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Cross-fund · 2 holders

WHG

WESTWOOD HLDGS GROUP INC

CUSIP 961765104

2
Tracked holders
$15.2M
Aggregate value
907,769
Shares
2
Active funds

Funds holding WHG

FundStrategyPeriodValue% of bookΔ sharesStatus
BlackRockInstitutionalQ1 2026$8.4M3,320−0.6%
VanguardInstitutionalQ4 2025$6.9M+1,089+0.3%

Aggregated from the latest 13F-HR per tracked fund (longs only). QoQ deltas compare against each fund's prior quarterly filing.