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HRT Financial’s Westwood Holdings Group WHG Stock Holding History

HRT Financial’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
Q2 		– Sell
-15,786
Closed -$255K – 3622
2025
Q1 		$255K Buy
+15,786
New +$246K ﹤0.01% 1862
2021
Q4 		– Sell
-12,423
Closed -$236K – 4186
2021
Q3 		$236K Sell
12,423
-1,259
-9% -$27.3K ﹤0.01% 2572
2021
Q2 		$297K Buy
+13,682
New +$260K ﹤0.01% 2147
2019
Q4 		– Sell
-7,683
Closed -$212K – 1698
2019
Q3 		$212K Buy
+7,683
New +$233K 0.01% 1120

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SC
Settian Capital New York $143M AUM 13.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 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

HRT Financial's WHG Position: Q2 2025 in Review

HRT Financial sold out of Westwood Holdings Group (WHG) in Q2 2025, closing a stake of 15,786 shares — an estimated $255K sold.

HRT Financial first reported a position in WHG in Q3 2019 and held it in 4 quarters. The position peaked at $297K in Q2 2021. 57 funds tracked by Wall St. Rank hold WHG as of Q2 2025.

  • HRT Financial reported no remaining Westwood Holdings Group position as of Q2 2025 after selling out during the quarter.
  • HRT Financial sold 15,786 Westwood Holdings Group shares in Q2 2025, an estimated $255K.
  • HRT Financial first reported a position in Westwood Holdings Group in Q3 2019 and held it in 4 quarters.
  • HRT Financial's Westwood Holdings Group position peaked at $297K in Q2 2021.
  • 57 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.