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Rothschild Investment LLC’s Westwood Holdings Group WHG Stock Holding History

Rothschild Investment LLC’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 		$38 Buy
+2
New +$34 ﹤0.01% 3573

Other funds holding WHG

SC
Settian Capital New York $156M AUM 14.17% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rothschild Investment LLC's WHG Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in Westwood Holdings Group (WHG) in Q2 2026: 2 shares worth $38. The stake represents ﹤0.01% of the portfolio and ranks #3573 among its holdings.

19 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • Rothschild Investment LLC held 2 shares of Westwood Holdings Group worth $38 as of Q2 2026.
  • Westwood Holdings Group was a new Rothschild Investment LLC position in Q2 2026.
  • Westwood Holdings Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3573 holding.
  • 19 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.