DOSSIER · 13F-HR · Q1 2026

WESTWOOD HOLDINGS GROUP INC

WESTWOOD's hedge fund based in London, UK — $13.7B in tracked AUM across 461 positions as of Q1 2026.

W

WESTWOOD·London, UK·Hedge Fund

CIK 0001165002 · last filed Mar 31, 2026

Total AUM

$13.7B

▲ 5.4%

vs prior

Holdings

461

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

45% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Westwood Holdings Group Inc. 13F Filing

Portfolio Overview

Westwood Holdings Group Inc. manages a diversified investment portfolio totaling approximately $6.45 billion across 262 holdings as of September 30, 2025. The firm experienced a slight contraction in assets under management (AUM), with the portfolio decreasing by 2.4% from the previous quarter's $6.61 billion. This reduction is likely attributable to a combination of market performance and net ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

WILLIAMS COS INC

$342M4.7M2.5%

02

ENERGY TRANSFER L P

$328M17.0M2.4%

03

SPDR SERIES TRUST

$321M3.5M2.3%

04

VANGUARD TAX-MANAGED FDS

$310M4.8M2.3%

05

KINDER MORGAN INC DEL

$260M7.8M1.9%

06

CHENIERE ENERGY INC

$213M750K1.5%

07

ENTERPRISE PRODS PARTNERS L

$208M5.5M1.5%

08

ENBRIDGE INC

$203M3.8M1.5%

09

INVESCO EXCHANGE TRADED FD T

$162M842K1.2%

10

TARGA RES CORP

$151M602K1.1%

Filing history

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