WHG (Westwood Holdings Group) Institutional Ownership: 55.98% (As of Aug. 12, 2026)

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WHG Westwood Holdings Group Inc WHG
79 GF Score
Price $19.19
GF Value $15.83
Valuation Modestly Overvalued
! 8 Warning Signs
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What is Westwood Holdings Group Institutional Ownership?

Westwood Holdings Group WHG +0.89% 79 Institutional Ownership is 55.98% as of Aug. 12, 2026. GuruFocus rates WHG with a GF Score™ of 79/100 and a GF Value™ of $15.83 (Modestly Overvalued). The stock has 8 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Westwood Holdings Group's institutional ownership is 55.98%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Westwood Holdings Group's Insider Ownership is 24.77%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Westwood Holdings Group's Float Percentage Of Total Shares Outstanding is 82.77%.

Westwood Holdings Group Institutional Ownership Historical Data

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The historical data trend for Westwood Holdings Group's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Westwood Holdings Group Institutional Ownership Chart

Westwood Holdings Group Historical Data

The historical data trend for Westwood Holdings Group can be seen below:

2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30 2026-07-31
Institutional Ownership 29.98 30.14 29.67 29.48 29.59 30.43 30.33 30.19 31.56 31.71
WHG
79GF Score
Westwood Holdings Group Inc WHG
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Westwood Holdings Group Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 55.98% mean?
Westwood Holdings Group (WHG) has a Institutional Ownership of 55.98% as of Aug. 12, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Westwood Holdings Group and its competitors.
Is Westwood Holdings Group's Institutional Ownership too high?
Westwood Holdings Group's current Institutional Ownership is 55.98%. Overall, Westwood Holdings Group has a GF Score™ of 79/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Westwood Holdings Group's Institutional Ownership compare to GF and TPVG?
Westwood Holdings Group's Institutional Ownership of 55.98% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Westwood Holdings Group and its competitors. Westwood Holdings Group's current Institutional Ownership is 55.98%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Westwood Holdings Group stock overvalued right now?
Based on GuruFocus' analysis, Westwood Holdings Group (WHG) is currently considered Modestly Overvalued. The stock's GF Value™ is $15.83, compared to a current price of $19.19 — trading 21.2% above its estimated fair value. The current Institutional Ownership is 55.98%. Westwood Holdings Group's overall GF Score™ is 79/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Westwood Holdings Group (WHG), the current Institutional Ownership is 55.98% as of Aug. 12, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Westwood Holdings Group (WHG) Overvalued in 2026?

Based on GuruFocus' analysis, Westwood Holdings Group stock appears to be overvalued. The current stock price of $19.19 is trading 21.2% above its estimated GF Value™ of $15.83. GuruFocus considers Westwood Holdings Group to be Modestly Overvalued.

Key valuation signals for WHG:

  • Institutional Ownership: 55.98%
  • GF Value™: $15.83 vs. price of $19.19 (21.2% above fair value)
  • GF Score™: 79/100 with 8 warning signs

No single metric tells the full story. See the WHG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Westwood Holdings Group Business Description

Address 200 Crescent Court, Suite 1200, Dallas, TX, USA, 75201
Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States, and also has its presence in Canada.
79GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$19.19
Price
$15.83
GF Value