WESTWOOD HOLDINGS GROUP INC (WHG)
Every FINRA and SEC series the site collects for WESTWOOD HOLDINGS GROUP INC: short interest with days to cover, daily short sale volume, fails to deliver and Form 4 insider trades. Listed on NYSE, classified by the SEC as investment advice.
114K
Short interest
settlement 2026-08-31
6.2
Days to cover
+2.1% vs prior
63.5%
Short share of volume
2026-09-11
26
Fails to deliver
settlement 2026-07-28
-$567K
Insider flow, 90 days
0 buys, 12 sells
As of 2026-09-11.
Short interest
FINRA, twice a month; the last 12 months shown, all 48 settlements in the JSONAs of 31 August 2026, short interest in WHG is 113,990 shares, up 6,449 shares over the last month. Over the last 48 readings it ranged from 1,649 shares (29 November 2024) to 162,983 shares (28 November 2025). At the reported average volume of 18K shares a day that is 6.2 days to cover, elevated.
Embed this chartkeeps the attribution line it carries
<iframe src="https://xoomar.com/embed/stocks/whg" width="100%" height="440" style="border:0;max-width:100%" loading="lazy" title="XOOMAR chart"></iframe>
| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-08-31 | 113,990 | +2.1% | 18,358 | 6.21 |
| 2026-08-14 | 111,681 | +3.9% | 19,504 | 5.73 |
| 2026-07-31 | 107,541 | -9.9% | 16,446 | 6.54 |
| 2026-07-15 | 119,314 | -4.8% | 29,628 | 4.03 |
| 2026-06-30 | 125,400 | +2.7% | 46,690 | 2.69 |
| 2026-06-15 | 122,156 | +0.5% | 22,615 | 5.40 |
| 2026-05-29 | 121,605 | +4.6% | 12,843 | 9.47 |
| 2026-05-15 | 116,302 | -15.5% | 15,261 | 7.62 |
| 2026-04-30 | 137,691 | -4.6% | 8,398 | 16.40 |
| 2026-04-15 | 144,289 | -3.6% | 9,242 | 15.61 |
| 2026-03-31 | 149,760 | +13.9% | 14,683 | 10.20 |
| 2026-03-13 | 131,426 | +8.7% | 13,752 | 9.56 |
| 2026-02-27 | 120,896 | -10.8% | 8,865 | 13.64 |
| 2026-02-13 | 135,615 | -4.5% | 8,096 | 16.75 |
| 2026-01-30 | 141,973 | -1.9% | 9,203 | 15.43 |
| 2026-01-15 | 144,659 | -0.2% | 9,680 | 14.94 |
| 2025-12-31 | 145,013 | -5.9% | 21,472 | 6.75 |
| 2025-12-15 | 154,143 | -5.4% | 14,014 | 11.00 |
| 2025-11-28 | 162,983 | +28.9% | 8,396 | 19.41 |
| 2025-11-14 | 126,425 | +6.0% | 9,017 | 14.02 |
| 2025-10-31 | 119,232 | -3.9% | 5,893 | 20.23 |
| 2025-10-15 | 124,005 | -19.1% | 6,911 | 17.94 |
| 2025-09-30 | 153,180 | +6.0% | 15,124 | 10.13 |
| 2025-09-15 | 144,581 | +0.3% | 8,043 | 17.98 |
Daily short volume
FINRA Reg SHO, last 60 sessions. JSONAs of 11 September 2026, the short share of WHG volume is 63.5%, up 24.8 points over the last five sessions. Over the last 52 readings it ranged from 17.8% (21 July 2026) to 86.6% (23 July 2026). The latest reading is 12.2 points above the 30-session average of 51.3%, on 6K shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-09-11 | 4K | 6K | 63.5% | 0 |
| 2026-09-10 | 2K | 4K | 49.9% | 0 |
| 2026-09-09 | 1K | 2K | 55.8% | 0 |
