Citadel Advisors
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Citadel Advisors’s Westwood Holdings Group WHG Stock Holding History

Citadel Advisors’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
Q1 		– Sell
-1,600
Closed -$23.2K – 15688
2024
Q4 		$23.2K Buy
+1,600
New +$24.6K ﹤0.01% 13082
2024
Q3 		– Sell
-300
Closed -$3.65K – 15358
2024
Q2 		$3.65K Buy
300
+200
+200% +$2.5K ﹤0.01% 13563
2024
Q1 		$1.23K Sell
100
-1,500
-94% -$18.1K ﹤0.01% 14159
2023
Q4 		$20.1K Buy
+1,600
New +$16.9K ﹤0.01% 12613
2023
Q3 		– Sell
-700
Closed -$8.68K – 15222
2023
Q2 		$8.68K Sell
700
-500
-42% -$6.13K ﹤0.01% 13304
2023
Q1 		$13.5K Buy
+1,200
New +$14.8K ﹤0.01% 13363

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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

Citadel Advisors's WHG Position: Q1 2025 in Review

Citadel Advisors sold out of Westwood Holdings Group (WHG) in Q1 2025, closing a stake of 13,048 shares — an estimated $189K sold.

Citadel Advisors first reported a position in WHG in Q4 2013 and held it in 29 quarters. The position peaked at $1.39M in Q4 2018. 50 funds tracked by Wall St. Rank hold WHG as of Q1 2025.

  • Citadel Advisors reported no remaining Westwood Holdings Group position as of Q1 2025 after selling out during the quarter.
  • Citadel Advisors sold 13,048 Westwood Holdings Group shares in Q1 2025, an estimated $189K.
  • Citadel Advisors first reported a position in Westwood Holdings Group in Q4 2013 and held it in 29 quarters.
  • Citadel Advisors's Westwood Holdings Group position peaked at $1.39M in Q4 2018.
  • 50 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.