WHG
BTX

Westwood Holdings Group’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Westwood Holdings Group’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$121K Buy
+18,300
New +$121K ﹤0.01% 459

Other funds holding BTX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Westwood Holdings Group's BTX Position: Q1 2026 in Review

Westwood Holdings Group opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2026: 18,300 shares worth $121K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings.

109 funds tracked by Wall St. Rank hold BTX as of Q1 2026.

  • Westwood Holdings Group held 18,300 shares of BlackRock Technology and Private Equity Term Trust worth $121K as of Q1 2026.
  • BlackRock Technology and Private Equity Term Trust was a new Westwood Holdings Group position in Q1 2026.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #459 holding.
  • 109 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.