Ancora Advisors’s Westwood Holdings Group WHG Stock Holding History

Ancora Advisors’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 Q3	–	Sell	-10,009	Closed	-$156K	–	2071
2025 Q2	$156K	Sell	10,009 -2,803	-22%	-$43.7K	﹤0.01%	779
2025 Q1	$208K	Sell	12,812 -11,200	-47%	-$175K	﹤0.01%	701
2024 Q4	$348K	Buy	+24,012	New	+$369K	0.01%	591
2022 Q3	–	Sell	-71,965	Closed	-$993K	–	2179
2022 Q2	$993K	Sell	71,965 -150,212	-68%	-$2.32M	0.03%	369
2022 Q1	$3.4M	Sell	222,177 -2,534	-1%	-$43K	0.08%	201
2021 Q4	$3.81M	Buy	224,711 +34,558	+18%	+$610K	0.09%	195
2021 Q3	$3.61M	Buy	190,153 +51,177	+37%	+$1.11M	0.09%	202
2021 Q2	$3.02M	Buy	+138,976	New	+$2.64M	0.08%	222

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

Ancora Advisors's WHG Position: Q3 2025 in Review

Ancora Advisors sold out of Westwood Holdings Group (WHG) in Q3 2025, closing a stake of 10,009 shares — an estimated $156K sold.

Ancora Advisors first reported a position in WHG in Q2 2021 and held it in 8 quarters. The position peaked at $3.81M in Q4 2021. 61 funds tracked by Wall St. Rank hold WHG as of Q3 2025.

Ancora Advisors reported no remaining Westwood Holdings Group position as of Q3 2025 after selling out during the quarter.
Ancora Advisors sold 10,009 Westwood Holdings Group shares in Q3 2025, an estimated $156K.
Ancora Advisors first reported a position in Westwood Holdings Group in Q2 2021 and held it in 8 quarters.
Ancora Advisors's Westwood Holdings Group position peaked at $3.81M in Q4 2021.
61 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2025.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.