Public ownership evidence

WESTWOOD HOLDINGS GROUP, INC. (WHG) Ownership Disclosures

Read WHG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

WESTWOOD HOLDINGS GROUP, INC.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-08-08
Trade date
2026-06-09
Reporting owners
Ryan Janice
Code
A
Shares
5,889
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0002073865-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read WHG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read WHG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity
2026-08-082026-06-09Ryan JaniceA5,889Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25102$1,954None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,954$102,000None
Empowered Funds, LLC2026-06-302026-08-1844,008$843,193None
SEI INVESTMENTS CO2026-06-302026-08-1540,419$774,428None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-1518,194$348,597None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-1518,194$348,597None
OSAIC HOLDINGS, INC.2026-06-302026-08-15674$12,923None
Legal & General Group Plc2026-06-302026-08-15675$12,933None
Cerity Partners LLC2026-06-302026-08-15409$7,836None
Cerity Partners LLC2026-06-302026-08-1510,417$199,590None
WESTWOOD HOLDINGS GROUP INC2026-06-302026-08-15518,966$9,943,389None
ROYAL BANK OF CANADA2026-06-302026-08-15400$8,000None
ROYAL BANK OF CANADA2026-06-302026-08-15183$4,000None
BRIDGEWAY CAPITAL MANAGEMENT, LLC2026-06-302026-08-1599,460$1,905,654None
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2026-06-302026-08-153,425$65,623None
BARCLAYS PLC2026-06-302026-08-15110$2,108None
BARCLAYS PLC2026-06-302026-08-151,807$34,622None
PRICE T ROWE ASSOCIATES INC /MD/2026-06-302026-08-1522,413$430,000None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15848$16,254None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,556$29,813None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15354$6,783None
WELLS FARGO & COMPANY/MN2026-06-302026-08-155,876$112,584None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1527,645$529,678None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1518,665$357,621None
VANGUARD PORTFOLIO MANAGEMENT LLC2026-06-302026-08-1450,013$958,249None
VANGUARD CAPITAL MANAGEMENT LLC2026-06-302026-08-14327,032$6,265,933None
Allspring Global Investments Holdings, LLC2026-06-302026-08-14592,292$11,383,852None
Allspring Global Investments Holdings, LLC2026-06-302026-08-14275$5,286None
Vanguard Global Advisers, LLC2026-06-302026-08-142,622$50,238None
UBS Group AG2026-06-302026-08-145,193$99,498None
UBS Group AG2026-06-302026-08-141,078$20,654None
Connor, Clark & Lunn Investment Management Ltd.2026-06-302026-08-1413,786$264,140None
Prosperity Consulting Group, LLC2026-06-302026-08-1413,380$256,361None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-141,696$32,495None
Ameritas Investment Partners, Inc.2026-06-302026-08-14761$14,581None
RENAISSANCE TECHNOLOGIES LLC2026-06-302026-08-14328,558$6,295,171None
VANGUARD FIDUCIARY TRUST CO2026-06-302026-08-1446,948$899,524None
MORGAN STANLEY2026-06-302026-08-142,035$38,991None
MORGAN STANLEY2026-06-302026-08-1493$1,782None
MORGAN STANLEY2026-06-302026-08-14563$10,787None
MORGAN STANLEY2026-06-302026-08-14108$2,086None
MORGAN STANLEY2026-06-302026-08-1417,696$339,055None
MORGAN STANLEY2026-06-302026-08-141,079$20,681None
FMR LLC2026-06-302026-08-1433$629None
FMR LLC2026-06-302026-08-14159$3,046None
NORTHERN TRUST CORP2026-06-302026-08-1454,343$1,041,212None
NORTHERN TRUST CORP2026-06-302026-08-1450$958None
NORTHERN TRUST CORP2026-06-302026-08-141,138$21,804None
De Lisle Partners LLP2026-06-302026-08-1350,012$959,603None
Integrated Wealth Concepts LLC2026-06-302026-08-1375$1,434None

90-day public filing window, up to 50 source positions.

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗Empowered Funds, LLC ↗SEI INVESTMENTS CO ↗CHARLES SCHWAB INVESTMENT MANAGEMENT INC ↗Sixth Street Partners Management Company, L.P. ↗OSAIC HOLDINGS, INC. ↗Legal & General Group Plc ↗Cerity Partners LLC ↗Cerity Partners LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.