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 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 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

Covestor's WHG Position: Q1 2026 in Review

Covestor increased its Westwood Holdings Group (WHG) stake by 63% in Q1 2026, buying an estimated $85 and bringing the position to 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2826.

Covestor first reported a position in WHG in Q4 2025 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

Covestor held 13 shares of Westwood Holdings Group worth $0 as of Q1 2026.
Covestor bought 5 Westwood Holdings Group shares in Q1 2026, an estimated $85.
Westwood Holdings Group made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2826 holding.
Covestor first reported a position in Westwood Holdings Group in Q4 2025 and has held it in 2 quarters since.
69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.