EWA
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EverSource Wealth Advisors’s Westwood Holdings Group WHG Stock Holding History

EverSource Wealth Advisors’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 		$287 Buy
15
+12
+400% +$202 ﹤0.01% 4209
2026
Q1 		$48 Buy
3
+2
+200% +$34 ﹤0.01% 4325
2025
Q4 		$17 Hold
1
– – ﹤0.01% 4228
2025
Q3 		$16 Buy
+1
New +$17 ﹤0.01% 4286

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

EverSource Wealth Advisors's WHG Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Westwood Holdings Group (WHG) stake by 400% in Q2 2026, buying an estimated $202 and bringing the position to 15 shares worth $287. The position accounts for ﹤0.01% of the portfolio, ranked #4209.

EverSource Wealth Advisors 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.

  • EverSource Wealth Advisors held 15 shares of Westwood Holdings Group worth $287 as of Q2 2026.
  • EverSource Wealth Advisors bought 12 Westwood Holdings Group shares in Q2 2026, an estimated $202.
  • Westwood Holdings Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4209 holding.
  • EverSource Wealth Advisors 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.