69 tracked 13F filers disclose a position in WHG as of the latest SEC 13F filings, a combined $84.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | $11.4M | 593K | ▼−3.4% Reduced · −21K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | $8.4M | 509K | ▼−0.6% Reduced · −3K sh | Q1 2026 | |
| 3 | Settian Capital LP | $9.0M | 471K | —Held | Q2 2026 | |
| 4 | WESTWOOD HOLDINGS GROUP INC | $7.3M | 444K | ▲New +444K sh | Q1 2026 | |
| 5 | GAMCO INVESTORS, INC. ET AL | $7.3M | 444K | —Held | Q1 2026 | |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $5.8M | 351K | ▼−6.1% Reduced · −23K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $5.3M | 321K | →First observed position No prior filed position | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $4.6M | 280K | ▲+1.9% Added · +5K sh | Q1 2026 | |
| 9 | KING LUTHER CAPITAL MANAGEMENT CORP | $3.0M | 185K | —Held | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $3.3M | 172K | ▲+7.6% Added · +12K sh | Q2 2026 | |
| 11 | AEGIS FINANCIAL CORP | $1.9M | 100K | —Held | Q2 2026 | |
| 12 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.6M | 97K | ▲+3.8% Added · +4K sh | Q1 2026 | |
| 13 | Garner Asset Management Corp | $1.8M | 94K | ▼−15% Reduced · −17K sh | Q2 2026 | |
| 14 | STATE STREET CORP | $1.7M | 87K | ▼−1.6% Reduced · −1K sh | Q2 2026 | |
| 15 | GABELLI FUNDS LLC | $1.4M | 82K | ▲+6.5% Added · +5K sh | Q1 2026 | |
| 16 | Peapod Lane Capital LLC | $1.5M | 80K | ▲+1.6% Added · +1K sh | Q2 2026 | |
| 17 | NORTHERN TRUST CORP | $1.1M | 69K | ▲+5.3% Added · +4K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $920K | 56K | ▲+1.9% Added · +1K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $765K | 46K | →First observed position No prior filed position | Q1 2026 | |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | $706K | 43K | →First observed position No prior filed position | Q1 2026 | |
| 21 | Empowered Funds, LLC | $690K | 42K | ▲New +42K sh | Q1 2026 | |
| 22 | SEI INVESTMENTS CO | $521K | 32K | ▲+31% Added · +8K sh | Q1 2026 | |
| 23 | LEVIN CAPITAL STRATEGIES, L.P. | $489K | 26K | —Held | Q2 2026 | |
| 24 | Bank of New York Mellon Corp | $353K | 21K | ▲+1.1% Added · +223 sh | Q1 2026 | |
| 25 | Advisor OS, LLC | $380K | 20K | ▼−1.1% Reduced · −217 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in WHG and 8 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 28 funds | $63.8B |
| MICROSOFT CORPMSFT | 28 funds | $53.8B |
| MASTERCARD INC - AMA | 28 funds | $11.9B |
| NVIDIA CORPNVDA | 27 funds | $79.9B |
| ALPHABET INC-CL AGOOGL | 27 funds | $29.6B |
| ALPHABET INC-CL CGOOG | 27 funds | $25.7B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $23.2B |
| TESLA INCTSLA | 27 funds | $11.5B |
| JPMORGAN CHASE & COJPM | 27 funds | $11.0B |
| BANK OF AMERICA CORPBAC | 27 funds | $6.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 27 funds | $6.3B |
| CHEVRON CORPCVX | 27 funds | $5.9B |
Ranked by how many of WHG's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 2, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 4K | $89K |
| Jul 1, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 4K | $69K |
| Jun 30, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 1K | $21K |
| Jun 30, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 1K | $21K |
| Jun 29, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 7K | $144K |
| Jun 29, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 7K | $143K |
| Jun 26, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 4K | $83K |
| Jun 26, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 4K | $83K |
| Jun 25, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 500 | $9K |
| Jun 24, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 1K | $24K |
| Jun 23, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 3K | $46K |
| Jun 22, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 1K | $18K |
Connected entities for WHG
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WHG/capital-change-brief"
Use Arkolith's capital_change_brief for WHG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WHG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.