WHG
Westwood Holdings Group IncNYSE
Financial Services • Asset Management
Updated 1 day ago
Coverage ready
Factor tilt: Anti-Value Micro Cap
$19.07+1.82%
Close Oct 13, 2026
- Market cap
- $169.84M
- 1 month
- +2.9%
- 3 months
- -4.3%
- 1 year
- +17.6%
- 52-week range
- $14.76$20.34
- Dividend, last 12 mo
- $0.60 · 3.15% yield
- Last ex-date
- Sep 1, 2026 · $0.15
- Short interest
- 1.7% of float102.4K shares · settled Sep 30, 2026 · -4.8% since Sep 15, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $101.7M
- Net income
- $7.87M
- Free cash flow
- —
- Book value
- $126.34M
- Total debt
- —
- P/E
- 21.6×
- Price / sales
- 1.7×
- Price / book
- 1.3×
- FCF yield
- —
- Net margin
- +7.7%
EODHD (TTM) · as of Oct 13, 2026
End-of-day close from stored market data, not a live quote.
Portfolio context
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Loading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
Smart money context
Holder IQ: MEDIUM
9 top institutions tracked
as of 2026-Q2 (filed 2026-09-22)
Last 13F trend: unchanged (light)
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Sentiment: unknown
No recent insider trades detected.
Red flags: 27
Largest 13-F holders · Q2 2026
70 filers reported a long position in WHG for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Allspring Global Investments Holdings, LLC | $11.4M | 592.6K | -3.4% |
| BlackRock, Inc. | $11.2M | 582.2K | +14.3% |
| WESTWOOD HOLDINGS GROUP INC | $9.9M | 519K | +16.8% |
| Settian Capital LP | $9M | 470.5K | Unchanged |
| GAMCO INVESTORS, INC. ET AL | $8.5M | 443.8K | Unchanged |
| North Star Investment Management Corp. | $7.4M | 387.8K | +1.8% |
| RENAISSANCE TECHNOLOGIES LLC | $6.3M | 328.6K | -6.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.3M | 327K | +2% |
| DIMENSIONAL FUND ADVISORS LP | $5.5M | 284.4K | +1.7% |
| KING LUTHER CAPITAL MANAGEMENT CORP | $3.5M | 185K | Unchanged |
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