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Tower Research Capital (TRC)’s Westwood Holdings Group WHG Stock Holding History

Tower Research Capital (TRC)’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 		$17.9K Buy
1,085
+481
+80% +$8.19K ﹤0.01% 3560
2025
Q4 		$10.4K Sell
604
-63
-9% -$1.06K ﹤0.01% 3780
2025
Q3 		$11K Buy
667
+659
+8,238% +$11.3K ﹤0.01% 3926
2025
Q2 		$125 Sell
8
-333
-98% -$5.2K ﹤0.01% 5133
2025
Q1 		$5.52K Buy
341
+15
+5% +$234 ﹤0.01% 4115
2024
Q4 		$4.73K Buy
+326
New +$5.01K ﹤0.01% 4407
2024
Q2 		– Sell
-6
Closed -$74 – 6039
2024
Q1 		$74 Buy
+6
New +$72 ﹤0.01% 5682
2023
Q4 		– Sell
-794
Closed -$8.06K – 6196
2023
Q3 		$8.06K Sell
794
-247
-24% -$2.69K ﹤0.01% 4399
2023
Q2 		$12.9K Buy
1,041
+519
+99% +$6.36K ﹤0.01% 3821
2023
Q1 		$6K Buy
+522
New +$6.42K ﹤0.01% 4889
2022
Q4 		– Sell
-690
Closed -$6K – 6432
2022
Q3 		$6K Sell
690
-254
-27% -$3.13K ﹤0.01% 5070
2022
Q2 		$14K Buy
944
+428
+83% +$6.6K ﹤0.01% 4173
2022
Q1 		$7K Buy
516
+120
+30% +$2.04K ﹤0.01% 4776
2021
Q4 		$7K Sell
396
-2,386
-86% -$42.1K ﹤0.01% 4953
2021
Q3 		$53K Sell
2,782
-2,927
-51% -$63.5K ﹤0.01% 2925
2021
Q2 		$124K Buy
5,709
+35
+0.6% +$665 ﹤0.01% 2254
2021
Q1 		$82K Buy
5,674
+122
+2% +$1.87K ﹤0.01% 2743
2020
Q4 		$80K Sell
5,552
-4,742
-46% -$57.1K ﹤0.01% 2570
2020
Q3 		$115K Buy
10,294
+2,191
+27% +$26.9K ﹤0.01% 3053
2020
Q2 		$128K Buy
8,103
+7,745
+2,163% +$147K 0.01% 2235
2020
Q1 		$7K Buy
+358
New +$8.98K ﹤0.01% 2198
2019
Q4 		– Sell
-1,706
Closed -$47K – 4453
2019
Q3 		$47K Buy
+1,706
New +$51.8K ﹤0.01% 1843
2019
Q2 		– Sell
-939
Closed -$34K – 4373
2019
Q1 		$34K Buy
939
+427
+83% +$16K ﹤0.01% 1970
2018
Q4 		$17K Buy
512
+318
+164% +$13.1K ﹤0.01% 2072
2018
Q3 		$10K Sell
194
-3,872
-95% -$222K ﹤0.01% 2781
2018
Q2 		$242K Buy
+4,066
New +$237K 0.01% 986
2018
Q1 		– Sell
-836
Closed -$55K – 3898
2017
Q4 		$55K Sell
836
-654
-44% -$43.4K 0.01% 1266
2017
Q3 		$101K Buy
1,490
+1,298
+676% +$77.6K 0.01% 1350
2017
Q2 		$11K Buy
+192
New +$10.6K ﹤0.01% 1586
2016
Q3 		– Sell
-388
Closed -$20K – 4525
2016
Q2 		$20K Buy
+388
New +$22.1K ﹤0.01% 2241
2016
Q1 		– Sell
-984
Closed -$51K – 5018
2015
Q4 		$51K Buy
+984
New +$55.4K 0.01% 552
2015
Q3 		– Sell
-145
Closed -$9K – 4857
2015
Q2 		$9K Sell
145
-455
-76% -$26.9K ﹤0.01% 2828
2015
Q1 		$36K Buy
600
+110
+22% +$6.68K ﹤0.01% 1751
2014
Q4 		$31K Sell
490
-995
-67% -$60.4K ﹤0.01% 1316
2014
Q3 		$84K Buy
1,485
+644
+77% +$37.2K 0.01% 1110
2014
Q2 		$50K Buy
+841
New +$49.4K 0.01% 1303

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

Tower Research Capital (TRC)'s WHG Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Westwood Holdings Group (WHG) stake by 80% in Q1 2026, buying an estimated $8.19K and bringing the position to 1,085 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3560.

Tower Research Capital (TRC) first reported a position in WHG in Q2 2014 and has held it in 36 quarters since. The position peaked at $242K in Q2 2018. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

  • Tower Research Capital (TRC) held 1,085 shares of Westwood Holdings Group worth $17.9K as of Q1 2026.
  • Tower Research Capital (TRC) bought 481 Westwood Holdings Group shares in Q1 2026, an estimated $8.19K.
  • Westwood Holdings Group made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #3560 holding.
  • Tower Research Capital (TRC) first reported a position in Westwood Holdings Group in Q2 2014 and has held it in 36 quarters since.
  • Tower Research Capital (TRC)'s Westwood Holdings Group position peaked at $242K in Q2 2018.
  • 69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.