Connor, Clark & Lunn Investment Management (CC&L)
WHG icon

Connor, Clark & Lunn Investment Management (CC&L)’s Westwood Holdings Group WHG Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$264K Hold
13,786
– – ﹤0.01% 1518
2026
Q1 		$227K Buy
13,786
+29
+0.2% +$494 ﹤0.01% 1466
2025
Q4 		$237K Buy
13,757
+159
+1% +$2.67K ﹤0.01% 1430
2025
Q3 		$224K Buy
13,598
+2,203
+19% +$37.9K ﹤0.01% 1409
2025
Q2 		$178K Sell
11,395
-2,064
-15% -$32.2K ﹤0.01% 1428
2025
Q1 		$218K Sell
13,459
-1,190
-8% -$18.6K ﹤0.01% 1315
2024
Q4 		$213K Buy
14,649
+458
+3% +$7.03K ﹤0.01% 1316
2024
Q3 		$202K Sell
14,191
-866
-6% -$11.1K ﹤0.01% 1325
2024
Q2 		$183K Buy
15,057
+1,163
+8% +$14.5K ﹤0.01% 1270
2024
Q1 		$171K Buy
13,894
+2,696
+24% +$32.5K ﹤0.01% 1414
2023
Q4 		$141K Buy
+11,198
New +$119K ﹤0.01% 1297
2019
Q3 		– Sell
-8,300
Closed -$292K – 1104
2019
Q2 		$292K Buy
+8,300
New +$266K ﹤0.01% 826

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

Connor, Clark & Lunn Investment Management (CC&L)'s WHG Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) held its Westwood Holdings Group (WHG) position steady in Q2 2026 at 13,786 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WHG in Q2 2019 and has held it in 12 quarters since. The position peaked at $292K in Q2 2019. 71 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 13,786 shares of Westwood Holdings Group worth $264K as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) left its Westwood Holdings Group share count unchanged in Q2 2026.
  • Westwood Holdings Group made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1518 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Westwood Holdings Group in Q2 2019 and has held it in 12 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Westwood Holdings Group position peaked at $292K in Q2 2019.
  • 71 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.