Northwestern Mutual Wealth Management’s Westwood Holdings Group WHG Stock Holding History

Northwestern Mutual Wealth 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
2025 Q2	–	Sell	-51	Closed	-$826	–	4025
2025 Q1	$826	Buy	+51	New	+$795	﹤0.01%	3312
2020 Q2	–	Sell	-486	Closed	-$9K	–	2717
2020 Q1	$9K	Hold	486	–	–	﹤0.01%	1927
2019 Q4	$14K	Hold	486	–	–	﹤0.01%	1854
2019 Q3	$13K	Hold	486	–	–	﹤0.01%	1863
2019 Q2	$17K	Sell	486 -70	-13%	-$2.25K	﹤0.01%	1784
2019 Q1	$20K	Buy	556 +70	+14%	+$2.62K	﹤0.01%	1724
2018 Q4	$17K	Hold	486	–	–	﹤0.01%	1664
2018 Q3	$25K	Hold	486	–	–	﹤0.01%	1572
2018 Q2	$29K	Hold	486	–	–	﹤0.01%	1469
2018 Q1	$27K	Hold	486	–	–	﹤0.01%	1426
2017 Q4	$32K	Hold	486	–	–	﹤0.01%	1332
2017 Q3	$33K	Hold	486	–	–	﹤0.01%	1272
2017 Q2	$28K	Hold	486	–	–	﹤0.01%	1276
2017 Q1	$26K	Hold	486	–	–	﹤0.01%	1246
2016 Q4	$29K	Buy	+486	New	+$27.5K	﹤0.01%	1224
2016 Q3	–	Sell	-486	Closed	-$25K	–	1527
2016 Q2	$25K	Sell	486 -320	-40%	-$18.3K	﹤0.01%	1102
2016 Q1	$47K	Buy	806 +320	+66%	+$16.1K	﹤0.01%	915
2015 Q4	$25K	Hold	486	–	–	﹤0.01%	947
2015 Q3	$26K	Hold	486	–	–	﹤0.01%	855
2015 Q2	$29K	Buy	+486	New	+$28.7K	﹤0.01%	796

Other funds holding WHG

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Settian Capital New York $143M AUM 13.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwestern Mutual Wealth Management's WHG Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Westwood Holdings Group (WHG) in Q2 2025, closing a stake of 51 shares — an estimated $826 sold.

Northwestern Mutual Wealth Management first reported a position in WHG in Q2 2015 and held it in 20 quarters. The position peaked at $47K in Q1 2016. 57 funds tracked by Wall St. Rank hold WHG as of Q2 2025.

Northwestern Mutual Wealth Management reported no remaining Westwood Holdings Group position as of Q2 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 51 Westwood Holdings Group shares in Q2 2025, an estimated $826.
Northwestern Mutual Wealth Management first reported a position in Westwood Holdings Group in Q2 2015 and held it in 20 quarters.
Northwestern Mutual Wealth Management's Westwood Holdings Group position peaked at $47K in Q1 2016.
57 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.