What is the 13F Pro Quality Score for WHG?

13F Pro ranks WESTWOOD HOLDINGS GROUP INC (WHG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View WHG's current score at https://13fpro.ai/company/WHG (free sign-up required for the full ranking).

Which hedge funds own the most WHG stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of WHG include Allspring Global Investments Holdings,, BlackRock,, WESTWOOD HOLDINGS GROUP. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/WHG as soon as new 13F filings post.

Where does 13F Pro source WHG data?

All WESTWOOD HOLDINGS GROUP INC fundamentals and ownership data come directly from SEC EDGAR. WESTWOOD HOLDINGS GROUP INC files with the SEC under CIK 1165002. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is WHG in?

WESTWOOD HOLDINGS GROUP INC (WHG) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is WHG research updated on 13F Pro?

WHG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

WESTWOOD HOLDINGS GROUP INC(WHG)Stock Analysis

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Financials →NYSEsmall

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SEC EDGAR: CIK 1165002 WHG stock profile & AI dashboard →

13F Pro Quality Score

58.8/100

Rank #981 of 2,962 stocksTOP 50%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

80.4/100

Profitability

69.3/100

Balance Sheet

70.5/100

Earnings Quality

84.3/100

Free Cash Flow

70.7/100

Institutional Flow

57.3/100

Revenue Scale

16.0/100

Dilution Risk

24.1/100

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Why WHG Scores 59/100

exact factor attribution · 2026-09-11

WHG's composite is driven by revenue growth and profitability, held back by scale and shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+8.1 pts

80th pct

Profitability

+3.9 pts

69th pct

Earnings quality

+3.4 pts

84th pct

Free cash flow

+3.1 pts

71th pct

Capital efficiency

+2.7 pts

71th pct

Earnings growth

+2.1 pts

82th pct

Institutional flow

+0.5 pts

57th pct

Shareholder dilution

-1.7 pts

24th pct

Scale

-6.8 pts

16th pct

Latest change (2026-08-06): 56 → 57 · ↑ Free cash flow 52→78; ↑ Profit margin 63→73; despite ↓ Revenue growth 68→48

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

WHG Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for WESTWOOD HOLDINGS GROUP INC (WHG), a Financials sector company. 13F Pro's AI-powered ranking engine scores WHG at 58.8/100 on a 32-signal composite quality model, placing it at rank #981 of 2,962 stocks — the top half of the AI-ranked universe. WHG scores in the top quartile across earnings quality (84.3), revenue growth (80.4). Areas of concern include revenue scale (16.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 24.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), WESTWOOD HOLDINGS GROUP INC reports quarterly revenue of $25.3M, net income of $1.5M, an operating margin of 8.1%. Top institutional holders of WHG by reported 13-F value include Allspring Global Investments, BlackRock, WESTWOOD GROUP, based on the most recent SEC filings. WHG trades on the NYSE exchange and files with the SEC under CIK 1165002. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WHG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WESTWOOD HOLDINGS GROUP INC directly from SEC EDGAR. WESTWOOD HOLDINGS GROUP INC's 13F Pro composite quality score has ranged between 34 and 61 since 2024, currently 58.8 — an improving long-term trajectory across 55 quarterly and live scoring snapshots.

✦

Fun facts about WESTWOOD HOLDINGS GROUP INC

Quirks, history, and lore behind WHG — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. asset management firm · small-cap · listed on the NYSE · headquartered in Dallas, Texas.
2
The Numbers
Manages roughly $15 billion in assets under management — not a giant on Wall Street, but a focused boutique with a loyal institutional following and thin but steady revenues.
3
The History
Founded in 1994, it grew by championing a value-investing philosophy at a time when growth stocks were getting all the glory — a contrarian bet that paid off over the long run.
4
The Secret
Its client base leans heavily on institutional investors — think pension funds and endowments — rather than chasing the retail investor crowd with flashy ETFs.
5
The Lore
The firm stakes its identity on dividend-focused and income-oriented strategies, appealing to the kind of investor who finds a growing dividend more exciting than a viral stock tip.
6
The Giveaway
Its name evokes a leafy Los Angeles neighborhood, but it calls Dallas home — a value-investing boutique whose ticker is WHG and whose name doubles as a zip code for Hollywood Hills real estate dreams.

