IA
WHG icon

IFP Advisors’s Westwood Holdings Group WHG Stock Holding History

IFP 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
2024
Q3 		– Sell
-992
Closed -$12.1K – 3453
2024
Q2 		$12.1K Sell
992
-298
-23% -$3.72K ﹤0.01% 2277
2024
Q1 		$15.9K Buy
1,290
+868
+206% +$10.5K ﹤0.01% 2076
2023
Q4 		$5.3K Buy
+422
New +$4.47K ﹤0.01% 2405

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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 $1.65B AUM 20.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

IFP Advisors's WHG Position: Q3 2024 in Review

IFP Advisors sold out of Westwood Holdings Group (WHG) in Q3 2024, closing a stake of 992 shares — an estimated $12.1K sold.

IFP Advisors first reported a position in WHG in Q4 2023 and held it in 3 quarters. The position peaked at $15.9K in Q1 2024. 44 funds tracked by Wall St. Rank hold WHG as of Q3 2024.

  • IFP Advisors reported no remaining Westwood Holdings Group position as of Q3 2024 after selling out during the quarter.
  • IFP Advisors sold 992 Westwood Holdings Group shares in Q3 2024, an estimated $12.1K.
  • IFP Advisors first reported a position in Westwood Holdings Group in Q4 2023 and held it in 3 quarters.
  • IFP Advisors's Westwood Holdings Group position peaked at $15.9K in Q1 2024.
  • 44 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2024.

Based on IFP Advisors's 13F filing for Q3 2024, filed 4 Feb 2025.