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
Q2 		– Sell
-87
Closed -$1.43K – 4697
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 $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
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
SC
Settian Capital New York $156M AUM 14.17% 1-Year Est. Return
GI
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

MAI Capital Management's WHG Position: Q2 2026 in Review

MAI Capital Management sold out of Westwood Holdings Group (WHG) in Q2 2026, closing a stake of 87 shares — an estimated $1.43K sold.

MAI Capital Management first reported a position in WHG in Q4 2025 and held it in 2 quarters. The position peaked at $1.43K in Q1 2026. 71 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • MAI Capital Management reported no remaining Westwood Holdings Group position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 87 Westwood Holdings Group shares in Q2 2026, an estimated $1.43K.
  • MAI Capital Management first reported a position in Westwood Holdings Group in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Westwood Holdings Group position peaked at $1.43K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.