Westwood Holdings (WHG) 13F details 626 positions and 4 included managers

Q: How many other managers are included in Westwood Holdings Group’s (WHG) 13F report?

The 13F identifies 4 other included managers : Westwood Management Corp /TX, Westwood Trust, Westwood Advisors, L.L.C., and Broadmark Asset Management LLC. These entities’ positions are consolidated into the overall holdings information reported by Westwood Holdings Group.

Q: What is the total value of securities reported by WHG on this Form 13F?

The Form 13F information table value total is 13,272,135,057 , rounded to the nearest dollar. This figure reflects the aggregate value of all reportable securities positions managed by Westwood Holdings Group and its included managers for this filing period.

Q: What type of Form 13F filing did Westwood Holdings Group (WHG) submit?

Westwood Holdings Group submitted a 13F HOLDINGS REPORT , meaning all of its reportable holdings are included in this filing. It is not a 13F Notice or Combination Report, so investors see the full set of covered positions here.

Q: Who signed the Westwood Holdings Group (WHG) Form 13F and in what capacity?

The report was signed by John A. Ehinger , serving as Chief Compliance Officer and Head of Legal. His signature certifies that the information provided is true, correct, and complete to the best of the firm’s knowledge and authorization.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

13F-HR

Rhea-AI Filing Summary

Westwood Holdings Group Inc., an institutional investment manager, filed a Form 13F holdings report indicating it manages securities positions reported across 626 entries. The aggregate Form 13F information table value total is 13,272,135,057. The report includes 4 other affiliated managers.

Key Figures

Form 13F Information Table Value Total: 13,272,135,057 Form 13F Information Table Entry Total: 626 Number of Other Included Managers: 4

3 metrics

Form 13F Information Table Value Total 13,272,135,057 Aggregate value of reportable securities, rounded to nearest dollar

Form 13F Information Table Entry Total 626 Number of individual reportable holdings entries

Number of Other Included Managers 4 Affiliated investment managers whose holdings are included

Key Terms

Form 13F, 13F HOLDINGS REPORT, Institutional Investment Manager, Form 13F Information Table

4 terms

Form 13F regulatory

"Form 13F Information Table Entry Total: 626"

A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.

13F HOLDINGS REPORT regulatory

"Report Type (Check only one.) X | 13F HOLDINGS REPORT."

Institutional Investment Manager financial

"The institutional investment manager filing this report"

Form 13F Information Table financial

"Form 13F Information Table Value Total: 13,272,135,057"

FAQ

What does Westwood Holdings Group (WHG) report in this Form 13F?

Westwood Holdings Group reports that its Form 13F information table covers 626 holdings entries with a total reported value of 13,272,135,057. This summarizes the firm’s discretionary equity positions in reportable securities as of the relevant quarter-end.

How many other managers are included in Westwood Holdings Group’s (WHG) 13F report?

The 13F identifies 4 other included managers: Westwood Management Corp /TX, Westwood Trust, Westwood Advisors, L.L.C., and Broadmark Asset Management LLC. These entities’ positions are consolidated into the overall holdings information reported by Westwood Holdings Group.

What is the total value of securities reported by WHG on this Form 13F?

The Form 13F information table value total is 13,272,135,057, rounded to the nearest dollar. This figure reflects the aggregate value of all reportable securities positions managed by Westwood Holdings Group and its included managers for this filing period.

What type of Form 13F filing did Westwood Holdings Group (WHG) submit?

Westwood Holdings Group submitted a 13F HOLDINGS REPORT, meaning all of its reportable holdings are included in this filing. It is not a 13F Notice or Combination Report, so investors see the full set of covered positions here.

Who signed the Westwood Holdings Group (WHG) Form 13F and in what capacity?

The report was signed by John A. Ehinger, serving as Chief Compliance Officer and Head of Legal. His signature certifies that the information provided is true, correct, and complete to the best of the firm’s knowledge and authorization.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/14/2026 - 05:08 PM Accepted by SEC EDGAR 08/14/2026 - 05:07 PM

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:

06-30-2026

Check here if Amendment		Amendment Number:
This Amendment (Check only one.):		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	08-14-2026
[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:	626
	Form 13F Information Table Value Total:	13,272,135,057
		(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