| 2026-09-08 | 3K | 5K | 60.4% | 500 |
| 2026-09-04 | 3K | 10K | 32.4% | 500 |
| 2026-09-03 | 2K | 6K | 38.7% | 0 |
| 2026-09-02 | 3K | 6K | 44.7% | 0 |
| 2026-09-01 | 907 | 4K | 23.2% | 0 |
| 2026-08-31 | 3K | 4K | 68.1% | 0 |
| 2026-08-28 | 2K | 4K | 52.1% | 0 |
| 2026-08-27 | 3K | 4K | 68.3% | 0 |
| 2026-08-26 | 2K | 3K | 57.3% | 0 |
| 2026-08-25 | 7K | 12K | 53.8% | 0 |
| 2026-08-24 | 2K | 10K | 22.9% | 0 |
| 2026-08-21 | 3K | 13K | 25.2% | 0 |
| 2026-08-20 | 1K | 4K | 29.9% | 0 |
| 2026-08-19 | 2K | 3K | 67.8% | 0 |
| 2026-08-18 | 1K | 3K | 35.3% | 0 |
| 2026-08-17 | 2K | 3K | 69.4% | 0 |
| 2026-08-14 | 4K | 5K | 86.2% | 1 |
| 2026-08-13 | 2K | 5K | 42.9% | 0 |
| 2026-08-12 | 2K | 2K | 77.4% | 0 |
| 2026-08-11 | 2K | 5K | 40.5% | 238 |
| 2026-08-10 | 5K | 10K | 45.1% | 0 |
| 2026-08-07 | 2K | 3K | 69.9% | 0 |
| 2026-08-06 | 2K | 3K | 65.1% | 0 |
| 2026-08-05 | 2K | 5K | 43.6% | 0 |
| 2026-08-04 | 1K | 2K | 57.9% | 0 |
| 2026-08-03 | 4K | 12K | 35.9% | 0 |
| 2026-07-31 | 2K | 4K | 57.1% | 91 |
Fails to deliver
SEC, by settlement date. JSONAs of 28 July 2026, the fails-to-deliver balance in WHG is 26 shares, down 276 shares over the last settlement date. Over the last 52 readings it ranged from 1 share (11 June 2026) to 18,989 shares (20 August 2025). The latest reading sits at the bottom of that range.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-07-28 | 26 | $19.63 | $510 |
| 2026-07-02 | 302 | $19.22 | $6K |
| 2026-06-29 | 1 | $19.92 | $20 |
| 2026-06-11 | 1 | $17.59 | $18 |
| 2026-05-27 | 3 | $16.26 | $49 |
| 2026-04-30 | 32 | $16.74 | $536 |
| 2026-04-22 | 365 | $16.15 | $6K |
| 2026-04-16 | 339 | $16.39 | $6K |
| 2026-04-10 | 11 | $16.60 | $183 |
| 2026-03-31 | 55 | $16.51 | $908 |
| 2026-03-23 | 174 | $15.98 | $3K |
| 2026-03-20 | 802 | $15.34 | $12K |
| 2026-03-13 | 679 | $15.51 | $11K |
| 2026-03-12 | 221 | $15.50 | $3K |
| 2026-03-11 | 13 | $15.18 | $197 |
| 2026-03-03 | 1,477 | $17.27 | $26K |
| 2026-02-27 | 439 | $17.17 | $8K |
| 2026-02-26 | 377 | $17.02 | $6K |
| 2026-02-20 | 118 | $16.95 | $2K |
| 2026-01-16 | 1,009 | $18.46 | $19K |
| 2026-01-05 | 25 | $17.63 | $441 |
| 2025-12-01 | 1,199 | $16.94 | $20K |
| 2025-11-28 | 1,239 | $16.92 | $21K |
| 2025-11-25 | 584 | $16.55 | $10K |
| 2025-11-24 | 456 | $16.59 | $8K |
| 2025-11-21 | 85 | $15.64 | $1K |
| 2025-09-22 | 6 | $17.66 | $106 |
| 2025-09-17 | 169 | $17.07 | $3K |
| 2025-09-11 | 116 | $17.19 | $2K |
| 2025-08-29 | 4 | $17.99 | $72 |
Insider trades
SEC Form 4, newest first, 50 of 100 shown. JSONInsiders at WHG reported 12 open-market sells worth $567K in the last 90 days and no open-market buys. Sells alone are a weak signal; insiders sell for tax, diversification and estate reasons all the time. Latest filing: BYRNE SUSAN M on 2026-07-02.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-07-02 | BYRNE SUSAN M | n/a | Sell | 4K | $19.88 | $89K | 230K |
