True Wealth Design’s Westwood Holdings Group WHG Stock Holding History

True Wealth Design’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 Q3	$205	Buy	11 +6	+120%	+$116	﹤0.01%	2346
2026 Q2	$96	Buy	5 +4	+400%	+$67	﹤0.01%	2544
2026 Q1	$17	Buy	+1	New	+$17	﹤0.01%	2653
2025 Q4	–	Sell	-1	Closed	-$17	–	2847
2025 Q3	$17	Buy	+1	New	+$17	﹤0.01%	2668

Other funds holding WHG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's WHG Position: Q3 2026 in Review

True Wealth Design increased its Westwood Holdings Group (WHG) stake by 120% in Q3 2026, buying an estimated $116 and bringing the position to 11 shares worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

True Wealth Design first reported a position in WHG in Q3 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold WHG as of Q3 2026.

True Wealth Design held 11 shares of Westwood Holdings Group worth $205 as of Q3 2026.
True Wealth Design bought 6 Westwood Holdings Group shares in Q3 2026, an estimated $116.
Westwood Holdings Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2346 holding.
True Wealth Design first reported a position in Westwood Holdings Group in Q3 2025 and has held it in 4 quarters since.
8 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.