WHG
WESTWOOD HOLDINGS GROUP INC
-0.05 (-0.27%)18.50USD4.8K成交股數175M市值13.2本益比(近四季)1.7股價營收比+9.6%營收年增(近四季)2026-10-29下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 13 · 768K · 1 |
| 其中 10b5-1 計畫賣出 | 13 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 1.6M |
| 近 180 天 淨額 | −1.6M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-07-02 | 07-07 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 4.5K | 19.88 | 89K | 230K | SEC |
| 2026-07-01 | 07-07 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 3.6K | 19.35 | 69K | 235K | SEC |
| 2026-06-30 | 07-01 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 1.1K | 19.17 | 21K | 239K | SEC |
| 2026-06-30 | 06-30 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 1.1K | 19.17 | 21K | 239K | SEC |
| 2026-06-29 | 07-01 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 7.2K | 20.03 | 144K | 240K | SEC |
| 2026-06-29 | 06-30 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 7.1K | 20.03 | 143K | 240K | SEC |
| 2026-06-26 | 07-01 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 4.3K | 19.39 | 83K | 247K | SEC |
| 2026-06-26 | 06-30 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 4.3K | 19.39 | 83K | 247K | SEC |
| 2026-06-25 | 06-25 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 500 | 18.21 | 9K | 252K | SEC |
| 2026-06-24 | 06-25 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 1.3K | 18.32 | 24K | 252K | SEC |
| 2026-06-23 | 06-25 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 2.5K | 18.45 | 46K | 253K | SEC |
| 2026-06-22 | 07-01 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 1.0K | 18.31 | 18K | 256K | SEC |
| 2026-06-22 | 06-22 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 1.0K | 18.31 | 18K | 256K | SEC |
| 2026-06-18 | 07-01 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 1.6K | 18.35 | 29K | 257K | SEC |
| 2026-06-18 | 06-22 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 1.5K | 18.35 | 28K | 257K | SEC |
| 2026-06-17 | 07-01 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 350 | 18.10 | 6K | 258K | SEC |
| 2026-06-17 | 06-22 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 350 | 18.10 | 6K | 258K | SEC |
| 2026-06-16 | 06-16 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 1.6K | 18.29 | 30K | 259K | SEC |
| 2026-06-15 | 06-16 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 2.9K | 17.96 | 52K | 260K | SEC |
| 2026-06-12 | 06-16 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 4.4K | 17.86 | 78K | 263K | SEC |
| 2026-06-11 | 06-12 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 3.3K | 17.43 | 58K | 268K | SEC |
| 2026-06-10 | 06-12 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 1.8K | 17.55 | 32K | 271K | SEC |
| 2026-06-09 | 08-07 | Ryan Janice | Director | A 獲配股票 | 5.9K | – | – | 11.7K | SEC |
| 2026-06-09 | 06-09 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 1.9K | 17.46 | 33K | 273K | SEC |
