SUSAN M BYRNE, an insider at $WHG, sold 1,800 shares of the company on 06-10-2026 for an estimated $31,586. We received data on the trade from a recent SEC filing. This was a sale of approximately 0.7% of their shares of this class of stock. Following this trade, they now own 270,921 shares of this class of $WHG stock.
$WHG Insider Trading Activity
$WHG insiders have traded $WHG stock on the open market 47 times in the past 6 months. Of those trades, 0 have been purchases and 47 have been sales.
Here’s a breakdown of recent trading of $WHG stock by insiders over the last 6 months:
- SUSAN M BYRNE has made 0 purchases and 41 sales selling 35,285 shares for an estimated $585,056.
- BRIAN O CASEY (CEO) sold 18,943 shares for an estimated $307,255
- ADRIAN HELFERT (CIO, Multi-Asset Inv.) sold 10,772 shares for an estimated $174,721
- FABIAN GOMEZ (President) sold 6,223 shares for an estimated $100,937
- MATTHEW LOCKRIDGE (Head, U.S. Value Inv.) sold 5,379 shares for an estimated $87,247
- MURRAY III FORBES (Chief Financial Officer) sold 2,859 shares for an estimated $46,372
- DAVID O LINTON (Head of Distribution) sold 2,654 shares for an estimated $43,047
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$WHG Hedge Fund Activity
We have seen 33 institutional investors add shares of $WHG stock to their portfolio, and 26 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WESTWOOD HOLDINGS GROUP INC added 444,245 shares (+inf%) to their portfolio in Q1 2026, for an estimated $7,316,715
- RENAISSANCE TECHNOLOGIES LLC removed 22,691 shares (-6.1%) from their portfolio in Q1 2026, for an estimated $373,720
- ADVISOR OS, LLC added 20,035 shares (+inf%) to their portfolio in Q1 2026, for an estimated $329,976
- GARNER ASSET MANAGEMENT CORP removed 13,290 shares (-10.7%) from their portfolio in Q1 2026, for an estimated $218,886
- PEAPOD LANE CAPITAL LLC removed 9,821 shares (-11.1%) from their portfolio in Q1 2026, for an estimated $161,751
- BARCLAYS PLC removed 9,638 shares (-77.8%) from their portfolio in Q1 2026, for an estimated $158,737
- NORTH STAR INVESTMENT MANAGEMENT CORP. added 8,816 shares (+2.4%) to their portfolio in Q1 2026, for an estimated $145,199
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$WHG Revenue
$WHG had revenues of $25M in Q1 2026. This is an increase of 7.37% from the same period in the prior year.
You can track WHG financials on Quiver Quantitative's WHG stock page.
You can access data on WHG stock through the Quiver Quantitative API.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
