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Manager record

Westwood Holdings Group Inc

Dallas, TX · CIK 1165002 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$13.27BReported 13F valueQ2 2026 · as filed
626Holdings listed
-3.3%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $13.9B$13.9BQ2 2025479 holdingsQ3 2025: $14.0B$14.0BQ3 2025489 holdingsQ4 2025: $12.3B$12.3BQ4 2025482 holdingsQ1 2026: $13.7B$13.7BQ1 2026461 holdingsQ2 2026: $13.3B$13.3BQ2 2026626 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$13.27B · 626 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$13.73B · 461 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$12.30B · 482 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$14.01B · 489 holdings listed · View original SEC filing ↗
Oct 08 2025 13F-HR/A · period Q2 2025

$13.89B · 479 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 18 2025 13F-HR/A · period Q2 2025

$13.47B · 457 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 08 2025 13F-HR · period Q2 2025

$11.37B · 453 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology