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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
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Settian Capital New York $143M AUM 13.68% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Peapod Lane Capital's WHG Position: Q1 2026 in Review

Peapod Lane Capital reduced its Westwood Holdings Group (WHG) stake by 11% in Q1 2026, selling an estimated $167K and leaving 78,859 shares worth $1.3M. The position accounts for 1.06% of the portfolio, ranked #44.

Peapod Lane Capital first reported a position in WHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.53M in Q4 2024. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

  • Peapod Lane Capital held 78,859 shares of Westwood Holdings Group worth $1.3M as of Q1 2026.
  • Peapod Lane Capital sold 9,821 Westwood Holdings Group shares in Q1 2026, an estimated $167K.
  • Westwood Holdings Group made up 1.06% of Peapod Lane Capital's portfolio in Q1 2026, its #44 holding.
  • Peapod Lane Capital first reported a position in Westwood Holdings Group in Q4 2024 and has held it in 6 quarters since.
  • Peapod Lane Capital's Westwood Holdings Group position peaked at $2.53M in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

Based on Peapod Lane Capital's 13F filing for Q1 2026, filed 4 May 2026.