SecBot SecBot

WHG

WESTWOOD HOLDINGS GROUP INC
NYSE· Investment Advice· Inc. DE· CIK 0001165002 Traditional Finance
$18.81 −0.05 (−0.27%)
Oct 26 4:00 PM ET · prev $18.86
Market cap
$180.4M
Micro cap
Next earnings
Nov 5
in 10 days
1 year
+14.2%
from $16.47 · Oct 27
30 days
−2.0%
from $19.20
52-week range
$14.76–20.34
−8% from high · low Mar 18
Avg volume 20D
11.7K
Oct 2 spike 62.3K
Short interest
102.4K
≈1.1% of shares · −4.8%
Days to cover
6.0
at average volume
Insider net
−$1.3M
0 buyers · 1 seller · since Apr 27
New fund stakes
0
Q2 2026 13F · 0 exits
Filing reports
6
analyzed by SecBot
SecBot read MIXED 2 reports · 90 days
Balance 0 bearish · 0 bullish · 2 neutral oldest → newest, height = score
Avg score ·High conf. 1/2 ·Next Earnings date, Nov 5, 2026
Strongest NEUTRAL Westwood Holdings Group Inc. filed its quarterly 13F-HR for the period ending June 30, 2026, disclosing…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

  • S Apr 27 to Jul 2 43 days of insider sells: $1.3M by 1 insider, avg $18.22

Signal stack

Where each data set points today.

  • InsidersBEARISH

    1 insider sold $1.3M.

  • InstitutionsBULLISH

    Q2 2026: 10 added (0 new), 2 trimmed or exited.

  • Short sellersSTEADY

    Short interest −4.8% to 102.4K shares. 6.0 days to cover, ≈1.1% of shares.

  • TrendRANGE

    1% below its 50-day average.

Who's buying

13F· Q2 2026
0
new positions
0
exits
FundMoveSharesValue
SEI INVESTMENTS COADD40,419$774.4K
MORGAN STANLEYADD21,574$413.4K
WELLS FARGO & COMPANY/MNADD8,634$165.4K
UBS Group AGDOUBLED6,271$120.2K
Russell Investments Group, Ltd.DOUBLED3,923$75.2K
CITIGROUP INCDOUBLED3,449$66.1K
BARCLAYS PLCTRIM1,917$36.7K
OSAIC HOLDINGS, INC.ADD674$12.9K

Quarterly 13F filings are due 45 days after each quarter ends.

Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 5, 2026
Earnings date
WHG Q3 2026 Earnings Scheduled — 2026-11-05
Recent
Oct 22, 2026
Earnings
Westwood Holdings Group, Inc. to Host Third Quarter 2026 Conference Call/Webcast
DALLAS, Oct. 22, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2026 earnings after the close of…
Sep 17, 2026
Press release
Westwood Launches Westwood Salient Enhanced Power & Infrastructure ETF (PWRX), the First ETF to Launch on the Texas Stock Exchange
DALLAS, Sept. 17, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG) , a leading boutique asset manager, today announced the launch of the…
Sep 2, 2026
Press release
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST),Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)
DALLAS, Sept. 02, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management…
Aug 20, 2026
Press release
Westwood to Launch Westwood Salient Enhanced Power & Infrastructure ETF (PWRX) as the First New ETF on the Texas Stock Exchange
DALLAS, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG) , a leading boutique asset manager, today announced plans to launch…
Aug 6, 2026
Earnings date
WHG Q2 2026 Earnings Scheduled — 2026-08-06

Insider ledger

Form 4
$0
bought · 0 insiders
$1.3M
sold · 1 insider
DateInsiderTypeValue
Jul 2, 2026
BYRNE SUSAN M
SELL$89.1K
Jul 1, 2026
BYRNE SUSAN M
SELL$69.4K
Jun 30, 2026
BYRNE SUSAN M
SELL$20.9K
Jun 29, 2026
BYRNE SUSAN M
SELL$144.0K
Jun 29, 2026
BYRNE SUSAN M
SELL$142.8K
Jun 26, 2026
BYRNE SUSAN M
SELL$82.9K
Jun 25, 2026
BYRNE SUSAN M
SELL$9.1K
Jun 24, 2026
BYRNE SUSAN M
SELL$23.8K

Earnings setup

Estimates
Nov 5
reports in 10 days
PeriodEPS est.Range30D rev.Revenue
Current Q———$0.00
Next Q———$0.00
Current FY———$0.00
Next FY———$0.00

Short side

FINRA· Sep 30, 2026
102,399
shares short
-4.8%
vs prior settlement
6.0
days to cover
≈1.1%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 22, 2026 SEC
Westwood Holdings Group Inc announced it will host a conference call on November 5, 2026 to discuss its Q3 2026 results.
PRESS-RELEASE — Impact 1/10
Oct 22, 2026 Earnings
Westwood Holdings Group, Inc. to Host Third Quarter 2026 Conference Call/Webcast
DALLAS, Oct. 22, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its
Aug 14, 2026 SEC
Westwood Holdings Group Inc. filed its quarterly 13F-HR for the period ending June 30, 2026, disclosing $13.27 billion…
13F-HR — Impact 4/10
Jul 2, 2026 Insider
BYRNE SUSAN M sold 4,481 shares
$19.88 ($89.1K)
Jul 1, 2026 Insider
BYRNE SUSAN M sold 3,584 shares
$19.35 ($69.4K)
Jun 30, 2026 Insider
BYRNE SUSAN M sold 1,091 shares
$19.17 ($20.9K)
Jun 30, 2026 Inst.
SEI INVESTMENTS CO — ADD
40,419 shares ($774.4K)
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
21,574 shares ($413.4K)

SecBot reports

6 filings · 2 press releases · 0 bullish · 0 bearish · 6 neutral
All WHG filing & press-release reports (8)