increased

SCHWAB STRATEGIC TRUST

26.6K

Weight

0.01%

No change

WisdomTree Trust

19.2K

Weight

0.00%

No change

Westwood Holdings Group, Inc.· WHG

Holdings Analysis

Insider Trading Activity

1.3Transaction History231Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings24Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History231Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings24Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights