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Westwood Holdings Group Inc (WHG)

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Sector: Investment Advice

Insider Roster

O Brian Casey, Ceo, 2025-11-12
Janice Ryan, Director, 2025-06-20
Fabian Gomez, President, 2025-06-05
Katherine Murray, Director, 2025-05-23
Geoffrey Norman, Director, 2025-05-23
Hale J. Hoak, Director, 2025-05-23
A Randy Bowman, Director, 2025-05-23
H Ellen Masterson, Director, 2025-05-23
O David Linton, Head Of Distribution, 2025-04-24
Matthew Lockridge, Head, U.s. Value Inv., 2025-02-25
Adrian Helfert, Cio, Multi-Asset Inv., 2025-02-25
Iii Murray Forbes, Chief Financial Officer, 2025-02-25
Jr Anthony John Ehinger, Head Of Legal, Cco, 2025-02-25
Matthew Mazzei, Controller, 2025-02-25
M Richard Frank, Director, Other, 2024-05-20
Westwood Holdings Group Inc, Director, 2024-05-09
Leah Bennett, President-Westwood Wealth Mgmt, 2024-02-27
Porter John Montgomery, Chief Operating Officer, 2023-09-12
Kramer Julie Gerron, General Counsel & Cco, 2023-05-02
M Susan Byrne, Director, Other, 2023-04-27
C James Pappas, Other, 2022-06-13
Jcp Asset Partnership Vi, Lp, Other, 2022-06-13
Jcp Investment Holdings, Llc, Other, 2022-06-13
Jcp Investment Partners, Lp, Other, 2022-06-13
Jcp Investment Partnership, Lp, Other, 2022-06-13
Jcp Investment Management, Llc, Other, 2022-06-13
Steve Paddon, Head Of Distribution, 2022-06-02
E Raymond Wooldridge, Director, 2021-11-03
Mark Freeman, Chief Investment Officer, 2019-03-11
B. Tiffany Kice, Chief Financial Officer, 2018-10-24
Doyal Robert Mcteer, 2018-04-26
J Martin Weiland, 2018-04-26
L. Randall Root, Pres., Westwood Trust Dallas, 2017-02-27
Jr R William Hardcastle, Chief Financial Officer, 2014-05-02
Francis Peter Pastorelle, Principal Accounting Officer, 2014-02-25
A Mark Wallace, Chief Financial Officer, 2014-02-25
Craig Michael Whitten, Other, 2013-08-02
Ggcp, Inc., Large Shareholder, 2013-02-26
J Mario Gabelli, Large Shareholder, 2013-02-26
Gamco Investors, Inc. Et Al, Large Shareholder, 2013-02-26
C Tom Davis, Director, 2012-08-22
Jr L Jon Mosle, Director, 2011-03-29
Frederick Meyer, Director, 2009-07-24

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Hedge Fund Popularity

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Hedge Fund Holdings

Filing Period:

Last updated on November 14, 2025, 8:54pm based on SEC 13F filings Last update: November 14, 2025, 8:54pm

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Settian Capital Kristofer Segerberg	470,515	$7,758,792	+10%	5.27%
2.	Renaissance Technologies Jim Simons	388,658	$6,408,970	-4%	0.01%
3.	Levin Capital Strategies John A. Levin	25,508	$420,627		0.04%
4.	Ancora Advisors Frederick Disanto	0	$0		0%
5.	GAMCO Investors Mario Gabelli	0	$0		0%

Insider Trading: Purchases See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Frank Director, Other	$16.65	578	$9,623.70	60,866	2021-11-30	Filing
Frank Director, Other	$16.65	406	$6,759.90	60,288	2021-11-29	Filing
Frank Director, Other	$16.65	1,516	$25,241.40	59,882	2021-11-22	Filing
Frank Director, Other	$17.50	4,498	$78,715.00	58,366	2021-11-19	Filing
Frank Director, Other	$17.50	502	$8,785.00	53,868	2021-11-18	Filing

Insider Trading: Sales See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Casey Officer, Director	$17.00	370	$6,290.00	505,556	2025-11-10	Filing
Casey Officer, Director	$18.00	6,750	$121,500.00	505,926	2025-08-29	Filing
Gomez Officer	$15.50	7,000	$108,500.00	96,509	2025-06-05	Filing
Lockridge Officer	$12.01	14,000	$168,086.80	56,283	2024-03-06	Filing
Montgomery Officer	$9.89	327	$3,233.67	75,816	2023-09-11	Filing

Institutional Investors' Holdings

Filing Period:

No.	Name	Shares	Value	% Port
1.	Allspring Global Investments Holdings, Llc	593,753	$9,796,925	0.02%
2.	Blackrock, Inc.	489,137	$8,065,876	0%
3.	Vanguard Group Inc	397,265	$6,550,900	0%
4.	North Star Investment Management Corp.	367,477	$6,059,696	0.39%
5.	Dimensional Fund Advisors Lp	273,088	$4,503,258	0%

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