SS
WHG icon

SBI Securities’s Westwood Holdings Group WHG Stock Holding History

SBI Securities’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 		$383 Sell
20
-2
-9% -$34 ﹤0.01% 3130
2026
Q1 		$362 Buy
22
+2
+10% +$34 ﹤0.01% 3011
2025
Q4 		$344 Hold
20
– – ﹤0.01% 3014
2025
Q3 		$330 Hold
20
– – ﹤0.01% 3143
2025
Q2 		$312 Hold
20
– – ﹤0.01% 3163
2025
Q1 		$324 Buy
20
+1
+5% +$16 ﹤0.01% 3038
2024
Q4 		$276 Buy
+19
New +$292 ﹤0.01% 3127

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

SBI Securities's WHG Position: Q2 2026 in Review

SBI Securities reduced its Westwood Holdings Group (WHG) stake by 9.1% in Q2 2026, selling an estimated $34 and leaving 20 shares worth $383. The position accounts for ﹤0.01% of the portfolio, ranked #3130.

SBI Securities first reported a position in WHG in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • SBI Securities held 20 shares of Westwood Holdings Group worth $383 as of Q2 2026.
  • SBI Securities sold 2 Westwood Holdings Group shares in Q2 2026, an estimated $34.
  • Westwood Holdings Group made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3130 holding.
  • SBI Securities first reported a position in Westwood Holdings Group in Q4 2024 and has held it in 7 quarters since.
  • 71 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.