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Westwood Holdings shares owned by Mather Group

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

Historical chart of Mather Group investment in Westwood Holdings

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

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Quarterly reported holdings in Westwood Holdings by Mather Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.6k 86 18.63

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Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Vanguard Index Fds Mrngstr Val Etf (VTV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust St Inter Etf (SPTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dfa Invt Dimensions Group In U.s. Sml Cp Val
Ishares Tr Tips Bd Etf (TIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds MRNGSTR SM CP GR (VBK)
Dimensional Etf Trust Intl Small Cap V (DISV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Mather Group

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