Westwood Holdings Group, Inc.Stock Holdings
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13F Holdings
$10.21 billion
$ Current Holdings
318
# Current Holdings
8
# Positions Opened
99
# Positions Increased
34
# Positions Closed
Holdings $ value (long only)
# of positions
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Holding by sector
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Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VTMSX | Vanguard Tax Managed Small Cap Fund | $296,988,315 | 4,754,095 | 4,754,095 | 4,325,714 | 11,865,198 | 3,160,748 | 2,959,412 | 2,617,761 | 2,262,714 | 3,897,368 | |
| WMB | The Williams Companies, Inc. | $255,846,734 | 4,256,309 | 4,256,309 | 4,143,648 | 12,334,821 | 4,069,702 | 4,205,424 | 4,362,930 | 3,897,965 | 7,801,748 | |
| KMI | Kinder Morgan, Inc. | $229,558,296 | 8,350,611 | 8,350,611 | 8,396,884 | 21,176,316 | 6,442,093 | 5,647,705 | 3,385,781 | 2,123,100 | 7,183,422 | |