| 2026-07-01 | BYRNE SUSAN M | n/a | Sell | 4K | $19.35 | $69K | 235K |
| 2026-06-30 | BYRNE SUSAN M | n/a | Sell | 1K | $19.17 | $21K | 239K |
| 2026-06-29 | BYRNE SUSAN M | n/a | Sell | 7K | $20.03 | $143K | 240K |
| 2026-06-26 | BYRNE SUSAN M | n/a | Sell | 4K | $19.39 | $83K | 247K |
| 2026-06-25 | BYRNE SUSAN M | n/a | Sell | 500 | $18.21 | $9K | 252K |
| 2026-06-24 | BYRNE SUSAN M | n/a | Sell | 1K | $18.32 | $24K | 252K |
| 2026-06-23 | BYRNE SUSAN M | n/a | Sell | 3K | $18.45 | $46K | 253K |
| 2026-06-22 | BYRNE SUSAN M | n/a | Sell | 1K | $18.31 | $18K | 256K |
| 2026-06-18 | BYRNE SUSAN M | n/a | Sell | 2K | $18.35 | $28K | 257K |
| 2026-06-17 | BYRNE SUSAN M | n/a | Sell | 350 | $18.10 | $6K | 258K |
| 2026-06-16 | BYRNE SUSAN M | n/a | Sell | 2K | $18.29 | $30K | 259K |
| 2026-06-15 | BYRNE SUSAN M | n/a | Sell | 3K | $17.96 | $52K | 260K |
| 2026-06-12 | BYRNE SUSAN M | n/a | Sell | 4K | $17.86 | $78K | 263K |
| 2026-06-11 | BYRNE SUSAN M | Other | Sell | 3K | $17.43 | $58K | 268K |
| 2026-06-10 | BYRNE SUSAN M | Other | Sell | 2K | $17.55 | $32K | 271K |
| 2026-06-09 | Ryan Janice | n/a | Grant | 6K | $0.00 | $0 | 12K |
| 2026-06-09 | BYRNE SUSAN M | n/a | Sell | 2K | $17.46 | $33K | 273K |
| 2026-06-08 | BYRNE SUSAN M | n/a | Sell | 607 | $17.11 | $10K | 275K |
| 2026-06-05 | BYRNE SUSAN M | n/a | Sell | 616 | $17.34 | $11K | 275K |
| 2026-06-02 | BYRNE SUSAN M | n/a | Sell | 406 | $16.33 | $7K | 276K |
| 2026-06-01 | BYRNE SUSAN M | n/a | Sell | 1K | $16.02 | $21K | 276K |
| 2026-05-29 | BYRNE SUSAN M | n/a | Sell | 1K | $16.40 | $18K | 278K |
| 2026-05-28 | BYRNE SUSAN M | n/a | Sell | 2K | $16.37 | $33K | 279K |
| 2026-05-27 | BYRNE SUSAN M | n/a | Sell | 1K | $16.20 | $17K | 281K |
| 2026-05-26 | BYRNE SUSAN M | n/a | Sell | 2K | $16.21 | $27K | 282K |
| 2026-05-22 | BYRNE SUSAN M | n/a | Sell | 613 | $16.02 | $10K | 283K |
| 2026-05-21 | BYRNE SUSAN M | n/a | Sell | 300 | $16.01 | $5K | 284K |
| 2026-05-20 | BYRNE SUSAN M | n/a | Sell | 206 | $16.01 | $3K | 284K |
| 2026-05-18 | BYRNE SUSAN M | n/a | Sell | 651 | $16.08 | $10K | 285K |
| 2026-05-14 | BYRNE SUSAN M | n/a | Sell | 500 | $16.00 | $8K | 285K |
| 2026-05-13 | BYRNE SUSAN M | n/a | Sell | 300 | $16.01 | $5K | 286K |
| 2026-05-12 | BYRNE SUSAN M | n/a | Sell | 991 | $16.27 | $16K | 286K |
| 2026-05-11 | BYRNE SUSAN M | n/a | Sell | 876 | $16.46 | $14K | 287K |
| 2026-05-08 | BYRNE SUSAN M | n/a | Sell | 600 | $16.17 | $10K | 288K |
| 2026-05-07 | BYRNE SUSAN M | n/a | Sell | 1K | $16.06 | $16K | 288K |
| 2026-05-06 | BYRNE SUSAN M | n/a | Sell | 260 | $16.09 | $4K | 289K |
| 2026-05-05 | BYRNE SUSAN M | n/a | Sell | 678 | $16.01 | $11K | 290K |
| 2026-05-04 | BYRNE SUSAN M | n/a | Sell | 239 | $16.02 | $4K | 290K |
| 2026-05-01 | BYRNE SUSAN M | n/a | Sell | 478 | $16.22 | $8K | 291K |
