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WHG Insider Trading

Insider Ownership Percentage: 8.20%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $1,035,888.95

Westwood Holdings Group Insider Trading History Chart

This chart shows the insider buying and selling history at Westwood Holdings Group by year and by quarter.

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Westwood Holdings Group Share Price & Price History

Current Price: $15.90
Price Change: ▼ Price Decrease of -0.21 (-1.30%)
As of 03/24/2026 04:59 PM ET

This chart shows the closing price history over time for WHG up to the past year.

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Days: 30 | 90 | 365

Westwood Holdings Group Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
2/23/2026Adrian HelfertInsiderSell10,772$16.22$174,721.84162,751View SEC Filing Icon  
2/23/2026Brian O'CaseyCEOSell18,943$16.22$307,255.46530,610View SEC Filing Icon  
2/23/2026Fabian GomezPresidentSell6,223$16.22$100,937.06122,573View SEC Filing Icon  
2/23/2026Matthew LockridgeInsiderSell5,379$16.22$87,247.3877,900View SEC Filing Icon  
2/23/2026Murray Forbes IIICFOSell2,859$16.22$46,372.9865,826View SEC Filing Icon  
12/10/2025Brian O'CaseyCEOSell8,341$16.55$138,043.55492,359View SEC Filing Icon  
12/9/2025Brian O'CaseyCEOSell1,764$16.41$28,947.24500,700View SEC Filing Icon  
12/5/2025Brian O'CaseyCEOSell1,351$16.44$22,210.44504,066View SEC Filing Icon  
11/28/2025Brian O'CaseyCEOSell99$17.00$1,683.00505,417View SEC Filing Icon  
11/26/2025Brian O'CaseyCEOSell40$17.00$680.00505,516View SEC Filing Icon  
11/10/2025Brian O'CaseyCEOSell370$17.00$6,290.00505,556View SEC Filing Icon  
8/29/2025Brian O'CaseyCEOSell6,750$18.00$121,500.00505,926View SEC Filing Icon  
9/11/2023John Porter MontgomeryCOOSell827$9.90$8,187.3075,816View SEC Filing Icon  
9/6/2023John Porter MontgomeryCOOSell840$9.90$8,316.0076,143View SEC Filing Icon  
8/9/2023Leah BennettInsiderSell850$10.97$9,324.5037,962View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Westwood Holdings Group (NYSE:WHG)

