WHG Smart Money
Westwood Holdings Group, Inc.
1W: +2.6%
1M: +2.7%
3M: -3.5%
YTD: +10.8%
1Y: +19.4%
3Y: +116.0%
5Y: +19.4%
$19.61
+0.20 (+1.03%)
Weekly Expected Move ±3.2%
$18
$19
$20
$20
$21
Overview
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Smart Money
Financials
Income Statement
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ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
🏦 Institutional Activity
Latest: Q2 202675
Institutions Holding
+4 vs prior
56.1%
Ownership
+9.62%
9
New
33
Increased
21
Reduced
3
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-07-02 | BYRNE SUSAN M | other | S-Sale | 4,481 | $19.88 | $89K | Filing |
| 2026-07-01 | BYRNE SUSAN M | other | S-Sale | 3,584 | $19.35 | $69K | Filing |
| 2026-06-30 | BYRNE SUSAN M | other | S-Sale | 1,091 | $19.17 | $21K | Filing |
| 2026-06-30 | BYRNE SUSAN M | other | S-Sale | 1,091 | $19.17 | $21K | Filing |
| 2026-06-29 | BYRNE SUSAN M | other | S-Sale | 7,192 | $20.03 | $144K | Filing |
| 2026-06-29 | BYRNE SUSAN M | other | S-Sale | 7,129 | $20.03 | $143K | Filing |
| 2026-06-26 | BYRNE SUSAN M | other | S-Sale | 4,274 | $19.39 | $83K | Filing |
| 2026-06-26 | BYRNE SUSAN M | other | S-Sale | 4,274 | $19.39 | $83K | Filing |
| 2026-06-25 | BYRNE SUSAN M | other | S-Sale | 500 | $18.21 | $9K | Filing |
| 2026-06-24 | BYRNE SUSAN M | other | S-Sale | 1,300 | $18.32 | $24K | Filing |
| 2026-06-23 | BYRNE SUSAN M | other | S-Sale | 2,500 | $18.45 | $46K | Filing |
| 2026-06-22 | BYRNE SUSAN M | other | S-Sale | 1,000 | $18.31 | $18K | Filing |
| 2026-06-22 | BYRNE SUSAN M | other | S-Sale | 1,000 | $18.31 | $18K | Filing |
| 2026-06-18 | BYRNE SUSAN M | other | S-Sale | 1,549 | $18.35 | $28K | Filing |
| 2026-06-18 | BYRNE SUSAN M | other | S-Sale | 1,594 | $18.35 | $29K | Filing |
| 2026-06-17 | BYRNE SUSAN M | other | S-Sale | 350 | $18.10 | $6K | Filing |
| 2026-06-17 | BYRNE SUSAN M | other | S-Sale | 350 | $18.10 | $6K | Filing |
| 2026-06-16 | BYRNE SUSAN M | other | S-Sale | 1,634 | $18.29 | $30K | Filing |
| 2026-06-15 | BYRNE SUSAN M | other | S-Sale | 2,910 | $17.96 | $52K | Filing |
| 2026-06-12 | BYRNE SUSAN M | other | S-Sale | 4,367 | $17.86 | $78K | Filing |
| 2026-06-11 | BYRNE SUSAN M | other | S-Sale | 3,300 | $17.43 | $58K | Filing |
| 2026-06-10 | BYRNE SUSAN M | other | S-Sale | 1,800 | $17.55 | $32K | Filing |
| 2026-06-09 | BYRNE SUSAN M | other | S-Sale | 1,900 | $17.46 | $33K | Filing |
| 2026-06-09 | Ryan Janice | director | A-Grant/Award | 5,889 | $— | $0 | Filing |
| 2026-06-08 | BYRNE SUSAN M | other | S-Sale | 607 | $17.11 | $10K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, L | 592,567 | $11M | -20,547 | 2026-06-30 | Filing |
| BlackRock, Inc. | 582,224 | $11M | +72,809 | 2026-06-30 | Filing |
| WESTWOOD HOLDINGS GROUP INC | 518,966 | $10M | +74,721 | 2026-06-30 | Filing |
| Settian Capital LP | 470,515 | $9M | — | 2026-06-30 | Filing |
| GAMCO INVESTORS, INC. ET AL | 443,800 | $9M | — | 2026-06-30 | Filing |
| North Star Investment Management Corp. | 387,800 | $7M | +6,991 | 2026-06-30 | Filing |
| RENAISSANCE TECHNOLOGIES LLC | 328,558 | $6M | -22,209 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 327,032 | $6M | +6,516 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 284,446 | $5M | +4,761 | 2026-06-30 | Filing |
| KING LUTHER CAPITAL MANAGEMENT CORP | 185,000 | $4M | — | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 172,481 | $3M | +12,185 | 2026-06-30 | Filing |
| AEGIS FINANCIAL CORP | 99,926 | $2M | — | 2026-06-30 | Filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 99,460 | $2M | +2,110 | 2026-06-30 | Filing |
| Garner Asset Management Corp | 94,418 | $2M | -16,598 | 2026-06-30 | Filing |
| STATE STREET CORP | 86,997 | $2M | -1,400 | 2026-06-30 | Filing |
| GABELLI FUNDS LLC | 82,210 | $2M | — | 2026-06-30 | Filing |
| Peapod Lane Capital LLC | 80,120 | $2M | +1,261 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 55,531 | $1M | -13,725 | 2026-06-30 | Filing |
| De Lisle Partners LLP | 50,012 | $960K | -8,187 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 50,013 | $958K | +7,147 | 2026-06-30 | Filing |