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WHG icon

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
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

MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's WHG Position: Q2 2026 in Review

True Wealth Design increased its Westwood Holdings Group (WHG) stake by 400% in Q2 2026, buying an estimated $67 and bringing the position to 5 shares worth $96. The position accounts for ﹤0.01% of the portfolio, ranked #2544.

True Wealth Design first reported a position in WHG in Q3 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • True Wealth Design held 5 shares of Westwood Holdings Group worth $96 as of Q2 2026.
  • True Wealth Design bought 4 Westwood Holdings Group shares in Q2 2026, an estimated $67.
  • Westwood Holdings Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2544 holding.
  • True Wealth Design first reported a position in Westwood Holdings Group in Q3 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.