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Prosperity Consulting Group’s Westwood Holdings Group WHG Stock Holding History

Prosperity Consulting Group’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 		$256K Sell
13,380
-659
-5% -$11.1K 0.01% 528
2026
Q1 		$231K Sell
14,039
-1,238
-8% -$21.1K 0.01% 474
2025
Q4 		$263K Sell
15,277
-1,233
-7% -$20.7K 0.01% 438
2025
Q3 		$272K Sell
16,510
-277
-2% -$4.77K 0.01% 431
2025
Q2 		$262K Sell
16,787
-667
-4% -$10.4K 0.02% 394
2025
Q1 		$283K Sell
17,454
-1,482
-8% -$23.1K 0.02% 378
2024
Q4 		$275K Sell
18,936
-717
-4% -$11K 0.02% 398
2024
Q3 		$279K Sell
19,653
-6,955
-26% -$89.2K 0.02% 390
2024
Q2 		$324K Sell
26,608
-16,971
-39% -$212K 0.04% 245
2024
Q1 		$537K Buy
+43,579
New +$525K 0.07% 193

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
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
SC
Settian Capital New York $156M AUM 14.17% 1-Year Est. Return
GI
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Prosperity Consulting Group's WHG Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Westwood Holdings Group (WHG) stake by 4.7% in Q2 2026, selling an estimated $11.1K and leaving 13,380 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #528.

Prosperity Consulting Group first reported a position in WHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $537K in Q1 2024. 71 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • Prosperity Consulting Group held 13,380 shares of Westwood Holdings Group worth $256K as of Q2 2026.
  • Prosperity Consulting Group sold 659 Westwood Holdings Group shares in Q2 2026, an estimated $11.1K.
  • Westwood Holdings Group made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #528 holding.
  • Prosperity Consulting Group first reported a position in Westwood Holdings Group in Q1 2024 and has held it in 10 quarters since.
  • Prosperity Consulting Group's Westwood Holdings Group position peaked at $537K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.