AI Holders Summary · Q1 2026

72 institutions reported WHG in Q1 2026. Allspring Global Investments Holdings, LLC leads at 12.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

Allspring Global Investments Holdings, LLC

CIK 0001890906

$10M613K0.02%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$8M509K0.00%Q1 2026 03

Settian Capital LP

CIK 0001911113

$8M471K5.43%Q1 2026 04

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$7M444K0.05%Q1 2026 05

GAMCO INVESTORS, INC. ET AL

CIK 0000807249

$7M444K0.07%Q1 2026 06

North Star Investment Management Corp.

CIK 0001342857

$6M381K0.38%Q1 2026 07

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$6M351K0.01%Q1 2026 08

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$5M321K0.00%Q1 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$5M280K0.00%Q1 2026 10

KING LUTHER CAPITAL MANAGEMENT CORP

CIK 0000310051

$3M185K0.01%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$3M160K0.00%Q1 2026 12

Garner Asset Management Corp

CIK 0001714093

$2M111K0.72%Q1 2026 13

AEGIS FINANCIAL CORP

CIK 0001140753

$2M100K0.28%Q1 2026 14

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$2M97K0.03%Q1 2026 15

STATE STREET CORP

CIK 0000093751

$1M88K0.00%Q1 2026 16

GABELLI FUNDS LLC

CIK 0001081407

$1M82K0.01%Q1 2026 17

Peapod Lane Capital LLC

CIK 0002050979

$1M79K1.06%Q1 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M69K0.00%Q1 2026 19

De Lisle Partners LLP

CIK 0002011184

$956K58K0.11%Q1 2026 20

BANK OF AMERICA CORP /DE/

CIK 0000070858

$920K56K0.00%Q1 2026

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