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WHG: BlackRock discloses 5.1% ownership via Schedule 13G

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

BlackRock, Inc. filed a Schedule 13G reporting beneficial ownership of 475,431 shares of Westwood Holdings Group (WHG) common stock, representing 5.1% of the class as of September 30, 2025.

The filing lists sole voting power over 463,997 shares and sole dispositive power over 475,431 shares, with no shared voting or dispositive power. BlackRock states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The filing notes that various persons may receive dividends or sale proceeds from these shares, and no single person’s interest exceeds 5% of outstanding common shares.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



BlackRock, Inc.
Signature:Spencer Fleming
Name/Title:Managing Director
Date:10/17/2025
Exhibit Information

Exhibit 24: Power of Attorney Exhibit 99: Item 7

FAQ

What stake did BlackRock disclose in WHG?

BlackRock reported beneficial ownership of 475,431 shares, or 5.1% of Westwood Holdings Group’s common stock as of September 30, 2025.

How much voting and dispositive power does BlackRock have over WHG shares?

The filing shows sole voting power over 463,997 shares and sole dispositive power over 475,431 shares, with no shared power.

Is BlackRock’s 13G filing passive?

Yes. BlackRock certified the shares were acquired and are held in the ordinary course of business and not to change or influence control.

What is the event date for BlackRock’s WHG ownership?

The date of the event requiring the filing is September 30, 2025.

Does any other person have more than 5% indirect interest in these WHG shares?

No. The filing states no one person’s interest exceeds 5% of outstanding common shares.

Who is the reporting person and where are they organized?

The reporting person is BlackRock, Inc., organized in Delaware.
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