Integrated Wealth Concepts’s Westwood Holdings Group WHG Stock Holding History

Integrated Wealth Concepts’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 Q2	$1.43K	Buy	+75	New	+$1.26K	﹤0.01%	5450

Other funds holding WHG

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Settian Capital New York $156M AUM 14.17% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Integrated Wealth Concepts's WHG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Westwood Holdings Group (WHG) in Q2 2026: 75 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #5450 among its holdings.

71 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

Integrated Wealth Concepts held 75 shares of Westwood Holdings Group worth $1.43K as of Q2 2026.
Westwood Holdings Group was a new Integrated Wealth Concepts position in Q2 2026.
Westwood Holdings Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5450 holding.
71 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.