Essential Partners »

Westwood Holdings shares owned by Essential Partners

Quarter-by-quarter ownership of Westwood Holdings (WHG) shares owned by Essential Partners from 13F filings

Historical chart of Essential Partners investment in Westwood Holdings

Tip: Access up to 7 years of quarterly data

All positions including Westwood Holdings held by Essential Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Westwood Holdings by Essential Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $115 7 16.43
2025-12-31 $34 2 17.00
2025-09-30 $16 1 16.00

More positions owned by Essential Partners

Sprott Gold Convert to Physical Cef (PHYS)
Comfort Sys Usa Stock (FIX)
Nvidia Corporation Stock (NVDA)
Schwab Fundamental Int'l Broad Etf (FNDF)
iShares S&P 500 Etf (IVV)
Schwab Fundamental U.S. Broad Etf (FNDB)
Vanguard Short-Term USTS Etf (VGSH)
General Mtrs Stock (GM)
Ge Aerospace Stock (GE)
Merck & Co Stock (MRK)
Technipfmc Stock (FTI)
Ge Vernova Stock (GEV)
Teradyne Stock (TER)
Incyte Corp Stock (INCY)
Pnc Finl Svcs Group Stock (PNC)

View all positions for Essential Partners

Top funds holding Westwood Holdings

Allspring Global Investments Holdings
BlackRock
Settian Capital
Westwood Holdings
GAMCO Asset Management
Vanguard Group
North Star Investment Management
Renaissance Technologies
Vanguard Capital Management
Dimensional Fund Advisors
Luther King Capital Management Corporation
Geode Capital Management
Garner Asset Management Corp
Aegis Financial Corporation
Bridgeway Capital Management

View all funds holding Westwood Holdings