WHG
WESTWOOD HOLDINGS GROUP INC
$17.43
-0.91%
$165.4M
No data for this timeframe.
Vol
Market Cap$165.4M
Cap SizeMicro Cap
Inst. Holders33 funds
Inst. Value$51.5M
Inst. Activity2 buys / 3 sells
Insider Activity0B / 45S
Insider Net $-$625.9K
SEC Reports4
Press Releases2
Recent Activity
Jun 11, 2026
Insider
BYRNE SUSAN M sold 3,300 shares
$17.43 ($57.5K)
Jun 10, 2026
Insider
BYRNE SUSAN M sold 1,800 shares
$17.55 ($31.6K)
Jun 9, 2026
Insider
BYRNE SUSAN M sold 1,900 shares
$17.46 ($33.2K)
Jun 3, 2026
Press
Westwood Holdings Group announced monthly income distributions for three of its ETFs (MDST, WEEI, YLDW) with annualized
Impact 2/10
Jun 3, 2026
dividend
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)
<p>DALLAS, June 03, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=_
Apr 16, 2026
SEC
Westwood Holdings Group announced it will release Q1 2026 earnings on April 30, 2026, with a subsequent webcast. No fina
PRESS-RELEASE — Impact 3/10
Mar 16, 2026
SEC
Analysis based on filing metadata only — document content was unavailable. The filing is categorized as a CLUSTER, indic
CLUSTER — Impact 3/10
Mar 13, 2026
SEC
Analysis based on filing metadata only — document content was unavailable. This is an insider trading cluster filing for
CLUSTER — Impact 4/10
Latest Reports
NEUTRAL
Press
2/10
Westwood Holdings Group announced monthly income distributions for three of its ETFs (MDST, WEEI, YLDW) with annualized
Jun 3, 2026
NEUTRAL
PRESS-RELEASE
3/10
Westwood Holdings Group announced it will release Q1 2026 earnings on April 30, 2026, with a subsequent webcast. No fina
Apr 16, 2026
NEUTRAL
CLUSTER
3/10
Analysis based on filing metadata only — document content was unavailable. The filing is categorized as a CLUSTER, indic
Mar 16, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Allspring Global Investments Holdings, | $9.7M | — |
| BlackRock, Inc. | $8.4M | — |
| GAMCO INVESTORS, INC. ET | $7.3M | — |
| RENAISSANCE TECHNOLOGIES LLC | $5.8M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.3M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 11, 2026 | BYRNE SUSAN | SELL | $57.5K |
| Jun 10, 2026 | BYRNE SUSAN | SELL | $31.6K |
| Jun 9, 2026 | BYRNE SUSAN | SELL | $33.2K |
| Jun 8, 2026 | BYRNE SUSAN | SELL | $10.4K |
| Jun 5, 2026 | BYRNE SUSAN | SELL | $10.7K |
33 institutional holders with $51.5M total value (3,164,484 shares) as of 2026-Q1. Top holders: Allspring, BlackRock,, GAMCO. Net selling activity: 3 institutions trimmed/exited vs 2 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | 613,114 | $9.7M | 18.9% | — |
| 2 | BlackRock, Inc. | 509,415 | $8.4M | 16.3% | — |
| 3 | GAMCO INVESTORS, INC. ET AL | 443,800 | $7.3M | 14.2% | — |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 350,767 | $5.8M | 11.2% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 320,516 | $5.3M | 10.3% | — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 279,685 | $4.6M | 8.9% | — |
| 7 | KING LUTHER CAPITAL MANAGEMENT CORP | 185,000 | $3.0M | 5.9% | — |
| 8 | STATE STREET CORP | 88,397 | $1.5M | 2.9% | DOUBLED +161.7% |
| 9 | GABELLI FUNDS LLC | 82,210 | $1.4M | 2.6% | — |
| 10 | BANK OF AMERICA CORP /DE/ | 55,856 | $919.9K | 1.8% | — |
| 11 | VANGUARD FIDUCIARY TRUST CO | 46,448 | $765.0K | 1.5% | — |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 42,866 | $706.0K | 1.4% | — |
| 13 | SEI INVESTMENTS CO | 31,659 | $521.4K | 1.0% | ADD +31.3% |
| 14 | MORGAN STANLEY | 15,822 | $260.6K | 0.5% | TRIM -27.4% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15,345 | $252.7K | 0.5% | — |
