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Westwood Holdings shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Westwood Holdings

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

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Quarterly reported holdings in Westwood Holdings by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4k 75 19.12

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Top funds holding Westwood Holdings

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

View all funds holding Westwood Holdings