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Westwood Holdings shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of Westwood Holdings (WHG) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in Westwood Holdings

Tip: Access up to 7 years of quarterly data

All positions including Westwood Holdings held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Westwood Holdings by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $213k 17k 12.57
2023-09-30 $147k 14k 10.15

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Top funds holding Westwood Holdings

Allspring Global Investments Holdings
Vanguard Group
North Star Investment Management
Luther King Capital Management Corporation
Dimensional Fund Advisors
Russell Investments
Acuitas Investments
Allred Capital Management
Aegis Financial Corporation
Garner Asset Management Corp
Bank of America Corporation
Prosperity Consulting Group
Citadel Advisors
Marquette Asset Management
Levin Capital Strategies

View all funds holding Westwood Holdings