| 16 | Connor, Clark & Lunn Investment Management Ltd. | 13,786 | $227.1K | 0.4% | — |
| 17 | GOLDMAN SACHS GROUP INC | 12,270 | $202.1K | 0.4% | — |
| 18 | Cerity Partners LLC | 10,407 | $171.4K | 0.3% | — |
| 19 | DEUTSCHE BANK AG\ | 6,685 | $110.1K | 0.2% | — |
| 20 | RHUMBLINE ADVISERS | 5,668 | $93.3K | 0.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| SEI INVESTMENTS CO | ADD | 24,116 | 31,659 | +31.3% | $521.4K | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 1,013 | 617 | -39.1% | $10.2K | 2026-Q1 |
| FMR LLC | TRIM | 175 | 113 | -35.4% | $1.9K | 2026-Q1 |
| CWM, LLC | DOUBLED | 15 | 51 | +240.0% | $840.00 | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | NEAR_EXIT | 96 | 6 | -93.7% | $99.00 | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 17,495 | 24,116 | +37.8% | $415.0K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 7,171 | 10,032 | +39.9% | $172.7K | 2025-Q4 |
| FMR LLC | TRIM | 358 | 175 | -51.1% | $3.0K | 2025-Q4 |
| MORGAN STANLEY | TRIM | 24,323 | 17,659 | -27.4% | $291.2K | 2025-Q3 |
| SEI INVESTMENTS CO | ADD | 13,129 | 17,495 | +33.3% | $288.5K | 2025-Q3 |
| Russell Investments Group, Ltd. | NEAR_EXIT | 48,223 | 829 | -98.3% | $13.7K | 2025-Q3 |
| STATE STREET CORP | DOUBLED | 30,213 | 79,057 | +161.7% | $1.2M | 2025-Q2 |
| Russell Investments Group, Ltd. | TRIM | 189,516 | 48,223 | -74.6% | $752.3K | 2025-Q2 |
| UBS Group AG | DOUBLED | 2,684 | 6,463 | +140.8% | $100.8K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 1,232 | 6,045 | +390.7% | $94.3K | 2025-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 13,200 | 16,622 | +25.9% | $260.00 | 2025-Q2 |
| BARCLAYS PLC | DOUBLED | 1,064 | 14,794 | +1290.4% | $231.00 | 2025-Q2 |
| MORGAN STANLEY | ADD | 9,316 | 18,566 | +99.3% | $300.8K | 2025-Q1 |
| UBS Group AG | DOUBLED | 1,086 | 2,684 | +147.1% | $43.5K | 2025-Q1 |
| Russell Investments Group, Ltd. | TRIM | 280,335 | 190,896 | -31.9% | $2.8M | 2024-Q4 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 14,861 | 27,861 | +87.5% | $395.6K | 2024-Q4 |
| BARCLAYS PLC | DOUBLED | 1,088 | 3,054 | +180.7% | $44.00 | 2024-Q4 |
6 unique insiders with 50 transactions. Net insider value: -$625.9K ($0.00 bought, $625.9K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 11, 2026 | BYRNE SUSAN M | SELL | 3,300 | $17.43 | $57.5K | |
| Jun 10, 2026 | BYRNE SUSAN M | SELL | 1,800 | $17.55 | $31.6K | |
| Jun 9, 2026 | BYRNE SUSAN M | SELL | 1,900 | $17.46 | $33.2K | |
| Jun 8, 2026 | BYRNE SUSAN M | SELL | 607 | $17.11 | $10.4K | |
| Jun 5, 2026 | BYRNE SUSAN M | SELL | 616 | $17.34 | $10.7K | |
| Jun 2, 2026 | BYRNE SUSAN M | SELL | 406 | $16.33 | $6.6K | |
| Jun 1, 2026 | BYRNE SUSAN M | SELL | 1,300 | $16.02 | $20.8K | |
| May 29, 2026 | BYRNE SUSAN M | SELL | 1,124 | $16.40 | $18.4K | |
| May 28, 2026 | BYRNE SUSAN M | SELL | 2,028 | $16.37 | $33.2K | |
| May 27, 2026 | BYRNE SUSAN M | SELL | 1,062 | $16.20 | $17.2K | |
| May 26, 2026 | BYRNE SUSAN M | SELL | 1,666 | $16.21 | $27.0K | |
| May 22, 2026 | BYRNE SUSAN M | SELL | 613 | $16.02 | $9.8K | |
| May 21, 2026 | BYRNE SUSAN M | SELL | 300 | $16.01 | $4.8K | |
| May 20, 2026 | BYRNE SUSAN M | SELL | 206 | $16.01 | $3.3K | |
| May 18, 2026 | BYRNE SUSAN M | SELL | 651 | $16.08 | $10.5K | |
| May 14, 2026 | BYRNE SUSAN M | SELL | 500 | $16.00 | $8.0K | |
| May 13, 2026 | BYRNE SUSAN M | SELL | 300 | $16.01 | $4.8K | |
| May 12, 2026 | BYRNE SUSAN M | SELL | 991 | $16.27 | $16.1K | |
| May 11, 2026 | BYRNE SUSAN M | SELL | 876 | $16.46 | $14.4K | |
| May 8, 2026 | BYRNE SUSAN M | SELL | 600 | $16.17 | $9.7K | |
