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
Q2 		$9.94M Buy
518,966
+74,721
+17% +$1.26M 0.07% 248
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 $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Settian Capital New York $156M AUM 14.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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 $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Westwood Holdings Group increased its Westwood Holdings Group (WHG) stake by 17% in Q2 2026, buying an estimated $1.26M and bringing the position to 518,966 shares worth $9.94M. The position accounts for 0.07% of the portfolio, ranked #248.

Westwood Holdings Group first reported a position in WHG in Q3 2017 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • Westwood Holdings Group held 518,966 shares of Westwood Holdings Group worth $9.94M as of Q2 2026.
  • Westwood Holdings Group bought 74,721 Westwood Holdings Group shares in Q2 2026, an estimated $1.26M.
  • Westwood Holdings Group made up 0.07% of Westwood Holdings Group's portfolio in Q2 2026, its #248 holding.
  • Westwood Holdings Group first reported a position in Westwood Holdings Group in Q3 2017 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

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