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Bridgeway Capital Management’s Westwood Holdings Group WHG Stock Holding History

Bridgeway Capital Management’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 		$1.91M Buy
99,460
+2,110
+2% +$35.5K 0.03% 584
2026
Q1 		$1.6M Buy
97,350
+3,561
+4% +$60.6K 0.03% 585
2025
Q4 		$1.61M Buy
93,789
+3,368
+4% +$56.6K 0.03% 598
2025
Q3 		$1.49M Buy
90,421
+3,801
+4% +$65.5K 0.03% 628
2025
Q2 		$1.35M Buy
86,620
+2,417
+3% +$37.7K 0.03% 604
2025
Q1 		$1.36M Buy
84,203
+3,391
+4% +$52.9K 0.03% 587
2024
Q4 		$1.17M Buy
80,812
+553
+0.7% +$8.49K 0.03% 630
2024
Q3 		$1.14M Buy
80,259
+1,206
+2% +$15.5K 0.02% 649
2024
Q2 		$963K Buy
79,053
+1,620
+2% +$20.2K 0.02% 696
2024
Q1 		$954K Buy
77,433
+1,575
+2% +$19K 0.02% 754
2023
Q4 		$954K Buy
75,858
+1,728
+2% +$18.3K 0.02% 771
2023
Q3 		$752K Sell
74,130
-7,078
-9% -$77K 0.02% 781
2023
Q2 		$1.01M Buy
81,208
+550
+0.7% +$6.74K 0.02% 726
2023
Q1 		$904K Sell
80,658
-20,858
-21% -$257K 0.02% 741
2022
Q4 		$1.13M Hold
101,516
– – 0.03% 712
2022
Q3 		$978K Buy
101,516
+42,500
+72% +$523K 0.03% 744
2022
Q2 		$814K Sell
59,016
-2,800
-5% -$43.2K 0.02% 772
2022
Q1 		$947K Buy
61,816
+11,664
+23% +$198K 0.02% 795
2021
Q4 		$850K Sell
50,152
-6,048
-11% -$107K 0.02% 824
2021
Q3 		$1.07M Hold
56,200
– – 0.02% 803
2021
Q2 		$1.22M Sell
56,200
-5,500
-9% -$105K 0.02% 790
2021
Q1 		$892K Buy
61,700
+25,000
+68% +$383K 0.02% 903
2020
Q4 		$532K Sell
36,700
-19,000
-34% -$229K 0.01% 934
2020
Q3 		$620K Buy
+55,700
New +$685K 0.01% 817

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

Bridgeway Capital Management's WHG Position: Q2 2026 in Review

Bridgeway Capital Management increased its Westwood Holdings Group (WHG) stake by 2.2% in Q2 2026, buying an estimated $35.5K and bringing the position to 99,460 shares worth $1.91M. The position accounts for 0.03% of the portfolio, ranked #584.

Bridgeway Capital Management first reported a position in WHG in Q3 2020 and has held it in 24 quarters since. 71 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • Bridgeway Capital Management held 99,460 shares of Westwood Holdings Group worth $1.91M as of Q2 2026.
  • Bridgeway Capital Management bought 2,110 Westwood Holdings Group shares in Q2 2026, an estimated $35.5K.
  • Westwood Holdings Group made up 0.03% of Bridgeway Capital Management's portfolio in Q2 2026, its #584 holding.
  • Bridgeway Capital Management first reported a position in Westwood Holdings Group in Q3 2020 and has held it in 24 quarters since.
  • 71 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Bridgeway Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.