| 2026-06-08 | 06-09 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 607 | 17.11 | 10K | 275K | SEC |
| 2026-06-05 | 06-09 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 616 | 17.34 | 11K | 275K | SEC |
| 2026-06-02 | 06-02 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 406 | 16.33 | 7K | 276K | SEC |
| 2026-06-01 | 06-02 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 1.3K | 16.02 | 21K | 276K | SEC |
| 2026-05-29 | 06-02 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 1.1K | 16.40 | 18K | 278K | SEC |
| 2026-05-28 | 05-28 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 2.0K | 16.37 | 33K | 279K | SEC |
| 2026-05-27 | 05-28 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 1.1K | 16.20 | 17K | 281K | SEC |
| 2026-05-26 | 05-28 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 1.7K | 16.21 | 27K | 282K | SEC |
| 2026-05-22 | 05-22 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 613 | 16.02 | 10K | 283K | SEC |
| 2026-05-21 | 05-22 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 300 | 16.01 | 5K | 284K | SEC |
| 2026-05-20 | 05-22 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 206 | 16.01 | 3K | 284K | SEC |
| 2026-05-18 | 05-18 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 651 | 16.08 | 10K | 285K | SEC |
| 2026-05-14 | 05-18 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 500 | 16.00 | 8K | 285K | SEC |
| 2026-05-13 | 05-13 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 300 | 16.01 | 5K | 286K | SEC |
| 2026-05-12 | 05-13 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 991 | 16.27 | 16K | 286K | SEC |
| 2026-05-11 | 05-13 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 876 | 16.46 | 14K | 287K | SEC |
| 2026-05-08 | 05-08 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 600 | 16.17 | 10K | 288K | SEC |
| 2026-05-07 | 05-08 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 1.0K | 16.06 | 16K | 288K | SEC |
| 2026-05-06 | 05-08 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 260 | 16.09 | 4K | 289K | SEC |
| 2026-05-05 | 05-08 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 678 | 16.01 | 11K | 290K | SEC |
| 2026-05-04 | 05-04 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 239 | 16.02 | 4K | 290K | SEC |
| 2026-05-01 | 05-04 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 478 | 16.22 | 8K | 291K | SEC |
| 2026-04-30 | 05-06 | Bowman Randy A | Director | A 獲配股票 | 5.8K | – | – | 37.5K | SEC |
| 2026-04-30 | 05-06 | Ryan Janice | Director | A 獲配股票 | 5.8K | – | – | 5.8K | SEC |
| 2026-04-30 | 05-06 | Murray Katherine | Director | A 獲配股票 | 5.8K | – | – | 11.5K | SEC |
| 2026-04-30 | 05-06 | Hoak J. Hale | Director | A 獲配股票 | 5.8K | – | – | 60.8K | SEC |
| 2026-04-30 | 05-06 | MASTERSON ELLEN H | Director | A 獲配股票 | 5.8K | – | – | 52.6K | SEC |
| 2026-04-30 | 05-04 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 994 | 16.28 | 16K | 291K | SEC |
| 2026-04-29 | 04-29 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 500 | 16.56 | 8K | 292K | SEC |
