Empfehlung
19,6
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
63.6
10 neu, 15 erhöht, 11,1M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | WESTWOOD HOLDINGS GROUP INC |
|---|---|
| Ticker | WHG |
| CIK | 0001165002 |
Branche
| SIC-Code | 6282 |
|---|---|
| Beschreibung | Investment Advice |
Wertpapier
| CUSIP | 00430HAB8 |
|---|---|
| ISIN | US00430HAB87 |
| Typ | Common Stock |
| Titel | ACCELERATE DIAGNOSTICS INC |
Status
| Zuletzt geprüft | 2026-03-20 22:38:16.697741 |
|---|
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2025-12-31 | 10-K | 97,762,000 | 7,077,000 | 0.79 | 162,298,000 | 125,615,000 |
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 746,935 | 518,509 | 228,426 | 16,913,216 | Aufgestockt | +44,1% | |
| Allspring Global Investments Holdings, LLC | 606,812 | 593,753 | 13,059 | 10,698,096 | Aufgestockt | +2,2% | |
| BlackRock, Inc. | 512,735 | 489,137 | 23,598 | 8,824,161 | Aufgestockt | +4,8% | |
| VANGUARD GROUP INC | 398,354 | 397,265 | 1,089 | 6,855,673 | Aufgestockt | +0,3% | |
| RENAISSANCE TECHNOLOGIES LLC | 373,458 | 388,658 | -15,200 | 6,427,212 | Reduziert | -3,9% | |
| DIMENSIONAL FUND ADVISORS LP | 274,516 | 273,088 | 1,428 | 4,724,329 | Aufgestockt | +0,5% | |
| GEODE CAPITAL MANAGEMENT, LLC | 163,166 | 162,270 | 896 | 2,808,438 | Aufgestockt | +0,6% | |
| JANE STREET GROUP, LLC | 87,529 | 0 | 87,529 | 2,190,597 | Neu | +100,0% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 93,789 | 90,421 | 3,368 | 1,614,109 | Aufgestockt | +3,7% | |
| STATE STREET CORP | 86,726 | 81,279 | 5,447 | 1,504,795 | Aufgestockt | +6,7% | |
| NORTHERN TRUST CORP | 65,734 | 70,683 | -4,949 | 1,131,282 | Reduziert | -7,0% | |
| De Lisle Partners LLP | 58,920 | 72,921 | -14,001 | 1,020,740 | Reduziert | -19,2% | |
| BANK OF AMERICA CORP /DE/ | 54,838 | 58,026 | -3,188 | 943,761 | Reduziert | -5,5% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,353 | 36,702 | -1,349 | 758,364 | Reduziert | -3,7% | |
| MetLife Investment Management, LLC | 13,138 | 13,138 | 0 | 657,426 | Unverändert | 0,0% | |
| Empowered Funds, LLC | 34,969 | 31,168 | 3,801 | 576,639 | Aufgestockt | +12,2% | |
| LEVIN CAPITAL STRATEGIES, L.P. | 25,508 | 25,508 | 0 | 438,993 | Unverändert | 0,0% | |
| SEI INVESTMENTS CO | 24,116 | 0 | 24,116 | 415,036 | Neu | +100,0% | |
| OLD MISSION CAPITAL LLC | 16,406 | 20,329 | -3,923 | 351,928 | Reduziert | -19,3% | |
| MORGAN STANLEY | 19,609 | 17,659 | 1,950 | 337,476 | Aufgestockt | +11,0% | |
| LPL Financial LLC | 15,245 | 0 | 15,245 | 327,023 | Neu | +100,0% | |
| Private Advisor Group, LLC | 14,370 | 0 | 14,370 | 308,254 | Neu | +100,0% | |
| Connor, Clark & Lunn Investment Management Ltd. | 13,757 | 13,598 | 159 | 236,758 | Aufgestockt | +1,2% | |
| BARCLAYS PLC | 12,396 | 1,088 | 11,308 | 213,335 | Aufgestockt | +1039,3% | |
| GOLDMAN SACHS GROUP INC | 11,543 | 0 | 11,543 | 198,655 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 10,032 | 7,171 | 2,861 | 172,654 | Aufgestockt | +39,9% | |
| Cerity Partners LLC | 10,389 | 10,374 | 15 | 171,315 | Aufgestockt | +0,1% | |
| Ancora Advisors LLC | 10,009 | 0 | 10,009 | 156,140 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 8,602 | 10,191 | -1,589 | 148,040 | Reduziert | -15,6% | |
| DEUTSCHE BANK AG\ | 8,261 | 0 | 8,261 | 136,224 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 5,765 | 7,384 | -1,619 | 99,210 | Reduziert | -21,9% | |
| RAYMOND JAMES FINANCIAL INC | 5,425 | 0 | 5,425 | 84,630 | Neu | +100,0% | |
