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Covestor’s Westwood Holdings Group WHG Stock Holding History

Covestor’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 		$1K Buy
45
+32
+246% +$538 ﹤0.01% 2388
2026
Q1 		$0 Buy
13
+5
+63% +$85 ﹤0.01% 2826
2025
Q4 		$0 Buy
+8
New +$134 ﹤0.01% 2792

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

Covestor's WHG Position: Q2 2026 in Review

Covestor increased its Westwood Holdings Group (WHG) stake by 246% in Q2 2026, buying an estimated $538 and bringing the position to 45 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

Covestor first reported a position in WHG in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • Covestor held 45 shares of Westwood Holdings Group worth $1K as of Q2 2026.
  • Covestor bought 32 Westwood Holdings Group shares in Q2 2026, an estimated $538.
  • Westwood Holdings Group made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2388 holding.
  • Covestor first reported a position in Westwood Holdings Group in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.