Back to stocks
WHG
Westwood Holdings Group, Inc.
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
17
Partial Q3 2026
Total 13F value
$10.5M
Filed positions so far
New positions
6
This quarter
Sold positions
2
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
North Star Investment Management Corp. | $7.2M | 388.7K | 0.39% | +0.2% |
Peapod Lane Capital Llc | $1.4M | 75.1K | 1.04% | -6.2% |
Garner Asset Management Corp | $1.3M | 70.1K | 0.44% | -25.8% |
Advisor Os, Llc | $309K | 16.6K | 0.02% | -16.4% |
Independent Financial Group, Llc | $246K | 13.2K | 0.00% | New Position |
Sterling Capital Management Llc | $3K | 147 | 0.00% | +5.8% |
Mather Group, Llc. | $2K | 86 | 0.00% | New Position |
Covestor Ltd | $1K | 45 | 0.00% | Unchanged |
Essential Partners Llc | $428 | 23 | 0.00% | -8.0% |
Sjs Investment Consulting Inc. | $299 | 16 | 0.00% | New Position |
True Wealth Design, Llc | $205 | 11 | 0.00% | +120.0% |
Root Financial Partners, Llc | $93 | 5 | 0.00% | New Position |
Farther Finance Advisors, Llc | $75 | 4 | 0.00% | +300.0% |
Gamma Investing Llc | $75 | 4 | 0.00% | New Position |
Ifp Advisors, Inc | $56 | 3 | 0.00% | New Position |
Sbi Securities Co., Ltd. | $37 | 2 | 0.00% | -90.0% |
Fny Investment Advisers, Llc | $0 | 50 | 0.00% | Unchanged |