WHG

WESTWOOD HOLDINGS GROUP INC

Investment AdviceNYSENon-accelerated filer<br>Smaller reporting company

Total Trades

Buys

Sells

Largest Trade

N/A

Insiders

Institutional Funds

Inst. Value

$1M+

Activist Filings

Insider Trades

Insider	Title	Type	Value	Shares	Price	Date
CASEY BRIAN O	CEO	SELL	$100K–$500K	8K	$16.55	Dec 11, 2025
CASEY BRIAN O	CEO	SELL	$15K–$50K	2K	$16.41	Dec 11, 2025
CASEY BRIAN O	CEO	SELL	$15K–$50K	2K	$16.45	Dec 9, 2025
CASEY BRIAN O	CEO	SELL	$15K–$50K	1K	$16.44	Dec 8, 2025
CASEY BRIAN O	CEO	SELL	$1K–$15K	139	$17.00	Dec 1, 2025
CASEY BRIAN O	CEO	SELL	$1K–$15K	370	$17.00	Nov 12, 2025
CASEY BRIAN O	CEO	SELL	$100K–$500K	7K	$18.00	Sep 3, 2025
Gomez Fabian	President	SELL	$100K–$500K	7K	$15.50	Jun 5, 2025
Montgomery John Porter	COO	SELL	$15K–$50K	2K	$9.90	Sep 12, 2023
Bennett Leah	President-Westwood…	SELL	$1K–$15K	850	$10.97	Aug 11, 2023
Bennett Leah	President-Westwood…	SELL	$15K–$50K	2K	$12.90	Mar 16, 2023
Lockridge Matthew	Head	SELL	$15K–$50K	2K	$13.42	Mar 10, 2023
Lockridge Matthew	Head	SELL	$15K–$50K	3K	$13.91	Mar 8, 2023
Bennett Leah	President-Westwood…	SELL	$1K–$15K	240	$10.60	Feb 24, 2023
Bennett Leah	President-Westwood…	GRANT	N/A	16K	—	Feb 24, 2023
Lockridge Matthew	Head	GRANT	N/A	34K	—	Feb 24, 2023
Lockridge Matthew	Head	SELL	$50K–$100K	7K	$11.70	Feb 24, 2023
JCP Investment Management, LLC	Insider	SELL	$100K–$500K	24K	$15.69	Jun 13, 2022
Bennett Leah	President-Westwood…	SELL	$15K–$50K	3K	$14.95	Jun 8, 2022

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13F filings as of Dec 31, 2025 · 49 funds holding

Fund	Shares	Value	Type
Settian Capital LP	471K	$1M+	SH
GAMCO INVESTORS, INC. ET AL	444K	$1M+	SH
RENAISSANCE TECHNOLOGIES LLC	373K	$1M+	SH
North Star Investment Management Corp.	372K	$1M+	SH
VANGUARD GROUP INC	355K	$1M+	SH
DIMENSIONAL FUND ADVISORS LP	262K	$1M+	SH
KING LUTHER CAPITAL MANAGEMENT CORP	185K	$1M+	SH
GEODE CAPITAL MANAGEMENT, LLC	141K	$1M+	SH
Garner Asset Management Corp	124K	$1M+	SH
AEGIS FINANCIAL CORP	100K	$1M+	SH
Peapod Lane Capital LLC	89K	$1M+	SH
STATE STREET CORP	87K	$1M+	SH
GABELLI FUNDS LLC	77K	$1M+	SH
De Lisle Partners LLP	59K	$1M+	SH
Empowered Funds, LLC	38K	$500K+	SH
LEVIN CAPITAL STRATEGIES, L.P.	26K	$100K–$500K	SH
SEI INVESTMENTS CO	24K	$100K–$500K	SH
Arete Wealth Advisors, LLC	20K	$100K–$500K	SH
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	18K	$100K–$500K	SH
Prosperity Consulting Group, LLC	15K	$100K–$500K	SH