| UBS Group AG | 3,840 | 5,170 | -1,330 | 66,086 | Reduziert | -25,7% | |
| NEW YORK STATE COMMON RETIREMENT FUND | 3,600 | 3,600 | 0 | 61,956 | Unverändert | 0,0% | |
| BNP PARIBAS FINANCIAL MARKETS | 1,935 | 1,842 | 93 | 33,301 | Aufgestockt | +5,0% | |
| Police & Firemen's Retirement System of New Jersey | 1,901 | 1,901 | 0 | 32,716 | Unverändert | 0,0% | |
| Ameritas Investment Partners, Inc. | 761 | 761 | 0 | 13,097 | Unverändert | 0,0% | |
| Legal & General Group Plc | 675 | 675 | 0 | 11,617 | Unverändert | 0,0% | |
| OSAIC HOLDINGS, INC. | 671 | 670 | 1 | 11,561 | Aufgestockt | +0,1% | |
| Tower Research Capital LLC (TRC) | 604 | 667 | -63 | 10,395 | Reduziert | -9,4% | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 457 | 466 | -9 | 7,865 | Reduziert | -1,9% | |
| FMR LLC | 175 | 358 | -183 | 3,009 | Reduziert | -51,1% | |
| CITIGROUP INC | 170 | 87 | 83 | 2,925 | Aufgestockt | +95,4% | |
| Rockefeller Capital Management L.P. | 74 | 0 | 74 | 1,274 | Neu | +100,0% | |
| Farther Finance Advisors, LLC | 66 | 138 | -72 | 1,136 | Reduziert | -52,2% | |
| GAMMA Investing LLC | 42 | 0 | 42 | 693 | Neu | +100,0% | |
| MAI Capital Management | 34 | 0 | 34 | 586 | Neu | +100,0% | |
| Arete Wealth Advisors, LLC | 20,220 | 20,220 | 0 | 348 | Unverändert | 0,0% | |
| SBI Securities Co., Ltd. | 20 | 20 | 0 | 344 | Unverändert | 0,0% | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 16,622 | 16,622 | 0 | 287 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-02-23 | Forbes Murray III | Officer, Chief Financial Officer | Open Market Sale | -2,859 | 16.22 | -46,372.98 | -52,2% | |
| 2026-02-23 | Helfert Adrian | Officer, CIO, Multi-Asset Inv. | Open Market Sale | -10,772 | 16.22 | -174,721.84 | -196,7% | |
| 2025-12-10 | CASEY BRIAN O | Director, Officer, CEO | Open Market Sale | -8,341 | 16.55 | -138,038.55 | -155,4% | |
| 2025-12-08 | CASEY BRIAN O | Director, Officer, CEO | Open Market Sale | -1,602 | 16.45 | -26,345.85 | -29,7% | |
| 2025-11-10 | CASEY BRIAN O | Director, Officer, CEO | Open Market Sale | -370 | 17.00 | -6,290.00 | -7,1% | |
| 2025-08-29 | CASEY BRIAN O | Director, Officer, CEO | Open Market Sale | -6,750 | 18.00 | -121,500.00 | -136,8% | |
| 2025-06-05 | Gomez Fabian | Officer, President | Open Market Sale | -7,000 | 15.50 | -108,500.00 | -122,2% |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 746,935 | 16,913,216 | 24.19 |
| Allspring Global Investments Holdings, LLC | 606,812 | 10,698,096 | 15.30 |
| BlackRock, Inc. | 512,735 | 8,824,161 | 12.62 |
| VANGUARD GROUP INC | 398,354 | 6,855,673 | 9.80 |
| RENAISSANCE TECHNOLOGIES LLC | 373,458 | 6,427,212 | 9.19 |
| DIMENSIONAL FUND ADVISORS LP | 274,516 | 4,724,329 | 6.76 |
| GEODE CAPITAL MANAGEMENT, LLC | 163,166 | 2,808,438 | 4.02 |
| JANE STREET GROUP, LLC | 87,529 | 2,190,597 | 3.13 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 93,789 | 1,614,109 | 2.31 |
| STATE STREET CORP | 86,726 | 1,504,795 | 2.15 |
| NORTHERN TRUST CORP | 65,734 | 1,131,282 | 1.62 |
| De Lisle Partners LLP | 58,920 | 1,020,740 | 1.46 |
| BANK OF AMERICA CORP /DE/ | 54,838 | 943,761 | 1.35 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,353 | 758,364 | 1.08 |
| LEVIN CAPITAL STRATEGIES, L.P. | 25,508 | 438,993 | 0.63 |
| SEI INVESTMENTS CO | 24,116 | 415,036 | 0.59 |
| OLD MISSION CAPITAL LLC | 16,406 | 351,928 | 0.50 |
| MORGAN STANLEY | 19,609 | 337,476 | 0.48 |
| LPL Financial LLC | 15,245 | 327,023 | 0.47 |
| Private Advisor Group, LLC | 14,370 | 308,254 | 0.44 |