Peapod Lane Capital’s Westwood Holdings Group WHG Stock Holding History

Peapod Lane Capital’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	$1.54M	Buy	80,120 +1,261	+2%	+$21.2K	1.04%	43
2026 Q1	$1.3M	Sell	78,859 -9,821	-11%	-$167K	1.06%	44
2025 Q4	$1.53M	Buy	88,680 +642	+0.7%	+$10.8K	1.3%	35
2025 Q3	$1.45M	Buy	88,038 +970	+1%	+$16.7K	1.3%	34
2025 Q2	$1.36M	Sell	87,068 -37,686	-30%	-$588K	1.36%	34
2025 Q1	$2.02M	Sell	124,754 -49,792	-29%	-$777K	2.27%	15
2024 Q4	$2.53M	Buy	+174,546	New	+$2.68M	2.51%	13

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

Peapod Lane Capital's WHG Position: Q2 2026 in Review

Peapod Lane Capital increased its Westwood Holdings Group (WHG) stake by 1.6% in Q2 2026, buying an estimated $21.2K and bringing the position to 80,120 shares worth $1.54M. The position accounts for 1.04% of the portfolio, ranked #43.

Peapod Lane Capital first reported a position in WHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.53M in Q4 2024. 71 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

Peapod Lane Capital held 80,120 shares of Westwood Holdings Group worth $1.54M as of Q2 2026.
Peapod Lane Capital bought 1,261 Westwood Holdings Group shares in Q2 2026, an estimated $21.2K.
Westwood Holdings Group made up 1.04% of Peapod Lane Capital's portfolio in Q2 2026, its #43 holding.
Peapod Lane Capital first reported a position in Westwood Holdings Group in Q4 2024 and has held it in 7 quarters since.
Peapod Lane Capital's Westwood Holdings Group position peaked at $2.53M in Q4 2024.
71 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Peapod Lane Capital's 13F filing for Q2 2026, filed 27 Jul 2026.