As of June 18, 2026, the three largest insider holders of WHG are Investment Management, Llc Jcp (Other, 836.42K shares), Brian O Casey (Ceo, 530.61K shares), Susan M Byrne (Co Chief Investment Officer, 294.01K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Ellen H Masterson | - | 46,834 | 0 | 23 May, 2025 |
| Holdings Group Inc Westwood | - | 44,394 | 0 | 09 May, 2024 |
| Brian O Casey | Ceo | 530,610 | 0 | 16 Mar, 2026 |
| Raymond E Wooldridge | - | 77,597 | 0 | 03 Nov, 2021 |
| Susan M Byrne | Co Chief Investment Officer | 294,009 | 0 | 23 Apr, 2026 |
| Richard M Frank | - | 82,228 | 0 | 20 May, 2024 |
| Geoffrey Norman | - | 50,084 | 0 | 14 May, 2025 |
| J. Hale Hoak | - | 54,990 | 0 | 14 May, 2025 |
| Investment Management, Llc Jcp | - | 0 | 836,416 | 13 Jun, 2022 |
| Julie Kramer Gerron | General Counsel Cco | 69,920 | 0 | 27 Feb, 2023 |
| Fabian Gomez | President And Coo | 122,573 | 0 | 16 Mar, 2026 |
| Murray Iii Forbes | Chief Financial Officer | 65,826 | 0 | 16 Mar, 2026 |
| Steve Paddon | Head Of Distribution | 49,418 | 0 | 28 Feb, 2022 |
| Randy A Bowman | - | 31,752 | 0 | 14 May, 2025 |
| Katherine Murray | - | 5,690 | 0 | 14 May, 2025 |
| Matthew Lockridge | Head, U.S. Value Inv. | 77,900 | 0 | 16 Mar, 2026 |
| Adrian Helfert | Cio, Multi Asset Inv. | 162,751 | 0 | 16 Mar, 2026 |
| Leah Bennett | President Westwood Wealth Mgmt | 56,021 | 0 | 27 Feb, 2024 |
| John Porter Montgomery | Chief Operating Officer | 75,816 | 0 | 12 Sep, 2023 |
| John Anthony Jr Ehinger | Head Of Legal And Compliance | 18,252 | 0 | 16 Mar, 2026 |
| Matthew Mazzei | Controller | 3,809 | 0 | 24 Feb, 2025 |
| David O Linton | Head Of Distribution | 29,415 | 0 | 16 Mar, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 22 Apr, 2026 | Susan M Byrne | common stock | D | 294 | $15.85 | 294,718 | D | S |
| 23 Apr, 2026 | Susan M Byrne | common stock | D | 9 | $17.27 | 294,709 | D | S |
| 24 Apr, 2026 | Susan M Byrne | common stock | D | 700 | $16.14 | 294,009 | D | S |
| 17 Apr, 2026 | Susan M Byrne | common stock | D | 700 | $16.36 | 296,044 | D | S |
| 20 Apr, 2026 | Susan M Byrne | common stock | D | 500 | $16.64 | 295,544 | D | S |
| 21 Apr, 2026 | Susan M Byrne | common stock | D | 532 | $16.17 | 295,012 | D | S |
| 14 Apr, 2026 | Susan M Byrne | common stock | D | 301 | $16.48 | 298,744 | D | S |
| 15 Apr, 2026 | Susan M Byrne | common stock | D | 1,500 | $16.45 | 297,244 | D | S |
| 16 Apr, 2026 | Susan M Byrne | common stock | D | 500 | $16.14 | 296,744 | D | S |
| 09 Apr, 2026 | Susan M Byrne | common stock | D | 401 | $16.31 | 301,545 | D | S |
| 10 Apr, 2026 | Susan M Byrne | common stock | D | 900 | $16.11 | 300,645 | D | S |
| 13 Apr, 2026 | Susan M Byrne | common stock | D | 1,600 | $16.32 | 299,045 | D | S |
| 01 Apr, 2026 | Susan M Byrne | common stock | D | 1,494 | $16.83 | 303,950 | D | S |
| 02 Apr, 2026 | Susan M Byrne | common stock | D | 600 | $16.21 | 303,350 | D | S |
| 06 Apr, 2026 | Susan M Byrne | common stock | D | 700 | $16.31 | 302,650 | D | S |
| 08 Apr, 2026 | Susan M Byrne | common stock | D | 704 | $16.46 | 301,946 | D | S |
| 23 Feb, 2026 | Matthew Lockridge | common stock | D | 5,379 | $16.22 | 77,900 | D | F |
| 23 Feb, 2026 | Adrian Helfert | common stock | D | 10,772 | $16.22 | 162,751 | D | F |
| 23 Feb, 2026 | Fabian Gomez | common stock | A | 32,287 | $0.00 | 122,573 | D | A |
| 23 Feb, 2026 | Brian O Casey | common stock | A | 57,194 | $0.00 | 530,610 | D | A |