MCM
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MAI Capital Management’s Westwood Holdings Group WHG Stock Holding History

MAI Capital Management’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
Q1 		$1.43K Buy
87
+53
+156% +$902 ﹤0.01% 4050
2025
Q4 		$586 Buy
+34
New +$571 ﹤0.01% 3794

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Settian Capital New York $143M AUM 13.68% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

MAI Capital Management's WHG Position: Q1 2026 in Review

MAI Capital Management increased its Westwood Holdings Group (WHG) stake by 156% in Q1 2026, buying an estimated $902 and bringing the position to 87 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #4050.

MAI Capital Management first reported a position in WHG in Q4 2025 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

  • MAI Capital Management held 87 shares of Westwood Holdings Group worth $1.43K as of Q1 2026.
  • MAI Capital Management bought 53 Westwood Holdings Group shares in Q1 2026, an estimated $902.
  • Westwood Holdings Group made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4050 holding.
  • MAI Capital Management first reported a position in Westwood Holdings Group in Q4 2025 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.