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
14 Mar 24	BuyUS$3,777	J. Hoak	Individual	315	US$11.99
06 Mar 24	SellUS$168,087	Matthew Lockridge	Individual	14,000	US$12.01

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	432,332	5.31%
VC/PE Firms	744,353	9.15%
General Public	1,003,935	12.3%
Individual Insiders	1,578,678	19.4%
Institutions	4,379,414	53.8%

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

Top Shareholders

Top 25 shareholders own 79.19% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.15%	Hoak & Co.	744,353	US$11.4m	10.6%	23.81%
7.18%	Allspring Global Investments, LLC	584,118	US$8.9m	2.22%	0.01%
6.72%	GAMCO Investors, Inc.	547,011	US$8.3m	-0.98%	0.03%
5.9%	Brian Casey	480,214	US$7.3m	0%	no data
5.88%	DePrince, Race & Zollo, Inc.	478,282	US$7.3m	4.6%	0.14%
5.31%	Renaissance Technologies LLC	432,332	US$6.6m	-2.62%	0.01%
4.97%	The Vanguard Group, Inc.	404,387	US$6.2m	0%	no data
4.41%	North Star Investment Management Corporation	358,978	US$5.5m	1.45%	0.37%
3.44%	Russell Investment Management, LLC	280,335	US$4.3m	15.7%	0.01%
3.38%	Susan Montgomery	275,444	US$4.2m	0%	no data
3.06%	Dimensional Fund Advisors LP	248,813	US$3.8m	2.02%	no data
2.65%	BlackRock, Inc.	215,606	US$3.3m	0.28%	no data
2.27%	Luther King Capital Management Corporation	184,990	US$2.8m	-22.5%	0.01%
1.95%	Acuitas Investments, LLC	158,616	US$2.4m	16.1%	0.71%
1.92%	Adrian Helfert	156,504	US$2.4m	0%	no data
1.55%	Garner Asset Management Corporation	126,326	US$1.9m	8.03%	0.87%
1.29%	Bridgeway Capital Management, LLC	105,366	US$1.6m	2.34%	0.02%
1.28%	Allred Capital Management, LLC	103,873	US$1.6m	-0.26%	0.62%
1.23%	Aegis Financial Corporation	100,002	US$1.5m	0%	0.46%
1.03%	Fabian Gomez	84,138	US$1.3m	0%	no data
1.01%	Richard Frank	82,228	US$1.3m	0%	no data
0.98%	John Montgomery	79,922	US$1.2m	0%	no data
0.91%	J. Hoak	74,300	US$1.1m	172%	no data
0.86%	Julie Gerron	69,920	US$1.1m	0%	no data
0.84%	De Lisle Partners Llp	68,680	US$1.0m	131%	0.17%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 07:52
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 here.

Analysis Model and Snowflake

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

Industry and Sector Metrics

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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.