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Westwood Holdings shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Westwood Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Westwood Holdings by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $17 1 17.00

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Westwood Holdings

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

View all funds holding Westwood Holdings