Nuveen’s Westwood Holdings Group WHG Stock Holding History

Nuveen’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	$283K	Buy	+14,757	New	+$248K	﹤0.01%	3520
2021 Q2	–	Sell	-36,385	Closed	-$526K	–	3544
2021 Q1	$526K	Sell	36,385 -7,147	-16%	-$109K	﹤0.01%	3088
2020 Q4	$631K	Buy	43,532 +6,186	+17%	+$74.5K	﹤0.01%	2972
2020 Q3	$416K	Sell	37,346 -2,186	-6%	-$26.9K	﹤0.01%	3004
2020 Q2	$622K	Sell	39,532 -43,843	-53%	-$834K	﹤0.01%	2818
2020 Q1	$1.53M	Buy	83,375 +15,551	+23%	+$390K	﹤0.01%	2319
2019 Q4	$2.01M	Sell	67,824 -6,002	-8%	-$178K	﹤0.01%	2418
2019 Q3	$2.04M	Sell	73,826 -8,070	-10%	-$245K	﹤0.01%	2389
2019 Q2	$2.88M	Buy	+81,896	New	+$2.63M	﹤0.01%	2257

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 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

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

Nuveen's WHG Position: Q2 2026 in Review

Nuveen opened a new position in Westwood Holdings Group (WHG) in Q2 2026: 14,757 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #3520 among its holdings. This is a return to the name: Nuveen previously reported a position in WHG as recently as Q1 2021.

Nuveen first reported a position in WHG in Q2 2019 and has held it in 9 quarters since. The position peaked at $2.88M in Q2 2019. 70 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

Nuveen held 14,757 shares of Westwood Holdings Group worth $283K as of Q2 2026.
Westwood Holdings Group was a new Nuveen position in Q2 2026.
Westwood Holdings Group made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #3520 holding.
Nuveen first reported a position in Westwood Holdings Group in Q2 2019 and has held it in 9 quarters since.
Nuveen's Westwood Holdings Group position peaked at $2.88M in Q2 2019.
70 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.