CUSIP 961765104
WESTWOOD HLDGS GROUP INC
84 institutions · $86.0M total · 5,084,669 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | 606,582 | $10.7M | 11.92% | 2025-12-31 |
| 2 | Settian Capital LP | 470,515 | $8.1M | 9.25% | 2025-12-31 |
| 3 | GAMCO INVESTORS, INC. ET AL | 443,800 | $7.6M | 8.72% | 2025-12-31 |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 373,458 | $6.4M | 7.34% | 2025-12-31 |
| 5 | North Star Investment Management Corp. | 371,993 | $6.4M | 7.31% | 2025-12-31 |
| 6 | VANGUARD GROUP INC | 355,399 | $6.1M | 6.98% | 2025-12-31 |
| 7 | DIMENSIONAL FUND ADVISORS LP | 262,080 | $4.5M | 5.15% | 2025-12-31 |
| 8 | DEPRINCE RACE & ZOLLO INC | 277,419 | $4.5M | 5.45% | 2025-03-31 |
| 9 | BlackRock, Inc. | 240,583 | $4.1M | 4.73% | 2025-12-31 |
| 10 | KING LUTHER CAPITAL MANAGEMENT CORP | 185,000 | $3.2M | 3.63% | 2025-12-31 |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 141,144 | $2.4M | 2.77% | 2025-12-31 |
| 12 | Garner Asset Management Corp | 124,306 | $2.1M | 2.44% | 2025-12-31 |
| 13 | AEGIS FINANCIAL CORP | 99,926 | $1.7M | 1.96% | 2025-12-31 |
| 14 | Allred Capital Management, LLC | 103,873 | $1.6M | 2.04% | 2025-06-30 |
| 15 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 93,789 | $1.6M | 1.84% | 2025-12-31 |
| 16 | Peapod Lane Capital LLC | 88,680 | $1.5M | 1.74% | 2025-12-31 |
| 17 | STATE STREET CORP | 86,726 | $1.5M | 1.70% | 2025-12-31 |
| 18 | GABELLI FUNDS LLC | 77,206 | $1.3M | 1.51% | 2025-12-31 |
| 19 | MILLENNIUM MANAGEMENT LLC | 76,820 | $1.2M | 1.51% | 2025-03-31 |
| 20 | De Lisle Partners LLP | 58,920 | $1.0M | 1.15% | 2025-12-31 |
| 21 | NORTHERN TRUST CORP | 52,873 | $909.9K | 1.03% | 2025-12-31 |
| 22 | Empowered Funds, LLC | 38,337 | $659.8K | 0.75% | 2025-12-31 |
| 23 | BANK OF AMERICA CORP /DE/ | 34,675 | $571.8K | 0.68% | 2025-12-31 |
| 24 | LEVIN CAPITAL STRATEGIES, L.P. | 25,508 | $439.0K | 0.50% | 2025-12-31 |
| 25 | SEI INVESTMENTS CO | 24,116 | $415.0K | 0.47% | 2025-12-31 |
| 26 | Marquette Asset Management, LLC | 25,735 | $373.4K | 0.50% | 2024-12-31 |
| 27 | JANE STREET GROUP, LLC | 22,582 | $365.8K | 0.44% | 2025-03-31 |
| 28 | 683 Capital Management, LLC | 22,178 | $321.8K | 0.43% | 2024-12-31 |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18,344 | $315.7K | 0.36% | 2025-12-31 |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,098 | $282.3K | 0.35% | 2025-06-30 |
| 31 | Qube Research & Technologies Ltd | 19,441 | $282.1K | 0.38% | 2024-12-31 |
| 32 | Prosperity Consulting Group, LLC | 15,277 | $262.9K | 0.30% | 2025-12-31 |
| 33 | Bank of New York Mellon Corp | 15,254 | $262.5K | 0.29% | 2025-12-31 |
| 34 | Connor, Clark & Lunn Investment Management Ltd. | 13,757 | $236.8K | 0.27% | 2025-12-31 |
| 35 | BARCLAYS PLC | 14,794 | $230.8K | 0.29% | 2025-12-31 |
| 36 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14,069 | $204.1K | 0.27% | 2025-03-31 |
| 37 | GOLDMAN SACHS GROUP INC | 11,543 | $198.7K | 0.22% | 2025-12-31 |
| 38 | MORGAN STANLEY | 11,383 | $195.9K | 0.22% | 2025-12-31 |
| 39 | CITADEL ADVISORS LLC | 13,048 | $189.3K | 0.25% | 2024-12-31 |
| 40 | GABELLI & Co INVESTMENT ADVISERS, INC. | 10,500 | $180.7K | 0.20% | 2025-12-31 |
