The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query WHG owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WHG"
Use Arkolith to show who owns WHG, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | $9.7M | 613K | ▲+1.0% Added · +6K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $8.4M | 509K | ▼−0.6% Reduced · −3K sh | Q1 2026 | |
| 3 | WESTWOOD HOLDINGS GROUP INC | $7.3M | 444K | ▲New +444K sh | Q1 2026 | |
| 4 | VANGUARD GROUP INC | $6.9M | 398K | ▲+0.3% Added · +1K sh | Q4 2025 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $2.6M | 160K | ▼−1.8% Reduced · −3K sh | Q1 2026 | |
| 6 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.6M | 97K | ▲+3.8% Added · +4K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $1.5M | 88K | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 8 | VANGUARD FIDUCIARY TRUST CO | $765K | 46K | ▲New +46K sh | Q1 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $706K | 43K | ▲New +43K sh | Q1 2026 | |
| 10 | Prosperity Consulting Group, LLC | $231K | 14K | ▼−8.1% Reduced · −1K sh | Q1 2026 | |
| 11 | Connor, Clark & Lunn Investment Management Ltd. | $227K | 14K | ▲+0.2% Added · +29 sh | Q1 2026 | |
| 12 | Police & Firemen's Retirement System of New Jersey | $31K | 2K | —Held | Q1 2026 | |
| 13 | Ameritas Investment Partners, Inc. | $13K | 761 | —Held | Q1 2026 | |
| 14 | Sterling Capital Management LLC | $4K | 247 | ▼−42% Reduced · −182 sh | Q1 2026 | |
| 15 | FMR LLC | $2K | 113 | ▼−35% Reduced · −62 sh | Q1 2026 | |
| 16 | MAI Capital Management | $1K | 87 | ▲+156% Added · +53 sh | Q1 2026 | |
| 17 | CWM, LLC | $840 | 51 | ▲+240% Added · +36 sh | Q1 2026 | |
| 18 | SBI Securities Co., Ltd. | $362 | 22 | ▲+10% Added · +2 sh | Q1 2026 | |
| 19 | Root Financial Partners, LLC | $49 | 3 | ▲New +3 sh | Q1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 16, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 2K | $30K |
| Jun 15, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 3K | $52K |
| Jun 12, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 4K | $78K |
| Jun 11, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 3K | $58K |
| Jun 10, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 2K | $32K |
| Jun 9, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 2K | $33K |
| Jun 8, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 607 | $10K |
| Jun 5, 2026 | BYRNE SUSAN M | Insider | Sell (S) | 616 | $11K |
| Feb 23, 2026 | Helfert Adrian | CIO, Multi-Asset Inv. | Tax withholding (F) | 11K | $175K |
| Feb 23, 2026 | Forbes Murray III | Chief Financial Officer | Tax withholding (F) | 3K | $46K |
| Feb 23, 2026 | Ehinger John Anthony Jr | Head of Legal and Compliance | Grant (A) | 6K | $0 |
| Feb 23, 2026 | Forbes Murray III | Chief Financial Officer | Grant (A) | 11K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 13 funds | $6.5B |
| APPLE INCAAPL | 13 funds | $5.9B |
| MICROSOFT CORPMSFT | 13 funds | $5.5B |
| AMAZON.COM INCAMZN | 13 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 13 funds | $3.6B |
| BROADCOM INCAVGO | 13 funds | $2.9B |
| ALPHABET INC-CL CGOOG | 13 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 13 funds | $1.7B |
| ELI LILLY & COLLY | 13 funds | $1.5B |
| VISA INC-CLASS A SHARESV | 13 funds | $1.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 13 funds | $1.2B |
Ranked by how many of WHG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.