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Westwood Income Opportunity Instl shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Westwood Income Opportunity Instl (WHGIX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Westwood Income Opportunity Instl

Tip: Access up to 7 years of quarterly data

All positions including Westwood Income Opportunity Instl held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Westwood Income Opportunity Instl by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $443 35 12.69
2025-03-31 $37k 3.1k 11.89

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Ishares Tr Uit Exchange Traded (STIP)
Spdr Series Trust Uit Exchange Traded (SPIB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Spdr Series Trust Uit Exchange Traded (SPYG)
Spdr Series Trust Uit Exchange Traded (SPMD)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Spdr Series Trust Uit Exchange Traded (SPBO)
Tesla Common Stock (TSLA)

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Top funds holding Westwood Income Opportunity Instl

Financial Gravity Companies
Financial Gravity Wealth

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