AAP
WHG icon

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
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 $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Settian Capital New York $143M AUM 13.68% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arax Advisory Partners's WHG Position: Q4 2025 in Review

Arax Advisory Partners sold out of Westwood Holdings Group (WHG) in Q4 2025, closing a stake of 3 shares — an estimated $49 sold.

Arax Advisory Partners first reported a position in WHG in Q3 2025 and held it in 1 quarter. The position peaked at $49 in Q3 2025. 63 funds tracked by Wall St. Rank hold WHG as of Q4 2025.

  • Arax Advisory Partners reported no remaining Westwood Holdings Group position as of Q4 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 3 Westwood Holdings Group shares in Q4 2025, an estimated $49.
  • Arax Advisory Partners first reported a position in Westwood Holdings Group in Q3 2025 and held it in 1 quarter.
  • Arax Advisory Partners's Westwood Holdings Group position peaked at $49 in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q4 2025.

Based on Arax Advisory Partners's 13F filing for Q4 2025, filed 13 Feb 2026.