| 2026-04-30 | BYRNE SUSAN M | n/a | Sell | 994 | $16.28 | $16K | 291K |
| 2026-04-30 | Ryan Janice | n/a | Grant | 6K | $0.00 | $0 | 6K |
| 2026-04-30 | Murray Katherine | n/a | Grant | 6K | $0.00 | $0 | 11K |
| 2026-04-30 | MASTERSON ELLEN H | n/a | Grant | 6K | $0.00 | $0 | 53K |
| 2026-04-30 | Hoak J. Hale | n/a | Grant | 6K | $0.00 | $0 | 61K |
| 2026-04-30 | Bowman Randy A | n/a | Grant | 6K | $0.00 | $0 | 38K |
| 2026-04-29 | BYRNE SUSAN M | n/a | Sell | 500 | $16.56 | $8K | 292K |
| 2026-04-28 | BYRNE SUSAN M | n/a | Sell | 660 | $16.97 | $11K | 293K |
| 2026-04-27 | BYRNE SUSAN M | n/a | Sell | 733 | $16.66 | $12K | 293K |
| 2026-04-24 | BYRNE SUSAN M | n/a | Sell | 700 | $16.14 | $11K | 294K |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are the rarer, stronger signal.
Large holders (13D and 13G)
One row per reporting person, newest filing first. JSON9 holders above 5% have filed on WHG, 7 on Schedule 13D (active intent). The largest reported stake is BlackRock, Inc. at 5.1% of the class (475,431 shares), filed 2025-10-17 for an event on 2025-09-30.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-08-12 | 13D/Ano. 20 | GAMCO INVESTORS, INC. ET ALcorporation, parent holding company | 444K | 4.7% | 2026-08-11 |
| 2026-08-12 | 13D/Ano. 20 | Associated Capital Group, Inc.corporation, parent holding company | 99K | 1.0% | 2026-08-11 |
| 2026-08-12 | 13D/Ano. 20 | GABELLI FUNDS LLCcorporation, investment adviser | 97K | 1.0% | 2026-08-11 |
| 2026-08-12 | 13D/Ano. 20 | GABELLI FOUNDATION, INC.other entity | 8K | 0.1% | 2026-08-11 |
| 2026-08-12 | 13D/Ano. 20 | GGCP, INC.corporation, parent holding company | 0 | 0.0% | 2026-08-11 |
| 2026-08-12 | 13D/Ano. 20 | GAMCO Asset Management Inc.corporation, investment adviser | 4K | 0.0% | 2026-08-11 |
| 2026-08-12 | 13D/Ano. 20 | GABELLI MARIO Jindividual | 0 | 0.0% | 2026-08-11 |
| 2026-01-15 | 13G/Ano. 5 | DePrince, Race & Zollo, Inc.investment adviser | 0 | 0.0% | 2026-01-12 |
| 2025-10-17 | 13G | BlackRock, Inc.parent holding company | 475K | 5.1% | 2025-09-30 |
13F holders
Tracked managers holding WHG at their latest 13F. JSON1 of the 30 tracked managers held WHG at their latest 13F, $6.3M in total at quarter-end prices. Renaissance Technologies is the largest at $6.3M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 0 added shares and 1 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| Renaissance Technologies | 2026-06-30 | 329K | $6.3M | 0.01% | -22K |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
Financials
SEC XBRL, as filed. JSONIn Q2 2026 (quarter ended 2026-06-30) WESTWOOD HOLDINGS GROUP INC reported revenue of $25.3M, up 9.6% from the same quarter a year earlier, and net income of $1.5M (0.17 diluted EPS). In FY 2025 it generated $18.9M of operating cash flow and spent $5.4M on dividends.
