Qube Research & Technologies (QRT)
WHG icon

Qube Research & Technologies (QRT)’s Westwood Holdings Group WHG Stock Holding History

Qube Research & Technologies (QRT)’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
Q1 		– Sell
-19,441
Closed -$282K – 3926
2024
Q4 		$282K Buy
19,441
+8,575
+79% +$132K ﹤0.01% 2738
2024
Q3 		$154K Buy
10,866
+10,665
+5,306% +$137K ﹤0.01% 2664
2024
Q2 		$2.45K Hold
201
– – ﹤0.01% 3165
2024
Q1 		$2.48K Hold
201
– – ﹤0.01% 3978
2023
Q4 		$2.53K Hold
201
– – ﹤0.01% 3801
2023
Q3 		$2.04K Buy
+201
New +$2.19K ﹤0.01% 3572

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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

Qube Research & Technologies (QRT)'s WHG Position: Q1 2025 in Review

Qube Research & Technologies (QRT) sold out of Westwood Holdings Group (WHG) in Q1 2025, closing a stake of 19,441 shares — an estimated $282K sold.

Qube Research & Technologies (QRT) first reported a position in WHG in Q3 2023 and held it in 6 quarters. The position peaked at $282K in Q4 2024. 50 funds tracked by Wall St. Rank hold WHG as of Q1 2025.

  • Qube Research & Technologies (QRT) reported no remaining Westwood Holdings Group position as of Q1 2025 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 19,441 Westwood Holdings Group shares in Q1 2025, an estimated $282K.
  • Qube Research & Technologies (QRT) first reported a position in Westwood Holdings Group in Q3 2023 and held it in 6 quarters.
  • Qube Research & Technologies (QRT)'s Westwood Holdings Group position peaked at $282K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2025.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2025, filed 15 May 2025.