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Westwood Holdings (NYSE: WHG) amends 13F: 457 holdings totaling $13.47B

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
13F-HR/A

Rhea-AI Filing Summary

Westwood Holdings Group filed an amended Form 13F restating its institutional holdings. The amendment shows 457 reported holdings with a total reported value of $13,469,395,649. The report lists four other included managers and was signed by John A. Ehinger on 08-15-2025.

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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: 1
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 08-15-2025
[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: 457
Form 13F Information Table Value Total: 13,469,395,649
(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

FAQ

What does Westwood Holdings Group's amended 13F (WHG) disclose?

It restates the firm's institutional holdings and provides totals. The amendment lists 457 holdings totaling $13,469,395,649 and identifies four other included managers. The filing is signed by the firm's Chief Compliance Officer, John A. Ehinger, dated 08-15-2025.

Why was the Form 13F for WHG amended and who signed it?

The filing is marked as a restatement amendment. The cover indicates Amendment Number 1 and a restatement checkbox. The report was signed by John A. Ehinger, Chief Compliance Officer and Head of Legal, on 08-15-2025.

How many holdings and what total value are reported in WHG's amendment?

The amended Form 13F reports 457 information table entries. The aggregate value reported on the summary page is $13,469,395,649, rounded to the nearest dollar, as shown on the Form 13F summary page.

Does the amended 13F indicate whether all holdings are reported by this manager?

The report type box is checked as a 13F holdings report. The form indicates this is a 13F HOLDINGS REPORT, and the summary page lists the Form 13F information table entry total as 457 entries.