56.64% of Westwood Holdings Group stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at WHG by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Westwood Holdings Group Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2026Empowered Funds LLC38,337$0.66M0.0%+9.6%0.407%Search for SEC Filing on Google Icon
2/18/2026Bridgeway Capital Management LLC93,789$1.61M0.0%+3.7%0.997%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC12,396$0.21M0.0%+10.6%0.132%Search for SEC Filing on Google Icon
2/13/2026State Street Corp86,726$1.51M0.0%+6.7%0.922%Search for SEC Filing on Google Icon
2/13/2026De Lisle Partners LLP58,920$1.02M0.1%-19.2%0.626%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN10,032$0.17M0.0%+39.9%0.107%Search for SEC Filing on Google Icon
2/12/2026Renaissance Technologies LLC373,458$6.43M0.0%-3.9%3.970%Search for SEC Filing on Google Icon
2/12/2026Dimensional Fund Advisors LP274,516$4.72M0.0%+0.5%2.918%Search for SEC Filing on Google Icon
2/11/2026Empowered Funds LLC38,337$0.66M0.0%+9.6%0.407%Search for SEC Filing on Google Icon
2/10/2026Goldman Sachs Group Inc.11,543$0.20M0.0%N/A0.123%Search for SEC Filing on Google Icon
2/9/2026Geode Capital Management LLC163,166$2.81M0.0%+0.6%1.734%Search for SEC Filing on Google Icon
2/5/2026Gamco Investors INC. ET AL443,800$7.64M0.1%N/A4.716%Search for SEC Filing on Google Icon
2/3/2026Garner Asset Management Corp124,306$2.14M0.8%-8.1%1.321%Search for SEC Filing on Google Icon
1/30/2026North Star Investment Management Corp.371,993$6.40M0.4%+1.2%3.953%Search for SEC Filing on Google Icon
1/28/2026Peapod Lane Capital LLC88,680$1.53M1.3%+0.7%0.942%Search for SEC Filing on Google Icon
1/15/2026Allspring Global Investments Holdings LLC606,812$10.70M0.0%+2.2%6.450%Search for SEC Filing on Google Icon
1/1/2026JPMorgan Chase & Co.10,191$0.17M0.0%+35.2%0.108%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE58,026$0.96M0.0%-7.4%0.617%Search for SEC Filing on Google Icon
11/14/2025Bridgeway Capital Management LLC90,421$1.49M0.0%+4.4%0.961%Search for SEC Filing on Google Icon
11/13/2025Sei Investments Co.17,495$0.29M0.0%+33.3%0.186%Search for SEC Filing on Google Icon
11/12/2025Gabelli Funds LLC77,206$1.27M0.0%-2.5%0.821%Search for SEC Filing on Google Icon
11/12/2025Dimensional Fund Advisors LP273,088$4.50M0.0%-1.9%2.903%Search for SEC Filing on Google Icon
11/10/2025Peapod Lane Capital LLC88,038$1.45M1.3%+1.1%0.936%Search for SEC Filing on Google Icon
11/10/2025Garner Asset Management Corp135,211$2.23M0.9%+1.5%1.437%Search for SEC Filing on Google Icon
11/7/2025Vanguard Group Inc.397,265$6.55M0.0%+2.9%4.223%Search for SEC Filing on Google Icon
11/7/2025JPMorgan Chase & Co.10,191$0.17M0.0%+35.2%0.108%Search for SEC Filing on Google Icon
11/7/2025Settian Capital LP470,515$7.76M5.3%+9.4%5.001%Search for SEC Filing on Google Icon
11/6/2025Rhumbline Advisers7,384$0.12M0.0%-21.8%0.078%Search for SEC Filing on Google Icon
11/3/2025New York State Common Retirement Fund3,600$59K0.0%-42.9%0.038%Search for SEC Filing on Google Icon
10/20/2025Allspring Global Investments Holdings LLC593,753$9.80M0.0%+0.9%6.310%Search for SEC Filing on Google Icon
8/15/2025Bridgeway Capital Management LLC86,620$1.35M0.0%+2.9%0.921%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE62,650$0.98M0.0%+3.8%0.666%Search for SEC Filing on Google Icon
8/14/2025Raymond James Financial Inc.5,425$85K0.0%N/A0.058%Search for SEC Filing on Google Icon
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,070$63K0.0%N/A0.043%Search for SEC Filing on Google Icon
8/14/2025Sei Investments Co.13,129$0.21M0.0%-7.1%0.140%Search for SEC Filing on Google Icon
8/13/2025Gabelli Funds LLC79,206$1.24M0.0%-8.8%0.842%Search for SEC Filing on Google Icon
8/13/2025Gamco Investors INC. ET AL444,000$6.93M0.1%-2.0%4.718%Search for SEC Filing on Google Icon
8/13/2025New York State Common Retirement Fund6,300$98K0.0%N/A0.067%Search for SEC Filing on Google Icon
8/13/2025Garner Asset Management Corp133,184$2.08M1.0%-9.0%1.415%Search for SEC Filing on Google Icon
8/13/2025Russell Investments Group Ltd.48,223$0.75M0.0%-74.6%0.512%Search for SEC Filing on Google Icon
8/12/2025JPMorgan Chase & Co.7,537$0.12M0.0%+1,277.9%0.080%Search for SEC Filing on Google Icon
8/8/2025Geode Capital Management LLC161,205$2.52M0.0%+141.0%1.719%Search for SEC Filing on Google Icon
8/7/2025Connor Clark & Lunn Investment Management Ltd.11,395$0.18M0.0%-15.3%0.121%Search for SEC Filing on Google Icon
8/6/2025Settian Capital LP430,008$6.71M4.7%N/A4.584%Search for SEC Filing on Google Icon
8/5/2025Prosperity Consulting Group LLC16,787$0.26M0.0%-3.8%0.179%Search for SEC Filing on Google Icon
7/31/2025Peapod Lane Capital LLC87,068$1.36M1.4%-30.2%0.928%Search for SEC Filing on Google Icon
7/25/2025Allspring Global Investments Holdings LLC588,720$9.29M0.0%+0.2%6.276%Search for SEC Filing on Google Icon
7/15/2025North Star Investment Management Corp.367,460$5.73M0.4%+1.5%3.917%Search for SEC Filing on Google Icon
6/27/2025Goldman Sachs Group Inc.13,148$0.21M0.0%N/A0.140%Search for SEC Filing on Google Icon
