WHG — Institutional owners (13F)

72 filers · $110.8M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Allspring Global Investments Holdings, LLC $11,389,138 592,567 10.28% Shares
BlackRock, Inc. $11,155,401 582,224 10.07% Shares
WESTWOOD HOLDINGS GROUP INC $9,943,389 518,966 8.97% Shares
Settian Capital LP $9,015,067 470,515 8.14% Shares
GAMCO INVESTORS, INC. ET AL $8,503,208 443,800 7.67% Shares
North Star Investment Management Corp. $7,430,253 387,800 6.71% Shares
VANGUARD GROUP INC $6,855,673 398,354 6.19% Shares
RENAISSANCE TECHNOLOGIES LLC $6,295,171 328,558 5.68% Shares
VANGUARD CAPITAL MANAGEMENT LLC $6,265,933 327,032 5.66% Shares
DIMENSIONAL FUND ADVISORS LP $5,451,804 284,446 4.92% Shares
KING LUTHER CAPITAL MANAGEMENT CORP $3,544,600 185,000 3.20% Shares
GEODE CAPITAL MANAGEMENT, LLC $3,305,280 172,481 2.98% Shares
AEGIS FINANCIAL CORP $1,914,582 99,926 1.73% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $1,905,654 99,460 1.72% Shares
Garner Asset Management Corp $1,809,048 94,418 1.63% Shares
STATE STREET CORP $1,679,912 86,997 1.52% Shares
GABELLI FUNDS LLC $1,575,144 82,210 1.42% Shares
Peapod Lane Capital LLC $1,535,090 80,120 1.39% Shares
NORTHERN TRUST CORP $1,063,974 55,531 0.96% Shares
De Lisle Partners LLP $959,603 50,012 0.87% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $958,249 50,013 0.86% Shares
VANGUARD FIDUCIARY TRUST CO $899,524 46,948 0.81% Shares
BANK OF AMERICA CORP /DE/ $887,299 46,310 0.80% Shares
Empowered Funds, LLC $843,193 44,008 0.76% Shares
SEI INVESTMENTS CO $774,428 40,419 0.70% Shares
LEVIN CAPITAL STRATEGIES, L.P. $488,733 25,508 0.44% Shares
MORGAN STANLEY $413,382 21,574 0.37% Shares
Bank of New York Mellon Corp $395,939 20,665 0.36% Shares
Advisor OS, LLC $379,713 19,818 0.34% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $348,597 18,194 0.31% Shares
GABELLI & Co INVESTMENT ADVISERS, INC. $326,448 17,038 0.29% Shares
Nuveen, LLC $282,744 14,757 0.26% Shares
Connor, Clark & Lunn Investment Management Ltd. $264,140 13,786 0.24% Shares
Prosperity Consulting Group, LLC $256,361 13,380 0.23% Shares
Cerity Partners LLC $207,426 10,826 0.19% Shares
Marquette Asset Management, LLC $206,948 10,801 0.19% Shares
WELLS FARGO & COMPANY/MN $165,434 8,634 0.15% Shares
DEUTSCHE BANK AG\ $148,030 7,726 0.13% Shares
LRI Investments, LLC $134,120 7,000 0.12% Shares
UBS Group AG $120,152 6,271 0.11% Shares
RHUMBLINE ADVISERS $116,257 6,068 0.10% Shares
Russell Investments Group, Ltd. $75,164 3,923 0.07% Shares
NEW YORK STATE COMMON RETIREMENT FUND $68,976 3,600 0.06% Shares
JPMORGAN CHASE & CO $68,752 3,412 0.06% Shares
CITIGROUP INC $66,083 3,449 0.06% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $65,623 3,425 0.06% Shares
Vanguard Global Advisers, LLC $50,238 2,622 0.05% Shares
BARCLAYS PLC $36,730 1,917 0.03% Shares
Police & Firemen's Retirement System of New Jersey $36,423 1,901 0.03% Shares
BNP PARIBAS FINANCIAL MARKETS $32,495 1,696 0.03% Shares
Tower Research Capital LLC (TRC) $15,424 805 0.01% Shares
Ameritas Investment Partners, Inc. $14,581 761 0.01% Shares
Legal & General Group Plc $12,933 675 0.01% Shares
OSAIC HOLDINGS, INC. $12,923 674 0.01% Shares
ROYAL BANK OF CANADA $12,000 583 0.01% Shares
FMR LLC $3,675 192 0.00% Shares
PNC Financial Services Group, Inc. $3,449 180 0.00% Shares
Arax Advisory Partners $2,759 144 0.00% Shares
Sterling Capital Management LLC $2,663 139 0.00% Shares
Keating Financial Advisory Services, Inc. $2,581 135 0.00% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,954 102 0.00% Shares
CWM, LLC $840 51 0.00% Shares
Essential Partners LLC $479 25 0.00% Shares
PRICE T ROWE ASSOCIATES INC /MD/ $430 22,413 0.00% Shares
SBI Securities Co., Ltd. $383 20 0.00% Shares
Allworth Financial LP $365 19 0.00% Shares
EverSource Wealth Advisors, LLC $287 15 0.00% Shares
True Wealth Design, LLC $96 5 0.00% Shares
ROTHSCHILD INVESTMENT LLC $38 2 0.00% Shares
Farther Finance Advisors, LLC $19 1 0.00% Shares
Covestor Ltd $1 45 0.00% Shares
FNY Investment Advisers, LLC $0 50 0.00% Shares