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Sterling Capital Management’s Westwood Holdings Group WHG Stock Holding History

Sterling Capital Management’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 		$4.07K Sell
247
-182
-42% -$3.1K ﹤0.01% 2815
2025
Q4 		$7.38K Sell
429
-85
-17% -$1.43K ﹤0.01% 2754
2025
Q3 		$8.48K Buy
514
+313
+156% +$5.39K ﹤0.01% 2578
2025
Q2 		$3.14K Buy
+201
New +$3.14K ﹤0.01% 2763

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Renaissance Technologies
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Sterling Capital Management's WHG Position: Q1 2026 in Review

Sterling Capital Management reduced its Westwood Holdings Group (WHG) stake by 42% in Q1 2026, selling an estimated $3.1K and leaving 247 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

Sterling Capital Management first reported a position in WHG in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.48K in Q3 2025. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

  • Sterling Capital Management held 247 shares of Westwood Holdings Group worth $4.07K as of Q1 2026.
  • Sterling Capital Management sold 182 Westwood Holdings Group shares in Q1 2026, an estimated $3.1K.
  • Westwood Holdings Group made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #2815 holding.
  • Sterling Capital Management first reported a position in Westwood Holdings Group in Q2 2025 and has held it in 4 quarters since.
  • Sterling Capital Management's Westwood Holdings Group position peaked at $8.48K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.