Mather Group
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Mather Group’s Westwood Holdings Group WHG Stock Holding History

Mather Group’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 		$1.6K Buy
+86
New +$1.66K ﹤0.01% 2090

Other funds holding WHG

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Mather Group's WHG Position: Q3 2026 in Review

Mather Group opened a new position in Westwood Holdings Group (WHG) in Q3 2026: 86 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #2090 among its holdings.

8 funds tracked by Wall St. Rank hold WHG as of Q3 2026.

  • Mather Group held 86 shares of Westwood Holdings Group worth $1.6K as of Q3 2026.
  • Westwood Holdings Group was a new Mather Group position in Q3 2026.
  • Westwood Holdings Group made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2090 holding.
  • 8 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.