- Cash
- $22.6M
- Equity
- $126.3M
- Total assets
- $155.4M
- Shares outstanding
- 9,484,473
Quarterly, last 8 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q2 2026 | 2026-06-30 | $25.3M | $1.5M | 6.0% | 0.17 |
| Q1 2026 | 2026-03-31 | $25.0M | $782K | 3.1% | 0.09 |
| Q4 2025derived | 2025-12-31 | $27.1M | $1.8M | 6.8% | n/a |
| Q3 2025 | 2025-09-30 | $24.3M | $3.7M | 15.4% | 0.41 |
| Q2 2025 | 2025-06-30 | $23.1M | $1.0M | 4.5% | 0.12 |
| Q1 2025 | 2025-03-31 | $23.3M | $477K | 2.1% | 0.05 |
| Q4 2024 | 2024-12-31 | $20.5M | -$3.1M | -15.3% | -0.40 |
| Q3 2024 | 2024-09-30 | $23.7M | -$1.2M | -5.0% | -0.15 |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2025 | 2025-12-31 | $97.8M | $7.1M | $18.9M | $86K | $0 | $5.4M |
| FY 2024 | 2024-12-31 | $94.7M | $2.2M | $21.1M | $109K | $1.3M | $5.4M |
| FY 2023 | 2023-12-31 | $89.8M | $10.6M | -$1.2M | $147K | $0 | $5.5M |
| FY 2022 | 2022-12-31 | $68.7M | -$4.6M | $51.5M | $320K | $2.9M | $5.6M |
| FY 2021 | 2021-12-31 | $73.1M | $9.8M | $19.4M | $178K | $3.0M | $22.9M |
Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are cash paid to repurchase common stock in the year (XBRL PaymentsForRepurchaseOfCommonStock), not authorizations. Balance sheet lines are as of 2026-06-30; shares outstanding as of 2026-02-27 from the cover page.
What this page is
WESTWOOD HOLDINGS GROUP INC in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page pulls every series the site collects for one ticker onto one URL, keyed by the SEC's own ticker list, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a summary sentence built from the rows (last value, change, range with dates) and its own JSON and CSV links. Nothing on the page is written by a model; the sentences change only when the data does. A page exists only for companies with data in at least two series, and every section says when its source last updated.
This page follows WESTWOOD HOLDINGS GROUP INC (WHG), SEC CIK 1165002, listed on NYSE, classified by the SEC as investment advice. The cross-market tables live on the short interest and insider transactions hubs.
Source and method
- Short interest
- FINRA consolidated short interestTwice a month, about eight business days after settlement. Latest 2026-08-31.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesEvery trading day, loaded the following morning. Latest 2026-09-11.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataTwice a month, a few weeks after the half month ends. Latest 2026-07-28.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GEDGAR read every 30 minutes; 13D within five business days of crossing 5%, 13G on the passive schedule. Latest 2026-08-12.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRQuarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC XBRL company factsRefreshed weekly from the SEC's structured data; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
- Insider trades
- SEC EDGAR Form 4EDGAR read every 30 minutes; filings are due two business days after the trade. Latest 2026-07-02.JSON and CSV
- Company record
- EDGAR filing index for CIK 1165002Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 30 requests a minute without a key, 120 a minute with a key from a free account.
Data checks. Every dataset is checked against its source once a day. This dataset passed the last run, 14 Sep 14:38 UTC.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a crowded short are the combination that has historically preceded squeezes; insider sells next to a crowded short are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
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Datasets
Frequently Asked Questions
How much of WHG is sold short?
What is WHG's daily short volume?
Does WHG have fails to deliver?
Are WHG insiders buying or selling?
Who owns more than 5% of WHG?
What did WHG report last quarter?
Which funds hold WHG?
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.