Gabelli & Co Investment Advisers’s Westwood Holdings Group WHG Stock Holding History

Gabelli & Co Investment Advisers’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	$184K	Buy	11,192 +692	+7%	+$11.8K	0.03%	234
2025 Q4	$181K	Hold	10,500	–	–	0.03%	226
2025 Q3	$173K	Sell	10,500 -500	-5%	-$8.61K	0.03%	215
2025 Q2	$172K	Hold	11,000	–	–	0.03%	215
2025 Q1	$178K	Hold	11,000	–	–	0.03%	201
2024 Q4	$160K	Buy	+11,000	New	+$169K	0.03%	199
2024 Q3	–	Sell	-11,000	Closed	-$134K	–	263
2024 Q2	$134K	Hold	11,000	–	–	0.02%	196
2024 Q1	$136K	Hold	11,000	–	–	0.02%	188
2023 Q4	$138K	Hold	11,000	–	–	0.03%	184
2023 Q3	$112K	Sell	11,000 -500	-4%	-$5.44K	0.02%	186
2023 Q2	$143K	Buy	+11,500	New	+$141K	0.02%	184

Other funds holding WHG

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Gabelli & Co Investment Advisers's WHG Position: Q1 2026 in Review

Gabelli & Co Investment Advisers increased its Westwood Holdings Group (WHG) stake by 6.6% in Q1 2026, buying an estimated $11.8K and bringing the position to 11,192 shares worth $184K. The position accounts for 0.03% of the portfolio, ranked #234.

Gabelli & Co Investment Advisers first reported a position in WHG in Q2 2023 and has held it in 11 quarters since. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

Gabelli & Co Investment Advisers held 11,192 shares of Westwood Holdings Group worth $184K as of Q1 2026.
Gabelli & Co Investment Advisers bought 692 Westwood Holdings Group shares in Q1 2026, an estimated $11.8K.
Westwood Holdings Group made up 0.03% of Gabelli & Co Investment Advisers's portfolio in Q1 2026, its #234 holding.
Gabelli & Co Investment Advisers first reported a position in Westwood Holdings Group in Q2 2023 and has held it in 11 quarters since.
69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

Based on Gabelli & Co Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.