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
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 $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
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
GI
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

EverSource Wealth Advisors's WHG Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Westwood Holdings Group (WHG) stake by 200% in Q1 2026, buying an estimated $34 and bringing the position to 3 shares worth $48. The position accounts for ﹤0.01% of the portfolio, ranked #4325.

EverSource Wealth Advisors first reported a position in WHG in Q3 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

  • EverSource Wealth Advisors held 3 shares of Westwood Holdings Group worth $48 as of Q1 2026.
  • EverSource Wealth Advisors bought 2 Westwood Holdings Group shares in Q1 2026, an estimated $34.
  • Westwood Holdings Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4325 holding.
  • EverSource Wealth Advisors first reported a position in Westwood Holdings Group in Q3 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.