| May 7, 2026 | BYRNE SUSAN M | SELL | 1,000 | $16.06 | $16.1K | |
| May 6, 2026 | BYRNE SUSAN M | SELL | 260 | $16.09 | $4.2K | |
| May 5, 2026 | BYRNE SUSAN M | SELL | 678 | $16.01 | $10.9K | |
| May 4, 2026 | BYRNE SUSAN M | SELL | 239 | $16.02 | $3.8K | |
| May 1, 2026 | BYRNE SUSAN M | SELL | 478 | $16.22 | $7.8K | |
| Apr 30, 2026 | BYRNE SUSAN M | SELL | 994 | $16.28 | $16.2K | |
| Apr 30, 2026 | MASTERSON ELLEN H | Director | AWARD | 5,780 | — | — |
| Apr 30, 2026 | Bowman Randy A | Director | AWARD | 5,780 | — | — |
| Apr 30, 2026 | Hoak J. Hale | Director | AWARD | 5,780 | — | — |
| Apr 30, 2026 | Murray Katherine | Director | AWARD | 5,780 | — | — |
| Apr 30, 2026 | Ryan Janice | Director | AWARD | 5,780 | — | — |
| Apr 29, 2026 | BYRNE SUSAN M | SELL | 500 | $16.56 | $8.3K | |
| Apr 28, 2026 | BYRNE SUSAN M | SELL | 660 | $16.97 | $11.2K | |
| Apr 27, 2026 | BYRNE SUSAN M | SELL | 733 | $16.66 | $12.2K | |
| Apr 24, 2026 | BYRNE SUSAN M | SELL | 700 | $16.14 | $11.3K | |
| Apr 23, 2026 | BYRNE SUSAN M | SELL | 9 | $17.27 | $155.38 | |
| Apr 22, 2026 | BYRNE SUSAN M | SELL | 294 | $15.85 | $4.7K | |
| Apr 21, 2026 | BYRNE SUSAN M | SELL | 532 | $16.17 | $8.6K | |
| Apr 20, 2026 | BYRNE SUSAN M | SELL | 500 | $16.64 | $8.3K | |
| Apr 17, 2026 | BYRNE SUSAN M | SELL | 700 | $16.36 | $11.5K | |
| Apr 16, 2026 | BYRNE SUSAN M | SELL | 500 | $16.14 | $8.1K | |
| Apr 15, 2026 | BYRNE SUSAN M | SELL | 1,500 | $16.45 | $24.7K | |
| Apr 14, 2026 | BYRNE SUSAN M | SELL | 301 | $16.48 | $5.0K | |
| Apr 13, 2026 | BYRNE SUSAN M | SELL | 1,600 | $16.32 | $26.1K | |
| Apr 10, 2026 | BYRNE SUSAN M | SELL | 900 | $16.11 | $14.5K | |
| Apr 9, 2026 | BYRNE SUSAN M | SELL | 401 | $16.31 | $6.5K | |
| Apr 8, 2026 | BYRNE SUSAN M | SELL | 704 | $16.46 | $11.6K | |
| Apr 6, 2026 | BYRNE SUSAN M | SELL | 700 | $16.31 | $11.4K | |
| Apr 2, 2026 | BYRNE SUSAN M | SELL | 600 | $16.21 | $9.7K | |
| Apr 1, 2026 | BYRNE SUSAN M | SELL | 1,494 | $16.83 | $25.1K |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 3.3/10.
NEUTRAL
PRESS-RELEASE
3/10
Westwood Holdings Group announced it will release Q1 2026 earnings on April 30, 2026, with a subsequ
Apr 16, 2026
NEUTRAL
CLUSTER
3/10
Analysis based on filing metadata only — document content was unavailable. The filing is categorized
Mar 16, 2026
NEUTRAL
CLUSTER
4/10
Analysis based on filing metadata only — document content was unavailable. This is an insider tradin
Mar 13, 2026
NEUTRAL
CLUSTER
3/10
Analysis based on filing metadata only — document content was unavailable. Two insider sales totalin
Mar 13, 2026
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY 2018-12-31 |
$0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 3, 2026
dividend
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)
<p>DALLAS, June 03, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=_6XU2P9FMPBdxVd1DMbXM4BnoT5s_0WF5fVinOrXx121jakP6Op
Apr 30, 2026
earnings
Westwood Holdings Group, Inc. Reports First Quarter 2026 Results
<p align="center">Assets Under Management grew to $18.3 billion, an increase of $0.8 billion<br>Enhanced Income Series™ ETFs surpassed $300 million an
Apr 30, 2026
earnings_calendar
WHG Q1 2026 Earnings Scheduled — 2026-04-30
Apr 16, 2026
earnings
Westwood Holdings Group, Inc. to Host First Quarter 2026 Conference Call/Webcast
<p>DALLAS, April 16, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its first quarter 2026 earnings after the close
Apr 8, 2026
dividend
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)
Westwood Announced Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF