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
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 $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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