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Essential Partners’s Westwood Holdings Group WHG Stock Holding History

Essential Partners’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
Q3 		$428 Sell
23
-2
-8% -$39 ﹤0.01% 2440
2026
Q2 		$479 Buy
25
+18
+257% +$303 ﹤0.01% 2486
2026
Q1 		$115 Buy
7
+5
+250% +$85 ﹤0.01% 2704
2025
Q4 		$34 Buy
2
+1
+100% +$17 ﹤0.01% 2685
2025
Q3 		$16 Buy
+1
New +$17 ﹤0.01% 2648

Other funds holding WHG

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's WHG Position: Q3 2026 in Review

Essential Partners reduced its Westwood Holdings Group (WHG) stake by 8% in Q3 2026, selling an estimated $39 and leaving 23 shares worth $428. The position accounts for ﹤0.01% of the portfolio, ranked #2440.

Essential Partners first reported a position in WHG in Q3 2025 and has held it in 5 quarters since. The position peaked at $479 in Q2 2026. 8 funds tracked by Wall St. Rank hold WHG as of Q3 2026.

  • Essential Partners held 23 shares of Westwood Holdings Group worth $428 as of Q3 2026.
  • Essential Partners sold 2 Westwood Holdings Group shares in Q3 2026, an estimated $39.
  • Westwood Holdings Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2440 holding.
  • Essential Partners first reported a position in Westwood Holdings Group in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Westwood Holdings Group position peaked at $479 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.