WHG
LIEN

Westwood Holdings Group’s Chicago Atlantic BDC LIEN Stock Holding History

Westwood Holdings Group’s Portfolio LIEN Stock Details LIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$100K Hold
10,737
– – ﹤0.01% 460
2025
Q4 		$111K Hold
10,737
– – ﹤0.01% 481
2025
Q3 		$113K Hold
10,737
– – ﹤0.01% 488
2025
Q2 		$111K Buy
+10,737
New +$111K ﹤0.01% 477

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM

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

Westwood Holdings Group held its Chicago Atlantic BDC (LIEN) position steady in Q1 2026 at 10,737 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Westwood Holdings Group first reported a position in LIEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $113K in Q3 2025. 42 funds tracked by Wall St. Rank hold LIEN as of Q1 2026.

  • Westwood Holdings Group held 10,737 shares of Chicago Atlantic BDC worth $100K as of Q1 2026.
  • Westwood Holdings Group left its Chicago Atlantic BDC share count unchanged in Q1 2026.
  • Chicago Atlantic BDC made up ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #460 holding.
  • Westwood Holdings Group first reported a position in Chicago Atlantic BDC in Q2 2025 and has held it in 4 quarters since.
  • Westwood Holdings Group's Chicago Atlantic BDC position peaked at $113K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q1 2026.

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