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
2026 Q3	$75	Buy	+4	New	+$77	﹤0.01%	4307
2025 Q4	–	Sell	-42	Closed	-$693	–	4151
2025 Q3	$693	Buy	+42	New	+$723	﹤0.01%	3672

Other funds holding WHG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing's WHG Position: Q3 2026 in Review

GAMMA Investing opened a new position in Westwood Holdings Group (WHG) in Q3 2026: 4 shares worth $75. The stake represents ﹤0.01% of the portfolio and ranks #4307 among its holdings. This is a return to the name: GAMMA Investing previously reported a position in WHG as recently as Q3 2025.

GAMMA Investing first reported a position in WHG in Q3 2025 and has held it in 2 quarters since. The position peaked at $693 in Q3 2025. 9 funds tracked by Wall St. Rank hold WHG as of Q3 2026.

GAMMA Investing held 4 shares of Westwood Holdings Group worth $75 as of Q3 2026.
Westwood Holdings Group was a new GAMMA Investing position in Q3 2026.
Westwood Holdings Group made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #4307 holding.
GAMMA Investing first reported a position in Westwood Holdings Group in Q3 2025 and has held it in 2 quarters since.
GAMMA Investing's Westwood Holdings Group position peaked at $693 in Q3 2025.
9 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.