Ameritas Investment Partners’s Westwood Holdings Group WHG Stock Holding History

Ameritas Investment Partners’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	$12.5K	Hold	761	–	–	﹤0.01%	2792
2025 Q4	$13.1K	Hold	761	–	–	﹤0.01%	2822
2025 Q3	$12.5K	Hold	761	–	–	﹤0.01%	2883
2025 Q2	$11.9K	Buy	+761	New	+$11.9K	﹤0.01%	2918
2021 Q2	–	Sell	-603	Closed	-$9K	–	3240
2021 Q1	$9K	Hold	603	–	–	﹤0.01%	2906
2020 Q4	$9K	Hold	603	–	–	﹤0.01%	2847
2020 Q3	$7K	Hold	603	–	–	﹤0.01%	2889
2020 Q2	$9K	Hold	603	–	–	﹤0.01%	2782
2020 Q1	$11K	Hold	603	–	–	﹤0.01%	2519
2019 Q4	$18K	Hold	603	–	–	﹤0.01%	2468
2019 Q3	$17K	Hold	603	–	–	﹤0.01%	2486
2019 Q2	$21K	Hold	603	–	–	﹤0.01%	2422
2019 Q1	$21K	Hold	603	–	–	﹤0.01%	2357
2018 Q4	$21K	Hold	603	–	–	﹤0.01%	2316
2018 Q3	$31K	Hold	603	–	–	﹤0.01%	2272
2018 Q2	$36K	Hold	603	–	–	﹤0.01%	2194
2018 Q1	$34K	Hold	603	–	–	﹤0.01%	2142
2017 Q4	$40K	Hold	603	–	–	﹤0.01%	2050
2017 Q3	$36K	Hold	603	–	–	﹤0.01%	2077
2017 Q2	$34K	Hold	603	–	–	﹤0.01%	2154
2017 Q1	$32K	Buy	+603	New	+$34.5K	﹤0.01%	2129

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

Ameritas Investment Partners's WHG Position: Q1 2026 in Review

Ameritas Investment Partners held its Westwood Holdings Group (WHG) position steady in Q1 2026 at 761 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Ameritas Investment Partners first reported a position in WHG in Q1 2017 and has held it in 21 quarters since. The position peaked at $40K in Q4 2017. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

Ameritas Investment Partners held 761 shares of Westwood Holdings Group worth $12.5K as of Q1 2026.
Ameritas Investment Partners left its Westwood Holdings Group share count unchanged in Q1 2026.
Westwood Holdings Group made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2792 holding.
Ameritas Investment Partners first reported a position in Westwood Holdings Group in Q1 2017 and has held it in 21 quarters since.
Ameritas Investment Partners's Westwood Holdings Group position peaked at $40K in Q4 2017.
69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.