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Westwood Holdings shares owned by HPM Partners

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

Historical chart of HPM Partners investment in Westwood Holdings

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

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Quarterly reported holdings in Westwood Holdings by HPM Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $171k 10k 16.49
2025-06-30 $162k 10k 15.60
2025-03-31 $168k 10k 16.20
2024-12-31 $151k 10k 14.51
2024-09-30 $147k 10k 14.20
2023-12-31 $258k 21k 12.57