5/19/2025Jane Street Group LLC22,582$0.37M0.0%N/A0.241%Search for SEC Filing on Google Icon
5/16/2025Empowered Funds LLC28,751$0.47M0.0%+8.7%0.307%Search for SEC Filing on Google Icon
5/16/2025Goldman Sachs Group Inc.13,148$0.21M0.0%N/A0.140%Search for SEC Filing on Google Icon
5/16/2025Ancora Advisors LLC12,812$0.21M0.0%-46.6%0.137%Search for SEC Filing on Google Icon
5/14/2025Gamco Investors INC. ET AL453,180$7.34M0.1%+1.5%4.831%Search for SEC Filing on Google Icon
5/13/2025Russell Investments Group Ltd.189,516$3.07M0.0%-0.7%2.020%Search for SEC Filing on Google Icon
5/12/2025Connor Clark & Lunn Investment Management Ltd.13,459$0.22M0.0%-8.1%0.143%Search for SEC Filing on Google Icon
5/7/2025Prosperity Consulting Group LLC17,454$0.28M0.0%-7.8%0.186%Search for SEC Filing on Google Icon
5/6/2025Garner Asset Management Corp146,408$2.37M1.0%+4.0%1.561%Search for SEC Filing on Google Icon
4/30/2025Peapod Lane Capital LLC124,754$2.02M2.3%-28.5%1.330%Search for SEC Filing on Google Icon
4/24/2025Allspring Global Investments Holdings LLC587,255$9.38M0.0%+0.2%6.261%Search for SEC Filing on Google Icon
3/17/2025Wealth Enhancement Advisory Services LLC14,069$0.20M0.0%-5.3%0.150%Search for SEC Filing on Google Icon
2/17/2025Millennium Management LLC10,086$0.15M0.0%N/A0.109%Search for SEC Filing on Google Icon
2/17/2025Deprince Race & Zollo Inc.327,929$4.76M0.1%-28.3%3.538%Search for SEC Filing on Google Icon
2/17/2025Bank of America Corp DE60,875$0.88M0.0%+1.0%0.657%Search for SEC Filing on Google Icon
2/17/2025Ancora Advisors LLC24,012$0.35M0.0%N/A0.259%Search for SEC Filing on Google Icon
2/17/2025683 Capital Management LLC22,178$0.32M0.0%N/A0.239%Search for SEC Filing on Google Icon
2/14/2025Northern Trust Corp37,570$0.55M0.0%+29.5%0.405%Search for SEC Filing on Google Icon
2/14/2025Prosperity Consulting Group LLC18,936$0.28M0.0%-3.6%0.204%Search for SEC Filing on Google Icon
2/14/2025Dimensional Fund Advisors LP258,805$3.76M0.0%+4.0%2.792%Search for SEC Filing on Google Icon
2/13/2025GABELLI & Co INVESTMENT ADVISERS INC.11,000$0.16M0.0%N/A0.119%Search for SEC Filing on Google Icon
2/13/2025Gabelli Funds LLC86,811$1.26M0.0%-13.5%0.936%Search for SEC Filing on Google Icon
2/13/2025Barclays PLC3,054$44K0.0%+180.7%0.033%Search for SEC Filing on Google Icon
2/13/2025Garner Asset Management Corp140,753$2.01M0.9%+11.4%1.518%Search for SEC Filing on Google Icon
2/13/2025Renaissance Technologies LLC420,128$6.10M0.0%-2.8%4.532%Search for SEC Filing on Google Icon
2/13/2025Russell Investments Group Ltd.190,896$2.77M0.0%-31.9%2.059%Search for SEC Filing on Google Icon
1/29/2025Peapod Lane Capital LLC174,546$2.53M2.5%N/A1.883%Search for SEC Filing on Google Icon
1/29/2025Allspring Global Investments Holdings LLC585,843$8.74M0.0%+0.3%6.320%Search for SEC Filing on Google Icon
1/28/2025Empowered Funds LLC26,460$0.38M0.0%+5.4%0.285%Search for SEC Filing on Google Icon
1/10/2025Wealth Enhancement Advisory Services LLC27,861$0.40M0.0%+87.5%0.300%Search for SEC Filing on Google Icon
11/18/2024Arete Wealth Advisors LLC20,427$0.29M0.0%+11.9%0.220%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC65,555$0.93M0.0%-7.3%0.707%Search for SEC Filing on Google Icon
11/14/2024De Lisle Partners LLP68,680$0.97M0.2%+131.4%0.741%Search for SEC Filing on Google Icon
11/12/2024Garner Asset Management Corp126,326$1.79M0.8%+8.0%1.362%Search for SEC Filing on Google Icon
11/8/2024King Luther Capital Management Corp184,990$2.63M0.0%-22.5%1.996%Search for SEC Filing on Google Icon
11/8/2024Connor Clark & Lunn Investment Management Ltd.14,191$0.20M0.0%-5.8%0.153%Search for SEC Filing on Google Icon
11/6/2024Empowered Funds LLC25,107$0.36M0.0%+5.0%0.271%Search for SEC Filing on Google Icon
10/30/2024North Star Investment Management Corp.358,978$5.10M0.4%+1.4%3.866%Search for SEC Filing on Google Icon
10/19/2024Allspring Global Investments Holdings LLC584,118$8.29M0.0%+2.2%6.272%Search for SEC Filing on Google Icon
8/15/2024Deprince Race & Zollo Inc.459,320$5.60M0.1%+2.9%4.932%Search for SEC Filing on Google Icon
8/12/2024Garner Asset Management Corp116,937$1.42M0.7%+85.4%1.256%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC443,951$5.41M0.0%-2.1%4.779%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP243,897$2.97M0.0%+2.4%2.625%Search for SEC Filing on Google Icon
8/8/2024Prosperity Consulting Group LLC26,608$0.32M0.0%-38.9%0.286%Search for SEC Filing on Google Icon
7/26/2024Allspring Global Investments Holdings LLC571,438$6.96M0.0%-0.2%6.138%Search for SEC Filing on Google Icon
5/17/2024Garner Asset Management Corp63,067$0.78M0.4%+4.4%0.677%Search for SEC Filing on Google Icon
5/15/2024Gabelli Funds LLC104,673$1.29M0.0%+5.2%1.124%Search for SEC Filing on Google Icon
5/15/2024Gamco Investors INC. ET AL458,000$5.64M0.1%+2.1%4.919%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.242,324$2.99M0.0%+16.7%2.603%Search for SEC Filing on Google Icon
5/7/2024Empowered Funds LLC22,281$0.28M0.0%+7.6%0.239%Search for SEC Filing on Google Icon
5/1/2024Prosperity Consulting Group LLC43,579$0.54M0.1%N/A0.467%Search for SEC Filing on Google Icon
Data available starting January 2016

