Westwood Holdings Group Inc

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Westwood Holdings Group Inc
TickerWHG
CIK #0001165002
CUSIP961765104
SectorFinance - Investment Advice
Address200 Crescent Court Suite 1200, Dallas, TX 75201
Source [EDGAR]
CIK Filing 2011 - 2026
[0001165002] 10-K
[0001165002] 10-Q
[0001165002] 13F-HR
[0001165002] 3
[0001165002] 4
[0001165002] 5
[0001165002] 8-K
[0001165002] SC 13D
[0001165002] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Westwood Holdings Group Inc Once Upon A Farm PBC [2026-05-27] 0.0
BlackRock Inc Westwood Holdings Group Inc [2025-10-17] 0.0
Settian Capital LP Westwood Holdings Group Inc [2025-08-04] 0.0
Westwood Holdings Group Inc Blue Bird Corp [2024-11-14] 5.26
Casey Brian O Westwood Holdings Group Inc [2024-11-14] 5.15
Westwood Holdings Group Inc Vital Energy Inc [2024-11-14] 5.92
Hoak Public Equities LP Westwood Holdings Group Inc [2023-12-13] 6.6
Westwood Holdings Group Inc Chuy's Holdings Inc [2022-02-25] 5.26
Westwood Holdings Group Inc Sonic Automotive Inc [2022-02-25] 5.64
Westwood Holdings Group Inc Radius Global Infrastructure Inc [2022-02-25] 6.68
Westwood Holdings Group Inc Perella Weinberg Partners LP [2022-02-25] 0.14
Westwood Holdings Group Inc Plymouth Industrial REIT Inc [2022-02-25] 7.55
DePrince Race & Zollo Inc Westwood Holdings Group Inc [2022-02-14] 5.1
Allspring Global Investments Holdings LLC Westwood Holdings Group Inc [2022-01-19] 7.06
BlackRock Inc Westwood Holdings Group Inc [2021-07-12] 2.5
JCP Investment Management LLC Westwood Holdings Group Inc [2021-04-15] 4.1
Vanguard Group Inc Westwood Holdings Group Inc [2020-02-11] 5.16
Wells Fargo & Company/MN Westwood Holdings Group Inc [2020-02-04] 6.99
Renaissance Technologies LLC Westwood Holdings Group Inc [2019-02-13] 5.55
Wells Fargo & Company/MN Westwood Holdings Group Inc [2017-01-27] 6.72
Wellington Management Group LLP Westwood Holdings Group Inc [2015-02-12] 5.0
Third Avenue Management LLC Westwood Holdings Group Inc [2014-09-10] 3.81
Third Avenue Management LLC Westwood Holdings Group Inc [2014-02-14] 5.07
Conestoga Capital Advisors LLC Westwood Holdings Group Inc [2013-03-13] 5.82
Third Avenue Management LLC Westwood Holdings Group Inc [2013-02-14] 6.16
BlackRock Inc Westwood Holdings Group Inc [2013-01-30] 5.06
Third Avenue Management LLC Westwood Holdings Group Inc [2012-02-14] 6.93
BlackRock Inc Westwood Holdings Group Inc [2012-02-09] 5.09
Form 3/4/5 Filer 2011 - 2026
Byrne Susan M
Westwood Holdings Group Inc
Masterson Ellen H
Murray Katherine
Bowman Randy A
Ryan Janice
Hoak J Hale
Ehinger John Anthony Jr
Forbes Murray III
Helfert Adrian
Linton David O
Lockridge Matthew
Gomez Fabian
Casey Brian O
Norman Geoffrey
Mazzei Matthew
Frank Richard M
Bennett Leah
Montgomery John Porter
Gerron Julie Kramer
JCP Investment Partners LP
JCP Investment Holdings LLC
JCP Asset Partnership VI LP
JCP Investment Partnership LP
JCP Investment Management LLC
Pappas James C
Paddon Steve
Wooldridge Raymond E
Freeman Mark
Kice Tiffany B
Weiland Martin J
McTeer Robert Doyal
Root Randall L
Hardcastle William R Jr
Pastorelle Peter Francis
Wallace Mark A
Whitten Michael Craig
GGCP Inc
Gabelli Mario J
Gamco Investors Inc ET AL
Davis Tom C
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
common stock
2026-02-23 Tax withheld 10,772 $16.22 174,722
common stock
2026-02-23 Tax withheld 2,654 $16.22 43,048
common stock
2026-02-23 Tax withheld 6,223 $16.22 100,937
common stock
2026-02-23 Tax withheld 5,379 $16.22 87,247
Gomez Fabian
common stock
2026-02-23 Sell 6,223 $16.22 100,937
Forbes Murray III
common stock
2026-02-23 Sell 2,859 $16.22 46,373
Linton David O
common stock
2026-02-23 Grant 15,414 $0.00
Linton David O
common stock
2026-02-23 Sell 2,654 $16.22 43,048
common stock
2026-02-23 Grant 15,414 $0.00
Ehinger John Anthony Jr
common stock
2026-02-23 Tax withheld 838 $16.22 13,592
Ehinger John Anthony Jr
common stock
2026-02-23 Grant 5,549 $0.00
Gomez Fabian
common stock
2026-02-23 Grant 32,287 $0.00
Casey Brian O
common stock
2026-02-23 Sell 18,943 $16.22 307,255
common stock
2026-02-23 Grant 11,098 $0.00
Casey Brian O
common stock
2026-02-23 Grant 57,194 $0.00
common stock
2026-02-23 Grant 57,194 $0.00
common stock
2026-02-23 Tax withheld 2,859 $16.22 46,373
common stock
2026-02-23 Tax withheld 18,943 $16.22 307,255
common stock
2026-02-23 Grant 32,287 $0.00
Forbes Murray III
common stock
2026-02-23 Grant 11,098 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 69 5,285,121
2025-12-31 63 4,815,778
2025-09-30 61 4,400,839
2025-06-30 58 4,925,086
2025-03-31 51 4,624,377
2024-12-31 52 4,693,441
2024-09-30 45 4,774,251
2024-06-30 44 4,700,826
2024-03-31 46 4,732,194
2023-12-31 47 4,633,742
2023-09-30 43 5,147,389
2023-06-30 44 5,172,770
Form 13F Holdings
Firm Period DFND Voting Shares
Marquette Asset Management LLC [2026-06-30] SOLE 0 10,801
LRI Investments LLC [2026-06-30] SOLE 7,000 7,000
FNY Investment Advisers LLC [2026-06-30] SOLE 50 50
True Wealth Design LLC [2026-06-30] SOLE 0 5
Farther Finance Advisors LLC [2026-06-30] SOLE 0 1
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