Russell Investments Group
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Russell Investments Group’s Westwood Holdings Group WHG Stock Holding History

Russell Investments Group’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 		$75.2K Buy
3,923
+3,306
+536% +$55.6K ﹤0.01% 3522
2026
Q1 		$10.2K Sell
617
-396
-39% -$6.74K ﹤0.01% 3787
2025
Q4 		$17.4K Buy
1,013
+184
+22% +$3.09K ﹤0.01% 3661
2025
Q3 		$13.7K Sell
829
-47,394
-98% -$816K ﹤0.01% 3713
2025
Q2 		$752K Sell
48,223
-141,293
-75% -$2.2M ﹤0.01% 2194
2025
Q1 		$3.07M Sell
189,516
-1,380
-0.7% -$21.5K ﹤0.01% 1466
2024
Q4 		$2.77M Sell
190,896
-89,439
-32% -$1.37M ﹤0.01% 1490
2024
Q3 		$3.98M Buy
280,335
+38,115
+16% +$489K 0.01% 1308
2024
Q2 		$2.95M Sell
242,220
-104
-0% -$1.3K ﹤0.01% 1433
2024
Q1 		$2.99M Buy
242,324
+34,697
+17% +$418K ﹤0.01% 1429
2023
Q4 		$2.61M Buy
207,627
+34,328
+20% +$363K ﹤0.01% 1474
2023
Q3 		$1.76M Buy
173,299
+881
+0.5% +$9.58K ﹤0.01% 1621
2023
Q2 		$2.14M Buy
172,418
+2,312
+1% +$28.3K ﹤0.01% 1522
2023
Q1 		$1.91M Sell
170,106
-4,426
-3% -$54.5K ﹤0.01% 1614
2022
Q4 		$1.94M Sell
174,532
-100,505
-37% -$1.06M ﹤0.01% 1607
2022
Q3 		$2.65M Sell
275,037
-110,241
-29% -$1.36M 0.01% 1396
2022
Q2 		$5.32M Buy
385,278
+102,560
+36% +$1.58M 0.01% 1064
2022
Q1 		$4.33M Buy
282,718
+101,595
+56% +$1.72M 0.01% 1243
2021
Q4 		$3.07M Buy
181,123
+65,469
+57% +$1.15M ﹤0.01% 1552
2021
Q3 		$2.19M Buy
115,654
+20,798
+22% +$451K ﹤0.01% 1780
2021
Q2 		$2.06M Buy
+94,856
New +$1.8M ﹤0.01% 1903
2020
Q2 		– Sell
-3,508
Closed -$64K – 3204
2020
Q1 		$64K Sell
3,508
-5,688
-62% -$143K ﹤0.01% 2835
2019
Q4 		$272K Buy
9,196
+3,567
+63% +$106K ﹤0.01% 2614
2019
Q3 		$155K Buy
5,629
+1,929
+52% +$58.6K ﹤0.01% 2695
2019
Q2 		$130K Sell
3,700
-7,700
-68% -$247K ﹤0.01% 2599
2019
Q1 		$402K Buy
11,400
+2,746
+32% +$103K ﹤0.01% 2411
2018
Q4 		$294K Buy
8,654
+699
+9% +$28.7K ﹤0.01% 2496
2018
Q3 		$412K Buy
7,955
+736
+10% +$42.2K ﹤0.01% 2472
2018
Q2 		$430K Hold
7,219
– – ﹤0.01% 2443
2018
Q1 		$408K Sell
7,219
-64
-0.9% -$3.9K ﹤0.01% 2520
2017
Q4 		$493K Buy
7,283
+1,459
+25% +$96.9K ﹤0.01% 2439
2017
Q3 		$392K Buy
5,824
+2,213
+61% +$132K ﹤0.01% 2520
2017
Q2 		$205K Buy
3,611
+410
+13% +$22.7K ﹤0.01% 2685
2017
Q1 		$171K Sell
3,201
-11,462
-78% -$655K ﹤0.01% 2736
2016
Q4 		$880K Buy
+14,663
New +$830K ﹤0.01% 2245

Other funds holding WHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
GAMC
Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Russell Investments Group's WHG Position: Q2 2026 in Review

Russell Investments Group increased its Westwood Holdings Group (WHG) stake by 536% in Q2 2026, buying an estimated $55.6K and bringing the position to 3,923 shares worth $75.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3522.

Russell Investments Group first reported a position in WHG in Q4 2016 and has held it in 35 quarters since. The position peaked at $5.32M in Q2 2022. 25 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • Russell Investments Group held 3,923 shares of Westwood Holdings Group worth $75.2K as of Q2 2026.
  • Russell Investments Group bought 3,306 Westwood Holdings Group shares in Q2 2026, an estimated $55.6K.
  • Westwood Holdings Group made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3522 holding.
  • Russell Investments Group first reported a position in Westwood Holdings Group in Q4 2016 and has held it in 35 quarters since.
  • Russell Investments Group's Westwood Holdings Group position peaked at $5.32M in Q2 2022.
  • 25 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.