Allworth Financial’s Westwood Holdings Group WHG Stock Holding History

Allworth Financial’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	$50	Buy	+3	New	+$51	﹤0.01%	5067

Other funds holding WHG

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Allworth Financial's WHG Position: Q1 2026 in Review

Allworth Financial opened a new position in Westwood Holdings Group (WHG) in Q1 2026: 3 shares worth $50. The stake represents ﹤0.01% of the portfolio and ranks #5067 among its holdings.

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

Allworth Financial held 3 shares of Westwood Holdings Group worth $50 as of Q1 2026.
Westwood Holdings Group was a new Allworth Financial position in Q1 2026.
Westwood Holdings Group made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5067 holding.
69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.