IFP Advisors
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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
2026
Q3 		$56 Buy
+3
New +$58 ﹤0.01% 5051
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

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors's WHG Position: Q3 2026 in Review

IFP Advisors opened a new position in Westwood Holdings Group (WHG) in Q3 2026: 3 shares worth $56. The stake represents ﹤0.01% of the portfolio and ranks #5051 among its holdings. This is a return to the name: IFP Advisors previously reported a position in WHG as recently as Q2 2024.

IFP Advisors first reported a position in WHG in Q4 2023 and has held it in 4 quarters since. The position peaked at $15.9K in Q1 2024. 9 funds tracked by Wall St. Rank hold WHG as of Q3 2026.

  • IFP Advisors held 3 shares of Westwood Holdings Group worth $56 as of Q3 2026.
  • Westwood Holdings Group was a new IFP Advisors position in Q3 2026.
  • Westwood Holdings Group made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5051 holding.
  • IFP Advisors first reported a position in Westwood Holdings Group in Q4 2023 and has held it in 4 quarters since.
  • IFP Advisors's Westwood Holdings Group position peaked at $15.9K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.