| 2026-04-28 | 04-29 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 660 | 16.97 | 11K | 293K | SEC |
| 2026-04-27 | 04-29 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 733 | 16.66 | 12K | 293K | SEC |
| 2026-04-24 | 04-24 | BYRNE SUSAN M | Other | S 公開市場賣出 | 700 | 16.14 | 11K | 294K | SEC |
| 2026-04-23 | 04-24 | BYRNE SUSAN M | Other | S 公開市場賣出 | 9 | 17.27 | 155.43 | 295K | SEC |
| 2026-04-22 | 04-24 | BYRNE SUSAN M | Other | S 公開市場賣出 | 294 | 15.85 | 5K | 295K | SEC |
| 2026-04-21 | 04-21 | BYRNE SUSAN M | Other | S 公開市場賣出 | 532 | 16.17 | 9K | 295K | SEC |
| 2026-04-20 | 04-21 | BYRNE SUSAN M | Other | S 公開市場賣出 | 500 | 16.64 | 8K | 296K | SEC |
| 2026-04-17 | 04-21 | BYRNE SUSAN M | Other | S 公開市場賣出 | 700 | 16.36 | 11K | 296K | SEC |
| 2026-04-16 | 04-16 | BYRNE SUSAN M | Other | S 公開市場賣出 | 500 | 16.14 | 8K | 297K | SEC |
| 2026-04-15 | 04-16 | BYRNE SUSAN M | Other | S 公開市場賣出 | 1.5K | 16.45 | 25K | 297K | SEC |
| 2026-04-14 | 04-16 | BYRNE SUSAN M | Other | S 公開市場賣出 | 301 | 16.48 | 5K | 299K | SEC |
| 2026-04-13 | 04-13 | BYRNE SUSAN M | Other | S 公開市場賣出 | 1.6K | 16.32 | 26K | 299K | SEC |
| 2026-04-10 | 04-13 | BYRNE SUSAN M | Other | S 公開市場賣出 | 900 | 16.11 | 14K | 301K | SEC |
| 2026-04-09 | 04-13 | BYRNE SUSAN M | Other | S 公開市場賣出 | 401 | 16.31 | 7K | 302K | SEC |
| 2026-04-08 | 04-08 | BYRNE SUSAN M | Other | S 公開市場賣出 | 704 | 16.46 | 12K | 302K | SEC |
| 2026-04-07 | 07-07 | BYRNE SUSAN M | Other | S 公開市場賣出(10b5-1) | 400 | 16.13 | 6K | 239K | SEC |
| 2026-04-06 | 04-08 | BYRNE SUSAN M | Other | S 公開市場賣出 | 700 | 16.31 | 11K | 303K | SEC |
| 2026-04-02 | 04-08 | BYRNE SUSAN M | Other | S 公開市場賣出 | 600 | 16.21 | 10K | 303K | SEC |
| 2026-04-01 | 04-08 | BYRNE SUSAN M | Other | S 公開市場賣出 | 1.5K | 16.83 | 25K | 304K | SEC |
| 2026-02-23 | 03-16 | Helfert Adrian | CIO, Multi-Asset Inv. | F 繳稅扣股 | 10.8K | 16.22 | 175K | 163K | SEC |
| 2026-02-23 | 03-16 | Lockridge Matthew | Head, U.S. Value Inv. | F 繳稅扣股 | 5.4K | 16.22 | 87K | 77.9K | SEC |
| 2026-02-23 | 03-16 | Forbes Murray III | Chief Financial Officer | F 繳稅扣股 | 2.9K | 16.22 | 46K | 65.8K | SEC |
| 2026-02-23 | 03-16 | Forbes Murray III | Chief Financial Officer | A 獲配股票 | 11.1K | – | – | 65.8K | SEC |
| 2026-02-23 | 03-16 | Gomez Fabian | President and COO | F 繳稅扣股 | 6.2K | 16.22 | 101K | 123K | SEC |
| 2026-02-23 | 03-16 | Gomez Fabian | President and COO | A 獲配股票 | 32.3K | – | – | 123K | SEC |
| 2026-02-23 | 03-16 | CASEY BRIAN O | CEO | F 繳稅扣股 | 18.9K | 16.22 | 307K | 531K | SEC |
| 2026-02-23 | 03-16 | CASEY BRIAN O | CEO | A 獲配股票 | 57.2K | – | – | 531K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 593K | 11.4M | −20.5K (-3%) | 減碼 |
| BlackRock, Inc. | 582K | 11.2M | +72.8K (+14%) | 加碼 |
| WESTWOOD HOLDINGS GROUP INC | 519K | 9.9M | +74.7K (+17%) | 加碼 |
| Settian Capital LP | 471K | 9.0M | 不變 | 持平 |
| GAMCO INVESTORS, INC. ET AL | 444K | 8.5M | 不變 | 持平 |
