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Farther Finance Advisors’s Westwood Holdings Group WHG Stock Holding History

Farther Finance 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 		$19 Sell
1
-65
-98% -$1.09K ﹤0.01% 5905
2026
Q1 		$1.05K Hold
66
– – ﹤0.01% 5095
2025
Q4 		$1.14K Sell
66
-72
-52% -$1.21K ﹤0.01% 4879
2025
Q3 		$2.28K Buy
+138
New +$2.38K ﹤0.01% 4090

Other funds holding WHG

MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's WHG Position: Q2 2026 in Review

Farther Finance Advisors reduced its Westwood Holdings Group (WHG) stake by 98% in Q2 2026, selling an estimated $1.09K and leaving 1 share worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #5905.

Farther Finance Advisors first reported a position in WHG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.28K in Q3 2025. 5 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • Farther Finance Advisors held 1 share of Westwood Holdings Group worth $19 as of Q2 2026.
  • Farther Finance Advisors sold 65 Westwood Holdings Group shares in Q2 2026, an estimated $1.09K.
  • Westwood Holdings Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5905 holding.
  • Farther Finance Advisors first reported a position in Westwood Holdings Group in Q3 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Westwood Holdings Group position peaked at $2.28K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.