Westwood Holdings amends 13F, reports $13.89B in holdings

Westwood Holdings Group Inc filed an amended Form 13F (Amendment No. 2) restating its prior 13F holdings report.

Accepted by SEC EDGAR 10/07/2025 - 09:05 PM EDT

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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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL

OMB Number:			3235-0006
Estimated average burden
hours per response:			23.8

Report for the Calendar Year or Quarter Ended:

06-30-2025

Check here if Amendment	X	Amendment Number:	2
This Amendment (Check only one.):	X	is a restatement.
		adds new holdings entries.

Institutional Investment Manager Filing this Report:
Name:	WESTWOOD HOLDINGS GROUP INC
Address:	200 CRESCENT COURT
	SUITE 1200
	DALLAS, TX 75201
Form 13F File Number:	028-15581
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name:	John A. Ehinger
Title:	Chief Compliance Officer, Head of Legal
Phone:	214-750-2286
Signature, Place, and Date of Signing:
/s/John A. Ehinger		DALLAS, TX	10-07-2025
[Signature]		[City, State]	[Date]

Report Type (Check only one.):
X	13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
	13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
	13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

Form 13F Summary Page
	Report Summary:
	Number of Other Included Managers:	4
	Form 13F Information Table Entry Total:	479
	Form 13F Information Table Value Total:	13,894,027,904
		(round to nearest dollar)

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
	No.	Name	Form 13F File No.	CRD No. (if applicable)	SEC File No. (if applicable)	CIK
	2	WESTWOOD MANAGEMENT CORP /TX	028-05046			0000949471
	4	Westwood Trust	028-16988			0001607760
	5	Westwood Advisors, L.L.C.	028-10977			0001297254
	6	BROADMARK ASSET MANAGEMENT LLC	028-06435			0001095952

Source: View Original Filing on SEC EDGAR