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Advisor OS’s Westwood Holdings Group WHG Stock Holding History

Advisor OS’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
2026
Q1 		$330K Buy
+20,035
New +$341K 0.02% 405

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Settian Capital New York $143M AUM 13.68% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Advisor OS's WHG Position: Q1 2026 in Review

Advisor OS opened a new position in Westwood Holdings Group (WHG) in Q1 2026: 20,035 shares worth $330K. The stake represents 0.02% of the portfolio and ranks #405 among its holdings.

69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

  • Advisor OS held 20,035 shares of Westwood Holdings Group worth $330K as of Q1 2026.
  • Westwood Holdings Group was a new Advisor OS position in Q1 2026.
  • Westwood Holdings Group made up 0.02% of Advisor OS's portfolio in Q1 2026, its #405 holding.
  • 69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.