6CM
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683 Capital Management’s Westwood Holdings Group WHG Stock Holding History

683 Capital Management’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-22,178
Closed -$322K – 239
2024
Q4 		$322K Buy
+22,178
New +$341K 0.02% 196

Other funds holding WHG

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Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

683 Capital Management's WHG Position: Q1 2025 in Review

683 Capital Management sold out of Westwood Holdings Group (WHG) in Q1 2025, closing a stake of 22,178 shares — an estimated $322K sold.

683 Capital Management first reported a position in WHG in Q4 2024 and held it in 1 quarter. The position peaked at $322K in Q4 2024. 50 funds tracked by Wall St. Rank hold WHG as of Q1 2025.

  • 683 Capital Management reported no remaining Westwood Holdings Group position as of Q1 2025 after selling out during the quarter.
  • 683 Capital Management sold 22,178 Westwood Holdings Group shares in Q1 2025, an estimated $322K.
  • 683 Capital Management first reported a position in Westwood Holdings Group in Q4 2024 and held it in 1 quarter.
  • 683 Capital Management's Westwood Holdings Group position peaked at $322K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2025.

Based on 683 Capital Management's 13F filing for Q1 2025, filed 15 May 2025.