GI
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GAMMA Investing’s Westwood Holdings Group WHG Stock Holding History

GAMMA Investing’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
2025
Q4 		– Sell
-42
Closed -$693 – 4151
2025
Q3 		$693 Buy
+42
New +$723 ﹤0.01% 3672

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAMMA Investing's WHG Position: Q4 2025 in Review

GAMMA Investing sold out of Westwood Holdings Group (WHG) in Q4 2025, closing a stake of 42 shares — an estimated $693 sold.

GAMMA Investing first reported a position in WHG in Q3 2025 and held it in 1 quarter. The position peaked at $693 in Q3 2025. 63 funds tracked by Wall St. Rank hold WHG as of Q4 2025.

  • GAMMA Investing reported no remaining Westwood Holdings Group position as of Q4 2025 after selling out during the quarter.
  • GAMMA Investing sold 42 Westwood Holdings Group shares in Q4 2025, an estimated $693.
  • GAMMA Investing first reported a position in Westwood Holdings Group in Q3 2025 and held it in 1 quarter.
  • GAMMA Investing's Westwood Holdings Group position peaked at $693 in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q4 2025.

Based on GAMMA Investing's 13F filing for Q4 2025, filed 5 Jan 2026.