HoldingsChannel.com
Institutional Holders of WHG
HolderAmountPosition Size
($ in 1000's)
 As of
Allspring Global Investments Holdings LLC572,565$7,054 03/31/2024
     WHG572,565$7,054 03/31/2024
Renaissance Technologies LLC470,651$5,916 12/31/2023
     WHG470,651$5,916 12/31/2023
Deprince Race & Zollo Inc.464,919$5,844 12/31/2023
     WHG464,919$5,844 12/31/2023
Gamco Investors INC. ET AL448,500$5,638 12/31/2023
     WHG448,500$5,638 12/31/2023
Vanguard Group Inc.404,387$4,982 03/31/2024
     WHG404,387$4,982 03/31/2024
North Star Investment Management Corp.353,837$4,359 03/31/2024
     WHG353,837$4,359 03/31/2024
King Luther Capital Management Corp243,740$3,064 12/31/2023
     WHG243,740$3,064 12/31/2023
Russell Investments Group Ltd.242,324$2,985 03/31/2024
     WHG242,324$2,985 03/31/2024
Dimensional Fund Advisors LP238,104$2,933 03/31/2024
     WHG238,104$2,933 03/31/2024
BlackRock Inc.217,103$2,675 03/31/2024
     WHG217,103$2,675 03/31/2024
Acuitas Investments LLC135,890$1,674 03/31/2024
     WHG135,890$1,674 03/31/2024
Allred Capital Management LLC104,139$1,283 03/31/2024
     WHG104,139$1,283 03/31/2024
Gabelli Funds LLC99,546$1,251 12/31/2023
     WHG99,546$1,251 12/31/2023
Aegis Financial Corp100,002$1,232 03/31/2024
     WHG100,002$1,232 03/31/2024
Bridgeway Capital Management Inc.75,858$954 12/31/2023
     WHG75,858$954 12/31/2023
Geode Capital Management LLC75,717$952 12/31/2023
     WHG75,717$952 12/31/2023
Garner Asset Management Corp60,395$714 12/31/2023
     WHG60,395$714 12/31/2023
Bank of America Corp DE51,810$651 12/31/2023
     WHG51,810$651 12/31/2023
Prosperity Consulting Group LLC43,579$537 03/31/2024
     WHG43,579$537 03/31/2024
Northern Trust Corp31,576$397 12/31/2023
     WHG31,576$397 12/31/2023
De Lisle Partners LLP29,684$368 03/31/2024
     WHG29,684$368 03/31/2024
State Street Corp28,613$364 12/31/2023
     WHG28,613$364 12/31/2023
Citadel Advisors LLC $331 12/31/2023
     WHG26,261$330 12/31/2023
     Call1,600$20 12/31/2023
     Put1,500$19 12/31/2023
Levin Capital Strategies L.P.25,508$321 12/31/2023
     WHG25,508$321 12/31/2023
Marquette Asset Management LLC25,735$317 03/31/2024
     WHG25,735$317 03/31/2024
Empowered Funds LLC22,281$275 03/31/2024
     WHG22,281$275 03/31/2024
Cerity Partners LLC20,520$258 12/31/2023
     WHG20,520$258 12/31/2023
Arete Wealth Advisors LLC16,931$213 12/31/2023
     WHG16,931$213 12/31/2023
Wealth Enhancement Advisory Services LLC14,861$183 03/31/2024
     WHG14,861$183 03/31/2024
Squarepoint Ops LLC14,493$182 12/31/2023
     WHG14,493$182 12/31/2023
Connor Clark & Lunn Investment Management Ltd.13,894$171 03/31/2024
     WHG13,894$171 03/31/2024
Price T Rowe Associates Inc. MD13,200$166 12/31/2023
     WHG13,200$166 12/31/2023
SpiderRock Advisors LLC11,292$144 03/31/2024
     WHG11,292$144 03/31/2024
GABELLI & Co INVESTMENT ADVISERS INC.11,000$138 12/31/2023
     WHG11,000$138 12/31/2023
Two Sigma Advisers LP10,500$132 12/31/2023
     WHG10,500$132 12/31/2023
Wallace Capital Management Inc.10,159$128 12/31/2023
     WHG10,159$128 12/31/2023
Royal Bank of Canada7,280$91 12/31/2023
     WHG7,280$91 12/31/2023
Morgan Stanley4,617$58 12/31/2023
     WHG4,617$58 12/31/2023
Wells Fargo & Company MN1,524$19 03/31/2024
     WHG1,524$19 03/31/2024
GWM Advisors LLC1,402$18 12/31/2023
     WHG1,402$18 12/31/2023
UBS Group AG1,187$15 12/31/2023
     WHG1,187$15 12/31/2023
Barclays PLC1,110$14 12/31/2023
     WHG1,110$14 12/31/2023
Advisor Group Holdings Inc.700$9 03/31/2024
     WHG700$9 03/31/2024
JPMorgan Chase & Co.493$6 03/31/2024
     WHG493$6 03/31/2024
IFP Advisors Inc422$5 12/31/2023
     WHG422$5 12/31/2023
Qube Research & Technologies Ltd201$3 12/31/2023
     WHG201$3 12/31/2023
Cullen Frost Bankers Inc.133$2 03/31/2024
     WHG133$2 03/31/2024
Proequities Inc. $0 03/31/2024
     Put0$0 03/31/2024
     WHG0$0 03/31/2024
     Call0$0 03/31/2024

See All: Funds Holding WHG
See Details: Top 10 Hedge Funds Holding WHG
Also See: WHG Insider Buying
Also See: WHG Holdings Changes

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