WHG
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Westwood Holdings Group’s Westwood Holdings Group WHG Stock Holding History

Westwood Holdings Group’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
2026
Q1 		$7.32M Buy
+444,245
New +$7.56M 0.05% 261
2020
Q2 		– Sell
-60,323
Closed -$1.1M – 426
2020
Q1 		$1.1M Buy
+60,323
New +$1.51M 0.02% 308
2017
Q4 		– Sell
-63,786
Closed -$4.29M – 436
2017
Q3 		$4.29M Buy
+63,786
New +$3.81M 0.03% 241

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Settian Capital New York $143M AUM 13.68% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Westwood Holdings Group opened a new position in Westwood Holdings Group (WHG) in Q1 2026: 444,245 shares worth $7.32M. The stake represents 0.05% of the portfolio and ranks #261 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in WHG as recently as Q1 2020.

Westwood Holdings Group first reported a position in WHG in Q3 2017 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

  • Westwood Holdings Group held 444,245 shares of Westwood Holdings Group worth $7.32M as of Q1 2026.
  • Westwood Holdings Group was a new Westwood Holdings Group position in Q1 2026.
  • Westwood Holdings Group made up 0.05% of Westwood Holdings Group's portfolio in Q1 2026, its #261 holding.
  • Westwood Holdings Group first reported a position in Westwood Holdings Group in Q3 2017 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

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