Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
WESTWOOD HLDGS GROUP INC
13F holders
58
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 58 · Source: 13F-HR01
Strategic Planning Group, LLC
—
—
02
Journey Strategic Wealth LLC
—
—
03
Mcmorgan & Co. LLC
—
—
04
Stone Point Capital LLC
—
—
05
Eads & Heald Wealth Management
—
—
06
Real Talk Capital, LLC
—
—
07
Foresite Capital Management
—
—
08
Miller Value Partners, LLC
—
—
09
Bonness Enterprises Inc.
—
—
10
Axa S.a.
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
2 holders · Q1 202601
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
02
Citigroup Inc.
0.00% held
α +26.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
9 transactions · 2 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $WHG in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $WHG lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $WHG — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:14 UTC.