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Arax Advisory Partners’s Westwood Holdings Group WHG Stock Holding History

Arax Advisory 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
Q2 		$2.76K Buy
+144
New +$2.42K ﹤0.01% 4741
2025
Q4 		– Sell
-3
Closed -$49 – 4565
2025
Q3 		$49 Buy
+3
New +$52 ﹤0.01% 3535

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

Arax Advisory Partners's WHG Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Westwood Holdings Group (WHG) in Q2 2026: 144 shares worth $2.76K. The stake represents ﹤0.01% of the portfolio and ranks #4741 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in WHG as recently as Q3 2025.

Arax Advisory Partners first reported a position in WHG in Q3 2025 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • Arax Advisory Partners held 144 shares of Westwood Holdings Group worth $2.76K as of Q2 2026.
  • Westwood Holdings Group was a new Arax Advisory Partners position in Q2 2026.
  • Westwood Holdings Group made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4741 holding.
  • Arax Advisory Partners first reported a position in Westwood Holdings Group in Q3 2025 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 Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.