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Revenue

Q2 2026

$25.3M

Net Income

Q2 2026

$1.5M

Free Cash Flow

Q2 2026

$5.0M

Operating Margin

Q2 2026

8.1%

ROIC

Q2 2026

6.5%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+3.2% YoY

$97.8MFY 2025

FY22 $68.7MFY23 $89.8MFY24 $94.7MFY25 $97.8M

Net Income

+220.1% YoY

$7.1MFY 2025

FY22 $-4.6MFY23 $10.6MFY24 $2.2MFY25 $7.1M

Operating Income

+499.2% YoY

$5.0MFY 2025

FY22 $-4.9MFY23 $6.0MFY24 $830.0KFY25 $5.0M

EPS (Diluted)

+203.8% YoY

$0.79FY 2025

FY22 $-0.59FY23 $1.17FY24 $0.26FY25 $0.79

Total Assets

+8.2% YoY

$162.3MFY 2025

FY22 $146.4MFY23 $155.2MFY24 $150.0MFY25 $162.3M

Op. Cash Flow

-10.4% YoY

$18.9MFY 2025

FY22 $51.5MFY23 $-1.2MFY24 $21.1MFY25 $18.9M

Free Cash Flow

-24.9% YoY

$15.8MFY 2025

FY22 $51.5MFY23 $-1.2MFY24 $21.0MFY25 $15.8M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$97.8M +3.2%	$94.7M +5.5%	$89.8M +30.7%	$68.7M -6.0%	$73.1M +12.2%	$65.1M
Net Income	$7.1M +220.1%	$2.2M -79.1%	$10.6M +328.4%	$-4.6M -147.4%	$9.8M +209.1%	$-8.9M
Operating Income	$5.0M +499.2%	$830.0K -86.2%	$6.0M +223.2%	$-4.9M -181.8%	$6.0M +272.9%	$-3.4M
EPS (Diluted)	$0.79 +203.8%	$0.26 -77.8%	$1.17 +298.3%	$-0.59 -148.0%	$1.23 +209.8%	$-1.12
Total Assets	$162.3M +8.2%	$150.0M -3.3%	$155.2M +6.0%	$146.4M +4.9%	$139.6M -6.4%	$149.2M
Operating Cash Flow	$18.9M -10.4%	$21.1M +1882.4%	$-1.2M -102.3%	$51.5M +165.6%	$19.4M +298.4%	$-9.8M
Free Cash Flow	$15.8M -24.9%	$21.0M +1873.2%	$-1.2M -102.3%	$51.5M +165.8%	$19.4M +296.4%	$-9.9M

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Available Research

13F Pro tracks comprehensive data for WESTWOOD HOLDINGS GROUP INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of WHG

Allspring Global Investments Holdings, LLC
$11.4M592,567 sh
BlackRock, Inc.
$11.2M582,224 sh
WESTWOOD HOLDINGS GROUP INC
$9.9M518,966 sh
Settian Capital LP
$9.0M470,515 sh
GAMCO INVESTORS, INC. ET AL
$8.5M443,800 sh
North Star Investment Management Corp.
$7.4M387,800 sh
RENAISSANCE TECHNOLOGIES LLC
$6.3M328,558 sh
VANGUARD CAPITAL MANAGEMENT LLC
$6.3M327,032 sh
DIMENSIONAL FUND ADVISORS LP
$5.5M284,446 sh
KING LUTHER CAPITAL MANAGEMENT CORP
$3.5M185,000 sh

Fund	Value	Shares
Allspring Global Investments Holdings, LLC	$11.4M	592,567
BlackRock, Inc.	$11.2M	582,224
WESTWOOD HOLDINGS GROUP INC	$9.9M	518,966
Settian Capital LP	$9.0M	470,515
GAMCO INVESTORS, INC. ET AL	$8.5M	443,800
North Star Investment Management Corp.	$7.4M	387,800
RENAISSANCE TECHNOLOGIES LLC	$6.3M	328,558
VANGUARD CAPITAL MANAGEMENT LLC	$6.3M	327,032
DIMENSIONAL FUND ADVISORS LP	$5.5M	284,446
KING LUTHER CAPITAL MANAGEMENT CORP	$3.5M	185,000

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Is WHG a good stock to buy?

13F Pro's AI-powered analysis of WESTWOOD HOLDINGS GROUP INC (WHG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WHG are available on the WHG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. WHG is classified as a small company.

Which hedge funds own WHG?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WHG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of WESTWOOD HOLDINGS GROUP INC's investment landscape.