RFP
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
Q2 		– Sell
-3
Closed -$49 – 3167
2026
Q1 		$49 Buy
+3
New +$51 ﹤0.01% 3380

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

Root Financial Partners's WHG Position: Q2 2026 in Review

Root Financial Partners sold out of Westwood Holdings Group (WHG) in Q2 2026, closing a stake of 3 shares — an estimated $49 sold.

Root Financial Partners first reported a position in WHG in Q1 2026 and held it in 1 quarter. The position peaked at $49 in Q1 2026. 70 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • Root Financial Partners reported no remaining Westwood Holdings Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3 Westwood Holdings Group shares in Q2 2026, an estimated $49.
  • Root Financial Partners first reported a position in Westwood Holdings Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Westwood Holdings Group position peaked at $49 in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.