Westwood Holdings Group Inc (WHG) Institutional Holdings & 13F Data (Q2 2026)

WHG ranks #5277 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

WHG is a top-conviction position for Settian Capital LP — at 5.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in WHG belongs to Allspring Global Investments Holdings, LLC, but the position matters far more to Settian Capital LP, who has 5.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Sei Investments Co has added to its WHG position for two straight quarters, increasing it by $359.4K to reach $774.4K today.

Garner Asset Management Corp has trimmed its WHG position for two straight quarters, cutting it by $330.3K while still holding $1.8M.

WHG is down 0.3% today, but institutions show net buying of $3.7M this quarter — a divergence between today's price move and the underlying institutional flow.

WHG posted net income of $7.9M over the trailing twelve months, and currently trades at a P/E of 22.2.

• Profitable — net income of $7.9M over the trailing twelve months
• Revenue grew 6.3% year over year
• Net income improved year over year, from -$2.8M to $7.9M
• Generated $18.9M in positive operating cash flow
• Liabilities run 0.28x equity — within a conventional range