Mercer Global Advisors’s Westwood Holdings Group WHG Stock Holding History

Mercer Global 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 Q2	$4.85K	Buy	+253	New	+$4.26K	﹤0.01%	5365

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

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

VCM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mercer Global Advisors's WHG Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Westwood Holdings Group (WHG) in Q2 2026: 253 shares worth $4.85K. The stake represents ﹤0.01% of the portfolio and ranks #5365 among its holdings.

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

Mercer Global Advisors held 253 shares of Westwood Holdings Group worth $4.85K as of Q2 2026.
Westwood Holdings Group was a new Mercer Global Advisors position in Q2 2026.
Westwood Holdings Group made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5365 holding.
56 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.