| North Star Investment Management Corp. | 388K | 7.4M | +7.0K (+2%) | 加碼 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 329K | 6.3M | −22.2K (-6%) | 減碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 327K | 6.3M | +6.5K (+2%) | 加碼 |
| DIMENSIONAL FUND ADVISORS LP | 284K | 5.5M | +4.8K (+2%) | 加碼 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 185K | 3.5M | 不變 | 持平 |
| GEODE CAPITAL MANAGEMENT, LLC | 172K | 3.3M | +12.2K (+8%) | 加碼 |
| AEGIS FINANCIAL CORP | 99.9K | 1.9M | 不變 | 持平 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 99.5K | 1.9M | +2.1K (+2%) | 加碼 |
| Garner Asset Management Corp | 94.4K | 1.8M | −16.6K (-15%) | 減碼 |
| STATE STREET CORP | 87.0K | 1.7M | −1.4K (-2%) | 減碼 |
| GABELLI FUNDS LLC | 82.2K | 1.6M | 不變 | 持平 |
| Peapod Lane Capital LLC | 80.1K | 1.5M | +1.3K (+2%) | 加碼 |
| NORTHERN TRUST CORP | 55.5K | 1.1M | −13.7K (-20%) | 減碼 |
| De Lisle Partners LLP | 50.0K | 960K | −8.2K (-14%) | 減碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 50.0K | 958K | +7.1K (+17%) | 加碼 |
| VANGUARD FIDUCIARY TRUST CO | 46.9K | 900K | +500 (+1%) | 加碼 |
| BANK OF AMERICA CORP /DE/ | 46.3K | 887K | −9.5K (-17%) | 減碼 |
| Empowered Funds, LLC | 44.0K | 843K | +2.1K (+5%) | 加碼 |
| SEI INVESTMENTS CO | 40.4K | 774K | +8.8K (+28%) | 加碼 |
| LEVIN CAPITAL STRATEGIES, L.P. | 25.5K | 489K | 不變 | 持平 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 71 +2 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 6 / 4 / 33 / 18 |
| 機構合計持股 · 佔流通股 | 5.4M · 57.4% |
| 合計季末市值 | 104M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 114K |
|---|---|
| 與上期比 | +2.1% |
| 佔流通股數 | 1.20% |
| 日均成交量 | 18.4K |
| 回補天數 | 6.2 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 114K | +2.1% | 1.20% | 18.4K | 6.2 |
| 2026-08-14 | 112K | +3.9% | 1.18% | 19.5K | 5.7 |
| 2026-07-31 | 108K | -9.9% | 1.13% | 16.4K | 6.5 |
| 2026-07-15 | 119K | -4.8% | 1.26% | 29.6K | 4.0 |
| 2026-06-30 | 125K | +2.7% | 1.32% | 46.7K | 2.7 |
| 2026-06-15 | 122K | +0.5% | 1.29% | 22.6K | 5.4 |
| 2026-05-29 | 122K | +4.6% | 1.28% | 12.8K | 9.5 |
| 2026-05-15 | 116K | -15.5% | 1.23% | 15.3K | 7.6 |
| 2026-04-30 | 138K | -4.6% | 1.45% | 8.4K | 16.4 |
| 2026-04-15 | 144K | -3.6% | 1.52% | 9.2K | 15.6 |
| 2026-03-31 | 150K | +13.9% | 1.58% | 14.7K | 10.2 |
| 2026-03-13 | 131K | +8.7% | 1.39% | 13.8K | 9.6 |
| 2026-02-27 | 121K | -10.8% | 1.27% | 8.9K | 13.6 |
| 2026-02-13 | 136K | -4.5% | 1.43% | 8.1K | 16.8 |
| 2026-01-30 | 142K | -1.9% | 1.50% | 9.2K | 15.4 |
| 2026-01-15 | 145K | -0.2% | 1.53% | 9.7K | 14.9 |
| 2025-12-31 | 145K | -5.9% | 1.53% | 21.5K | 6.8 |
| 2025-12-15 | 154K | -5.4% | 1.63% | 14.0K | 11.0 |
| 2025-11-28 | 163K | +28.9% | 1.72% | 8.4K | 19.4 |
| 2025-11-14 | 126K | +6.0% | 1.33% | 9.0K | 14.0 |
| 2025-10-31 | 119K | -3.9% | 1.26% | 5.9K | 20.2 |
| 2025-10-15 | 124K | -19.1% | 1.31% | 6.9K | 17.9 |
| 2025-09-30 | 153K | +6.0% | 1.62% | 15.1K | 10.1 |
| 2025-09-15 | 145K | +0.3% | 1.52% | 8.0K | 18.0 |
| 2025-08-29 | 144K | -3.9% | 1.52% | 11.1K | 13.0 |
| 2025-08-15 | 150K | -1.3% | 1.58% | 12.1K | 12.4 |