Root Financial Partners
WHG icon

Root Financial Partners’s Westwood Holdings Group WHG Stock Holding History

Root Financial Partners’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
Q3 		$93 Buy
+5
New +$96 ﹤0.01% 3656
2026
Q2 		– Sell
-3
Closed -$49 – 3167
2026
Q1 		$49 Buy
+3
New +$51 ﹤0.01% 3380

Other funds holding WHG

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SC
Settian Capital New York $158M AUM 12.64% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's WHG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Westwood Holdings Group (WHG) in Q3 2026: 5 shares worth $93. The stake represents ﹤0.01% of the portfolio and ranks #3656 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WHG as recently as Q1 2026.

Root Financial Partners first reported a position in WHG in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold WHG as of Q3 2026.

  • Root Financial Partners held 5 shares of Westwood Holdings Group worth $93 as of Q3 2026.
  • Westwood Holdings Group was a new Root Financial Partners position in Q3 2026.
  • Westwood Holdings Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3656 holding.
  • Root Financial Partners first reported a position in Westwood Holdings Group in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.