Wealth Enhancement Advisory Services’s Westwood Holdings Group WHG Stock Holding History

Wealth Enhancement Advisory Services’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
2025 Q1	–	Sell	-14,069	Closed	-$204K	–	3180
2024 Q4	$204K	Sell	14,069 -792	-5%	-$12.2K	﹤0.01%	2678
2024 Q3	$211K	Hold	14,861	–	–	﹤0.01%	2420
2024 Q2	$181K	Hold	14,861	–	–	﹤0.01%	2318
2024 Q1	$183K	Buy	+14,861	New	+$179K	﹤0.01%	2216

Other funds holding WHG

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Wealth Enhancement Advisory Services's WHG Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Westwood Holdings Group (WHG) in Q1 2025, closing a stake of 14,069 shares — an estimated $204K sold.

Wealth Enhancement Advisory Services first reported a position in WHG in Q1 2024 and held it in 4 quarters. The position peaked at $211K in Q3 2024. 50 funds tracked by Wall St. Rank hold WHG as of Q1 2025.

Wealth Enhancement Advisory Services reported no remaining Westwood Holdings Group position as of Q1 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 14,069 Westwood Holdings Group shares in Q1 2025, an estimated $204K.
Wealth Enhancement Advisory Services first reported a position in Westwood Holdings Group in Q1 2024 and held it in 4 quarters.
Wealth Enhancement Advisory Services's Westwood Holdings Group position peaked at $211K in Q3 2024.
50 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.