Carson Wealth (CWM LLC)
WHG icon

Carson Wealth (CWM LLC)’s Westwood Holdings Group WHG Stock Holding History

Carson Wealth (CWM LLC)’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 		$840 Buy
51
+36
+240% +$613 ﹤0.01% 5419
2025
Q4 		$0 Buy
15
+2
+15% +$34 ﹤0.01% 5677
2025
Q3 		$0 Buy
+13
New +$224 ﹤0.01% 5578
2023
Q2 		– Sell
-22
Closed – – 4481
2023
Q1 		$0 Hold
22
– – ﹤0.01% 4362
2022
Q4 		$0 Hold
22
– – ﹤0.01% 4277
2022
Q3 		$0 Hold
22
– – ﹤0.01% 4213
2022
Q2 		$0 Hold
22
– – ﹤0.01% 4120
2022
Q1 		$0 Hold
22
– – ﹤0.01% 3903
2021
Q4 		$0 Buy
+22
New +$388 ﹤0.01% 3662
2021
Q2 		$0 Hold
22
– – ﹤0.01% 3017
2021
Q1 		$0 Hold
22
– – ﹤0.01% 3015
2020
Q4 		$0 Hold
22
– – ﹤0.01% 3013
2020
Q3 		$0 Hold
22
– – ﹤0.01% 3012
2020
Q2 		$0 Hold
22
– – ﹤0.01% 3010
2020
Q1 		$0 Hold
22
– – ﹤0.01% 3008
2019
Q4 		$0 Hold
22
– – ﹤0.01% 3006
2019
Q3 		$0 Hold
22
– – ﹤0.01% 3006
2019
Q2 		$0 Hold
22
– – ﹤0.01% 3005
2019
Q1 		$0 Buy
+22
New +$824 ﹤0.01% 3302

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GI
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
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
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

Carson Wealth (CWM LLC)'s WHG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Westwood Holdings Group (WHG) stake by 240% in Q1 2026, buying an estimated $613 and bringing the position to 51 shares worth $840. The position accounts for ﹤0.01% of the portfolio, ranked #5419.

Carson Wealth (CWM LLC) first reported a position in WHG in Q1 2019 and has held it in 19 quarters since. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 51 shares of Westwood Holdings Group worth $840 as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 36 Westwood Holdings Group shares in Q1 2026, an estimated $613.
  • Westwood Holdings Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5419 holding.
  • Carson Wealth (CWM LLC) first reported a position in Westwood Holdings Group in Q1 2019 and has held it in 19 quarters since.
  • 69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.