| 41 | Cerity Partners LLC | 10,374 | $178.5K | 0.20% | 2025-12-31 |
| 42 | Ancora Advisors LLC | 10,009 | $156.1K | 0.19% | 2025-06-30 |
| 43 | WELLS FARGO & COMPANY/MN | 7,999 | $137.7K | 0.15% | 2025-12-31 |
| 44 | DEUTSCHE BANK AG\ | 8,261 | $136.2K | 0.16% | 2025-09-30 |
| 45 | RHUMBLINE ADVISERS | 5,765 | $99.2K | 0.11% | 2025-12-31 |
| 46 | JPMORGAN CHASE & CO | 5,609 | $96.5K | 0.11% | 2025-12-31 |
| 47 | RAYMOND JAMES FINANCIAL INC | 4,425 | $69.0K | 0.08% | 2025-06-30 |
| 48 | NEW YORK STATE COMMON RETIREMENT FUND | 3,600 | $62.0K | 0.07% | 2025-12-31 |
| 49 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,492 | $60.1K | 0.06% | 2025-12-31 |
| 50 | UBS Group AG | 2,746 | $47.3K | 0.05% | 2025-12-31 |
| 51 | BNP PARIBAS FINANCIAL MARKETS | 1,935 | $33.3K | 0.03% | 2025-12-31 |
| 52 | Police & Firemen's Retirement System of New Jersey | 1,901 | $32.7K | 0.03% | 2025-12-31 |
| 53 | Ameritas Investment Partners, Inc. | 761 | $13.1K | 0.01% | 2025-12-31 |
| 54 | Legal & General Group Plc | 675 | $11.6K | 0.01% | 2025-12-31 |
| 55 | OSAIC HOLDINGS, INC. | 671 | $11.6K | 0.01% | 2025-12-31 |
| 56 | Russell Investments Group, Ltd. | 617 | $10.6K | 0.01% | 2025-12-31 |
| 57 | Tower Research Capital LLC (TRC) | 604 | $10.4K | 0.01% | 2025-12-31 |
| 58 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 457 | $7.9K | 0.00% | 2025-12-31 |
| 59 | Sterling Capital Management LLC | 429 | $7.4K | 0.00% | 2025-12-31 |
| 60 | Royal Bank of Canada | 400 | $7.0K | 0.00% | 2025-12-31 |
| 61 | NewEdge Advisors, LLC | 309 | $5.3K | 0.00% | 2025-12-31 |
| 62 | CITIGROUP INC | 169 | $2.9K | 0.00% | 2025-12-31 |
| 63 | FMR LLC | 142 | $2.4K | 0.00% | 2025-12-31 |
| 64 | Keating Financial Advisory Services, Inc. | 132 | $2.3K | 0.00% | 2025-12-31 |
| 65 | Cullen/Frost Bankers, Inc. | 133 | $1.9K | 0.00% | 2024-12-31 |
| 66 | PNC Financial Services Group, Inc. | 96 | $1.7K | 0.00% | 2025-12-31 |
| 67 | Rockefeller Capital Management L.P. | 74 | $1.3K | 0.00% | 2025-12-31 |
| 68 | Farther Finance Advisors, LLC | 66 | $1.1K | 0.00% | 2025-12-31 |
| 69 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 51 | $826 | 0.00% | 2025-03-31 |
| 70 | GAMMA Investing LLC | 42 | $693 | 0.00% | 2025-09-30 |
| 71 | MAI Capital Management | 34 | $586 | 0.00% | 2025-12-31 |
| 72 | Arete Wealth Advisors, LLC | 20,220 | $348 | 0.39% | 2025-12-31 |
| 73 | SBI Securities Co., Ltd. | 20 | $344 | 0.00% | 2025-12-31 |
| 74 | PRICE T ROWE ASSOCIATES INC /MD/ | 16,622 | $287 | 0.32% | 2025-12-31 |
| 75 | HRT FINANCIAL LP | 15,786 | $255 | 0.31% | 2025-03-31 |
| 76 | Arax Advisory Partners | 3 | $49 | 0.00% | 2025-09-30 |
| 77 | IFP Advisors, Inc | 0 | $49 | 0.00% | 2025-12-31 |
| 78 | True Wealth Design, LLC | 1 | $17 | 0.00% | 2025-09-30 |
| 79 | EverSource Wealth Advisors, LLC | 1 | $17 | 0.00% | 2025-12-31 |
| 80 | AMALGAMATED BANK | 234 | $4 | 0.00% | 2025-12-31 |
| 81 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 82 | FNY Investment Advisers, LLC | 50 | $0 | 0.00% | 2025-12-31 |
| 83 | CWM, LLC | 15 | $0 | 0.00% | 2025-12-31 |
| 84 | Covestor Ltd | 8 | $0 | 0.00% | 2025-12-31 |