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WESTWOOD HOLDINGS GROUP INC hedge fund holdings

WHGNYSE
$19.01-0.02 (-0.11% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

WHG · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (+14.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252313$14.6M$9.36M54Aug 14, 2025
Q3 20251817$2.51M$11.5M56Nov 14, 2025
Q4 20251714$8.77M$1.12M61Feb 14, 2026
Q1 20262020$9M$1.72M67May 15, 2026
Q2 20262813$5.04M$1.67M65Aug 14, 2026

Quarterly action breakdown

Q2 2026
65 filers
New position
5
$625K+32.6K sh
Increased
23
$4.42M+230K sh
Reduced
11
-$1.43M-74.8K sh
Out / sold
2
-$235K-12.3K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Westwood Holdings Group IncAdded 16.82%+$1.43M$9.94M0.07%Aug 14, 2026
Garner Asset Management CorpReduce 14.95%-$318K$1.81M0.59%Aug 7, 2026
De Lisle Partners LLPReduce 14.07%-$157K$960K0.10%Aug 12, 2026
LRI Investments, LLCNew Buy+$134K$134K0.01%Jul 14, 2026
North Star Investment Management Corp.Added 1.84%+$134K$7.43M0.40%Jul 28, 2026
Empowered Funds, LLCAdded 5.04%+$40.4K$843K0.00%Aug 17, 2026
Prosperity Consulting Group, LLCReduce 4.69%-$12.6K$256K0.01%Aug 13, 2026
Advisor OS, LLCReduce 1.08%-$4.16K$380K0.03%Aug 5, 2026
Keating Financial Advisory Services, Inc.Added 0.75%+$19$2.58K0.00%Aug 11, 2026

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