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Westwood Holdings Group Inc (WHG)

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Sector: Investment Advice

Insider Roster

Janice Ryan, Director, 2026-08-07
M Susan Byrne, Other, 2026-07-07
A Randy Bowman, Director, 2026-05-06
Katherine Murray, Director, 2026-05-06
H Ellen Masterson, Director, 2026-05-06
Hale J. Hoak, Director, 2026-05-06
Jr Anthony John Ehinger, Head Of Legal and Compliance, 2026-03-16
Adrian Helfert, Cio, Multi-Asset Inv., 2026-03-16
Matthew Lockridge, Head, U.s. Value Inv., 2026-03-16
O David Linton, Head Of Distribution, 2026-03-16
Iii Murray Forbes, Chief Financial Officer, 2026-03-16
O Brian Casey, Ceo, 2026-03-16
Fabian Gomez, President and Coo, 2026-03-16
Geoffrey Norman, Director, 2025-05-23
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
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 August 14, 2026, 5:15pm based on SEC 13F filings Last update: August 14, 2026, 5:15pm

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Settian Capital Kristofer Segerberg	470,515	$9,015,067		5.79%
2.	GAMCO Investors Mario Gabelli	443,800	$8,503,208		0.08%
3.	Renaissance Technologies Jim Simons	328,558	$6,295,171	-7%	0.01%
4.	De Lisle Partners Richard De Lisle	50,012	$959,603	-15%	0.1%
5.	Levin Capital Strategies John A. Levin	25,508	$488,733		0.03%

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
Byrne Other	$19.88	4,481	$89,065.25	230,444	2026-07-02	Filing
Byrne Other	$19.35	3,584	$69,361.15	234,925	2026-07-01	Filing
Byrne Other	$16.13	400	$6,450.92	238,509	2026-04-07	Filing
Byrne Other	$19.17	1,091	$20,911.20	238,909	2026-06-30	Filing
Byrne Other	$20.03	7,192	$144,044.97	240,000	2026-06-29	Filing

Institutional Investors' Holdings

Filing Period:

No.	Name	Shares	Value	% Port
1.	Allspring Global Investments Holdings, Llc	592,567	$11,389,138	0.02%
2.	Blackrock, Inc.	582,224	$11,155,401	0%
3.	Westwood Holdings Group Inc	518,966	$9,943,389	0.07%
4.	North Star Investment Management Corp.	387,800	$7,430,253	0.4%
5.	Vanguard Capital Management Llc	327,032	$6,265,933	0%

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