Which hedge funds own WHG? WESTWOOD HLDGS GROUP INC, Q2 2026 13F holders
3 tracked hedge funds disclosed a position in WHG (WESTWOOD HLDGS GROUP INC) in their Q2 2026 13F filings, worth $15.6m in total. The largest holder by portfolio weight is Settian Capital LP at 5.8% of its book.
- 3
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 0
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 0
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $0
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $0
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $15.6m
- Combined value Sum of the holders' reported positions in the security.
- 0.2%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
| Settian Capital LP Hedge fund | 5.8% | 0.0% | held |
| GABELLI & Co INVESTMENT ADVISERS, INC. Hedge fund | 0.05% | +52% | added |
| Renaissance Technologies LLC Hedge fund | 0.01% | −6.3% | reduced |
Ownership over time
Who discovered WHG first? Beta
| Settian Capital LP high conviction | Q2 2025 | +1.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.