WHG
TPHD icon

Westwood Holdings Group’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Westwood Holdings Group’s Portfolio TPHD Stock Details TPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.5M Hold
858,500
– – 0.26% 129
2025
Q4 		$33.1M Buy
+858,500
New +$33.1M 0.27% 134

Other funds holding TPHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Westwood Holdings Group held its Timothy Plan High Dividend Stock ETF (TPHD) position steady in Q1 2026 at 858,500 shares worth $35.5M. The position accounts for 0.26% of the portfolio, ranked #129.

Westwood Holdings Group first reported a position in TPHD in Q4 2025 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold TPHD as of Q1 2026.

  • Westwood Holdings Group held 858,500 shares of Timothy Plan High Dividend Stock ETF worth $35.5M as of Q1 2026.
  • Westwood Holdings Group left its Timothy Plan High Dividend Stock ETF share count unchanged in Q1 2026.
  • Timothy Plan High Dividend Stock ETF made up 0.26% of Westwood Holdings Group's portfolio in Q1 2026, its #129 holding.
  • Westwood Holdings Group first reported a position in Timothy Plan High Dividend Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q1 2026.

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