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
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Quarterly reported holdings in Westwood Holdings by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $333k | 20k | 16.47 |
| 2025-06-30 | $316k | 20k | 15.59 |
| 2025-03-31 | $330k | 20k | 16.21 |
| 2024-12-31 | $299k | 20k | 14.69 |
| 2024-09-30 | $294k | 20k | 14.39 |
| 2024-03-31 | $231k | 19k | 12.32 |
| 2023-12-31 | $213k | 17k | 12.57 |
| 2023-09-30 | $147k | 14k | 10.15 |