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Ownership — WHG
Institutional Holdings
Insider Transactions
US Institutional Ownership
55.2%
Institution
Shares
Value
Ownership %
Change
Filing Date
Allspring Global Investments Holdings, LLC
592.6K
$11.0M
6.65%
-20.5K
2026-06-30
BlackRock, Inc.
582.2K
$11.0M
6.54%
+72.8K
2026-06-30
Westwood Holdings Group Inc
519.0K
$9.0M
5.83%
+74.7K
2026-06-30
Settian Capital LP
470.5K
$9.0M
5.28%
--
2026-06-30
North Star Investment Management Corp.
387.8K
$7.0M
4.35%
+7.0K
2026-06-30
Renaissance Technologies LLC
328.6K
$6.0M
3.69%
-22.2K
2026-06-30
Vanguard Capital Management LLC
327.0K
$6.0M
3.67%
+6.5K
2026-06-30
Dimensional Fund Advisors LP
284.4K
$5.0M
3.19%
+4.8K
2026-06-30
King Luther Capital Management Corp
185.0K
$3.0M
2.08%
--
2026-06-30
Geode Capital Management, LLC
172.5K
$3.0M
1.94%
+12.2K
2026-06-30
Aegis Financial Corp
99.9K
$1.0M
1.12%
--
2026-06-30
Bridgeway Capital Management, LLC
99.5K
$1.0M
1.12%
+2.1K
2026-06-30
Garner Asset Management Corp
94.4K
$1.0M
1.06%
-16.6K
2026-06-30
State Street Corp
87.0K
$1.0M
0.98%
-1.4K
2026-06-30
Peapod Lane Capital LLC
80.1K
$1.0M
0.90%
+1.3K
2026-06-30
Northern Trust Corp
55.5K
$1.0M
0.62%
-13.7K
2026-06-30
Vanguard Portfolio Management LLC
50.0K
--
0.56%
+7.1K
2026-06-30
De Lisle Partners LLP
50.0K
--
0.56%
-8.2K
2026-06-30
Vanguard Fiduciary Trust Co
46.9K
--
0.53%
+500
2026-06-30
Bank of America Corp
46.3K
--
0.52%
-9.5K
2026-06-30
Empowered Funds, LLC
44.0K
--
0.49%
+2.1K
2026-06-30
Sei Investments Co
40.4K
--
0.45%
+8.8K
2026-06-30
Levin Capital Strategies, L.P.
25.5K
--
0.29%
--
2026-06-30
Price T Rowe Associates Inc
22.4K
--
0.25%
+4.3K
2026-06-30
Morgan Stanley
21.6K
--
0.24%
+5.8K
2026-06-30
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