Cerity Partners’s Westwood Holdings Group WHG Stock Holding History

Cerity 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 Q1	$171K	Buy	10,407 +20	+0.2%	+$340	﹤0.01%	2923
2025 Q4	$179K	Sell	10,387 -2	-0%	-$34	﹤0.01%	2664
2025 Q3	$171K	Buy	10,389 +15	+0.1%	+$258	﹤0.01%	2539
2025 Q2	$162K	Hold	10,374	–	–	﹤0.01%	2403
2025 Q1	$168K	Hold	10,374	–	–	﹤0.01%	2252
2024 Q4	$151K	Hold	10,374	–	–	﹤0.01%	2283
2024 Q3	$147K	Buy	+10,374	New	+$133K	﹤0.01%	2377
2024 Q1	–	Sell	-20,520	Closed	-$258K	–	2356
2023 Q4	$258K	Buy	+20,520	New	+$217K	﹤0.01%	1601

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

WHG

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Cerity Partners's WHG Position: Q1 2026 in Review

Cerity Partners increased its Westwood Holdings Group (WHG) stake by 0.19% in Q1 2026, buying an estimated $340 and bringing the position to 10,407 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2923.

Cerity Partners first reported a position in WHG in Q4 2023 and has held it in 8 quarters since. The position peaked at $258K in Q4 2023. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

Cerity Partners held 10,407 shares of Westwood Holdings Group worth $171K as of Q1 2026.
Cerity Partners bought 20 Westwood Holdings Group shares in Q1 2026, an estimated $340.
Westwood Holdings Group made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2923 holding.
Cerity Partners first reported a position in Westwood Holdings Group in Q4 2023 and has held it in 8 quarters since.
Cerity Partners's Westwood Holdings Group position peaked at $258K in Q4 2023.
69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.