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Westwood Holdings shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Westwood Holdings

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

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Quarterly reported holdings in Westwood Holdings by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $48 3 16.33

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View all positions for Root Financial 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