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 Q1	$49	Buy	+3	New	+$51	﹤0.01%	3380

Other funds holding WHG

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Root Financial Partners's WHG Position: Q1 2026 in Review

Root Financial Partners opened a new position in Westwood Holdings Group (WHG) in Q1 2026: 3 shares worth $49. The stake represents ﹤0.01% of the portfolio and ranks #3380 among its holdings.

69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

Root Financial Partners held 3 shares of Westwood Holdings Group worth $49 as of Q1 2026.
Westwood Holdings Group was a new Root Financial Partners position in Q1 2026.
Westwood Holdings Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3380 holding.
69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.