Westwood Holdings Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:WHG Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
05 Nov 24	BuyUS$688,843	Hoak & Co.	Company	48,108	US$14.80
16 Sep 24	BuyUS$276,152	J. Hoak	Individual	22,017	US$12.55
12 Sep 24	SellUS$187,350	Hoak & Co.	Company	15,000	US$12.49
10 May 24	BuyUS$592,906	Hoak & Co.	Company	48,068	US$12.72

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WHG?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	420,128	5.06%
VC/PE Firms	750,000	9.03%
Individual Insiders	1,272,623	15.3%
General Public	1,655,186	19.9%
Institutions	4,210,553	50.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 72.43% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.03%	Hoak & Co.	750,000	US$13.2m	0.76%	31.97%
7.07%	Allspring Global Investments, LLC	587,255	US$10.3m	0.24%	0.02%
6.42%	GAMCO Investors, Inc.	533,511	US$9.4m	-2.47%	0.04%
5.78%	Brian Casey	480,214	US$8.5m	0%	no data
5.06%	Renaissance Technologies LLC	420,128	US$7.4m	-2.82%	0.01%
4.52%	The Vanguard Group, Inc.	375,157	US$6.6m	-7.23%	no data
4.36%	North Star Investment Management Corporation	362,014	US$6.4m	0%	0.47%
4.2%	DePrince, Race & Zollo, Inc.	348,907	US$6.1m	6.4%	0.13%
3.11%	Dimensional Fund Advisors LP	258,805	US$4.6m	4.02%	no data
2.67%	BlackRock, Inc.	221,616	US$3.9m	-0.63%	no data
2.3%	Russell Investment Management, LLC	190,896	US$3.4m	-31.9%	no data
2.23%	Luther King Capital Management Corporation	184,990	US$3.3m	0%	0.01%
2.09%	Adrian Helfert	173,523	US$3.1m	10.9%	no data
1.69%	Garner Asset Management Corporation	140,753	US$2.5m	11.4%	0.86%
1.5%	Peapod Lane Capital LLC	124,754	US$2.2m	-28.5%	2.58%
1.29%	Bridgeway Capital Management, LLC	107,272	US$1.9m	1.81%	0.03%
1.25%	Allred Capital Management, LLC	103,873	US$1.8m	0%	0.71%
1.25%	Fabian Gomez	103,509	US$1.8m	23%	no data
1.2%	Aegis Financial Corporation	100,002	US$1.8m	0%	0.47%
1%	Matthew Lockridge	83,279	US$1.5m	48%	no data
0.96%	John Montgomery	79,922	US$1.4m	0%	no data
0.9%	Richard Frank	74,681	US$1.3m	-9.18%	no data
0.89%	J. Hoak	74,300	US$1.3m	0%	no data
0.88%	De Lisle Partners Llp	72,921	US$1.3m	6.18%	0.21%
0.79%	Geode Capital Management, LLC	65,830	US$1.2m	0.42%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/05 11:23
End of Day Share Price	2025/05/05 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Westwood Holdings Group, Inc. is covered by 2 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Anita Soni	CIBC Capital Markets
Raghavendra Welankiwaris	Virtua Research Inc.