Westwood Holdings Group
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Westwood Holdings Group’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Westwood Holdings Group’s Portfolio TPLC Stock Details TPLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-616,000
Closed -$28.6M – 665
2026
Q1 		$28.6M Hold
616,000
– – 0.21% 169
2025
Q4 		$28M Buy
+616,000
New +$28.2M 0.23% 158

Other funds holding TPLC

CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return

Westwood Holdings Group's TPLC Position: Q2 2026 in Review

Westwood Holdings Group sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q2 2026, closing a stake of 616,000 shares — an estimated $28.6M sold.

Westwood Holdings Group first reported a position in TPLC in Q4 2025 and held it in 2 quarters. The position peaked at $28.6M in Q1 2026. 98 funds tracked by Wall St. Rank hold TPLC as of Q2 2026.

  • Westwood Holdings Group reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Westwood Holdings Group sold 616,000 Timothy Plan US Large/Mid Cap Core ETF shares in Q2 2026, an estimated $28.6M.
  • Westwood Holdings Group first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q4 2025 and held it in 2 quarters.
  • Westwood Holdings Group's Timothy Plan US Large/Mid Cap Core ETF position peaked at $28.6M in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.