Westwood Holdings Group, Inc. (WHG)

Accumulating

Strong institutional accumulation: ownership increased +4.52% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

55.55%

QoQ Change

+4.52%

Total Value

$86.1B

Shares Outstanding

9.5M

Crowding AnalysisCrowded

Holders67of 5,944

Avg: 68

Uncrowded84th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.3x

62th percentile

35 buying27 selling

+10

New

-5

Closed

+431K

Net shares

Holding Period Distribution

estimate

Median: 4 QAvg: 4.4 QHolders: 67

Ownership Concentration

Top 5: 47.1%Top 10: 75.9%

Allspring Global Investments Holdings,11.6%

BlackRock,9.7%

Settian Capital8.9%

WESTWOOD HOLDINGS GROUP8.4%

GAMCO INVESTORS, INC. ET AL8.4%

Others (62)52.9%

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Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.60%Max: 5.43%High conviction (>1%): 1

Allspring Global Investments Holdings,

BlackRock,

Settian Capital

WESTWOOD HOLDINGS GROUP

GAMCO INVESTORS, INC. ET AL

North Star Investment Management

RENAISSANCE TECHNOLOGIES

VANGUARD CAPITAL MANAGEMENT

DIMENSIONAL FUND ADVISORS

KING LUTHER CAPITAL MANAGEMENT

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWWESTWOOD HOLDINGS GROUP$7M444K shr

NEWVANGUARD CAPITAL MANAGEMENT$5M321K shr

SOLDRENAISSANCE TECHNOLOGIES$374K23K shr

BOUGHTNorth Star Investment Management$145K9K shr

BOUGHTAllspring Global Investments Holdings$100K6K shr

NEWGAMCO INVESTORS, INC. ET AL$8M444K shr

BOUGHTBlackRock$406K24K shr

SOLDRENAISSANCE TECHNOLOGIES$262K15K shr

BOUGHTAllspring Global Investments Holdings$230K13K shr

BOUGHTNorth Star Investment Management$78K5K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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