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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
Q2 		$380K Sell
19,818
-217
-1% -$3.65K 0.03% 385
2026
Q1 		$330K Buy
+20,035
New +$341K 0.02% 405

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
SC
Settian Capital New York $156M AUM 14.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Advisor OS's WHG Position: Q2 2026 in Review

Advisor OS reduced its Westwood Holdings Group (WHG) stake by 1.1% in Q2 2026, selling an estimated $3.65K and leaving 19,818 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #385.

Advisor OS first reported a position in WHG in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • Advisor OS held 19,818 shares of Westwood Holdings Group worth $380K as of Q2 2026.
  • Advisor OS sold 217 Westwood Holdings Group shares in Q2 2026, an estimated $3.65K.
  • Westwood Holdings Group made up 0.03% of Advisor OS's portfolio in Q2 2026, its #385 holding.
  • Advisor OS first reported a position in Westwood Holdings Group in Q1 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.