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

WHG ranks #5284 out of 37696 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.

True Wealth Design, LLC has added to its WHG position for two straight quarters, increasing it by $188.0 to reach $205.0 today.

WHG is up 1.8% today, and institutions have been net buyers of $3.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

WHG posted net income of $7.9M over the trailing twelve months, and currently trades at a P/E of 21.4.

• 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