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Empowered Funds’s Westwood Holdings Group WHG Stock Holding History

Empowered Funds’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 		$843K Buy
44,008
+2,110
+5% +$35.5K ﹤0.01% 1505
2026
Q1 		$690K Buy
+41,898
New +$713K ﹤0.01% 1540
2025
Q4 		– Sell
-34,969
Closed -$577K – 1920
2025
Q3 		$577K Buy
34,969
+3,801
+12% +$65.5K 0.01% 1353
2025
Q2 		$486K Buy
31,168
+2,417
+8% +$37.7K 0.01% 1330
2025
Q1 		$466K Buy
28,751
+2,291
+9% +$35.7K 0.01% 1239
2024
Q4 		$384K Buy
26,460
+1,353
+5% +$20.8K 0.01% 1273
2024
Q3 		$357K Buy
25,107
+1,206
+5% +$15.5K 0.01% 1202
2024
Q2 		$291K Buy
23,901
+1,620
+7% +$20.2K 0.01% 1216
2024
Q1 		$275K Buy
22,281
+1,575
+8% +$19K 0.01% 1229
2023
Q4 		$260K Buy
20,706
+1,728
+9% +$18.3K 0.01% 1149
2023
Q3 		$193K Buy
18,978
+1,422
+8% +$15.5K 0.01% 1156
2023
Q2 		$218K Buy
+17,556
New +$215K 0.01% 1054

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

Empowered Funds's WHG Position: Q2 2026 in Review

Empowered Funds increased its Westwood Holdings Group (WHG) stake by 5% in Q2 2026, buying an estimated $35.5K and bringing the position to 44,008 shares worth $843K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Empowered Funds first reported a position in WHG in Q2 2023 and has held it in 12 quarters since. 71 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • Empowered Funds held 44,008 shares of Westwood Holdings Group worth $843K as of Q2 2026.
  • Empowered Funds bought 2,110 Westwood Holdings Group shares in Q2 2026, an estimated $35.5K.
  • Westwood Holdings Group made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1505 holding.
  • Empowered Funds first reported a position in Westwood Holdings Group in Q2 2023 and has held it in 12 quarters since.
  • 71 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.