Westwood Holdings (WHG) amends 13F; 479 holdings valued at $13.89B
Filing Impact
Filing Sentiment
Form Type
13F-HR/A
Rhea-AI Filing Summary
Westwood Holdings Group Inc filed an amended Form 13F (Amendment No. 2) restating its prior 13F holdings report. The amendment shows a Form 13F Information Table entry total of 479 holdings with an aggregate value of $13,894,027,904 and lists 4 other included managers.
The report was signed by John A. Ehinger, Chief Compliance Officer, Head of Legal, on 10-07-2025 from Dallas, TX, and provides the reporting manager's address at 200 Crescent Court, Suite 1200, Dallas, TX 75201.
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FAQ
What does the Westwood Holdings Group (WHG) amended Form 13F show?
It restates holdings and reports 479 positions valued at $13,894,027,904. The filing is Amendment No. 2 to a Form 13F holdings report and identifies four other included managers associated with the reporting group.
Is this Form 13F filing a restatement for WHG?
Yes. The filing is marked as Amendment No. 2 and checked as a restatement. It explicitly indicates the amendment is a restatement and also notes that new holdings entries were added on this amendment.
Who signed Westwood Holdings Group's amended 13F and when?
The report was signed by John A. Ehinger, Chief Compliance Officer, Head of Legal. The signature block shows the filing was signed in Dallas, TX on 10-07-2025 and includes a phone contact of 214-750-2286.
Which affiliated managers are listed in the WHG 13F amendment?
Four other included managers are named: Westwood Management Corp /TX, Westwood Trust, Westwood Advisors, L.L.C., and Broadmark Asset Management LLC. Each appears with its Form 13F file number as shown on the filing.
What is the reporting manager's address on the amended 13F for WHG?
The filing lists Westwood Holdings Group Inc at 200 Crescent Court, Suite 1200, Dallas, TX 75201. That address is provided in the report header as the institutional investment manager's mailing location.