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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
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

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

Essential Partners's WHG Position: Q2 2026 in Review

Essential Partners increased its Westwood Holdings Group (WHG) stake by 257% in Q2 2026, buying an estimated $303 and bringing the position to 25 shares worth $479. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

Essential Partners first reported a position in WHG in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • Essential Partners held 25 shares of Westwood Holdings Group worth $479 as of Q2 2026.
  • Essential Partners bought 18 Westwood Holdings Group shares in Q2 2026, an estimated $303.
  • Westwood Holdings Group made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2486 holding.
  • Essential Partners first reported a position in Westwood Holdings Group in Q3 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.