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The company

Westwood Holdings Group Inc

WHG · NYSE

FinancialsCapital Markets & Asset ManagementIn trend

WHG stood above a rising 150-day average in 34 of the last 52 weekly readings, including each of the last 19 weeks. It is 3.7% above that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).

SEC filings

Statistics

Rotation: In trend
Weeks in an uptrend: 19 in a row
Industry in uptrend: 27% -9 in 4 wk
Insider buys, 12 months: $0
Insider sales, 12 months: $5.0M
Officials’ trades on record: 0
Institutions holding: 69 (+4)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 34 of 52 weeks.

17 Apr – 16 Oct

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0

Sale orders, 12 months79

Buyers · sellers0 · 7

Who	Did	Shares	Traded
Susan M. ByrneOther	sold	4,481at $19.88	2 Jul 2026filed 7 Jul 2026
Susan M. ByrneOther	sold	3,584at $19.35	1 Jul 2026filed 7 Jul 2026
Susan M. ByrneOther	sold	1,091at $19.17	30 Jun 2026filed 30 Jun 2026
Susan M. ByrneOther	sold	1,091at $19.17	30 Jun 2026filed 1 Jul 2026
Susan M. ByrneOther	sold	7,129at $20.03	29 Jun 2026filed 30 Jun 2026
Susan M. ByrneOther	sold	7,192at $20.03	29 Jun 2026filed 1 Jul 2026
Susan M. ByrneOther	sold	4,274at $19.39	26 Jun 2026filed 30 Jun 2026
Susan M. ByrneOther	sold	4,274at $19.39	26 Jun 2026filed 1 Jul 2026
Susan M. ByrneOther	sold	500at $18.21	25 Jun 2026filed 25 Jun 2026
Susan M. ByrneOther	sold	1,300at $18.32	24 Jun 2026filed 25 Jun 2026
Susan M. ByrneOther	sold	2,500at $18.45	23 Jun 2026filed 25 Jun 2026
Susan M. ByrneOther	sold	1,000at $18.31	22 Jun 2026filed 22 Jun 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders69+4 on the quarter

New · exited9 · 4

Reported value$104.3M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
Allspring Global Investments Holdings, LLCreduced · filed 13 Aug 2026	592,567$11.4M	-20,547−3.4%
BlackRock, Inc.added · filed 7 Aug 2026	582,224$11.2M	+72,809+14.3%
WESTWOOD HOLDINGS GROUP INCadded · filed 14 Aug 2026	518,966$9.9M	+74,721+16.8%
Settian Capital LPunchanged · filed 5 Aug 2026	470,515$9.0M	00.0%
GAMCO INVESTORS, INC. ET ALunchanged · filed 12 Aug 2026	443,800$8.5M	00.0%
North Star Investment Management Corp.added · filed 28 Jul 2026	387,800$7.4M	+6,991+1.8%
RENAISSANCE TECHNOLOGIES LLCreduced · filed 13 Aug 2026	328,558$6.3M	-22,209−6.3%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	327,032$6.3M	+6,516+2.0%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026	284,446$5.5M	+4,761+1.7%
KING LUTHER CAPITAL MANAGEMENT CORPunchanged · filed 10 Aug 2026	185,000$3.5M	00.0%