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Westwood Holdings Group logo
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
Read More on Westwood Holdings Group

Today's Range

Now: $15.90
Low: $15.63
High: $16.09

50 Day Range

MA: $17.15
Low: $14.89
High: $18.71

52 Week Range

Now: $15.90
Low: $14.37
High: $18.99

Volume

7,480 shs

Average Volume

11,007 shs

Market Capitalization

$150.80 million

P/E Ratio

20.13

Dividend Yield

3.91%

Beta

0.72

Who are the company insiders with the largest holdings of Westwood Holdings Group?

Westwood Holdings Group's top insider shareholders include:
  1. Brian O Casey (CEO)
  2. Adrian Helfert (Insider)
  3. Fabian Gomez (President)
  4. Matthew Lockridge (Insider)
  5. Murray Forbes III (CFO)
Learn More about top insider investors at Westwood Holdings Group.

Who are the major institutional investors of Westwood Holdings Group?

Westwood Holdings Group's top institutional shareholders include:
  1. Allspring Global Investments Holdings LLC — 6.45%
  2. Gamco Investors INC. ET AL — 4.72%
  3. Renaissance Technologies LLC — 3.97%
  4. North Star Investment Management Corp. — 3.95%
  5. Dimensional Fund Advisors LP — 2.92%
  6. Geode Capital Management LLC — 1.73%
Learn More about top institutional investors of Westwood Holdings Group stock.

Which major investors are selling Westwood Holdings Group stock?

During the previous quarter, WHG stock was sold by these institutional investors:
  1. Renaissance Technologies LLC
  2. De Lisle Partners LLP
  3. Garner Asset Management Corp
In the previous year, company insiders that have sold Westwood Holdings Group company stock include:
  1. Brian O Casey (CEO)
  2. Adrian Helfert (Insider)
  3. Fabian Gomez (President)
  4. Matthew Lockridge (Insider)
  5. Murray Forbes III (CFO)
Learn More investors selling Westwood Holdings Group stock.

Which major investors are buying Westwood Holdings Group stock?

Within the previous quarter, WHG stock was acquired by institutional investors including:
  1. Gamco Investors INC. ET AL
  2. Allspring Global Investments Holdings LLC
  3. Goldman Sachs Group Inc.
  4. State Street Corp
  5. North Star Investment Management Corp.
  6. Empowered Funds LLC
  7. Bridgeway Capital Management LLC
  8. Empowered Funds LLC