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  4. [13F-HR] WESTWOOD HOLDINGS GROUP INC SEC Filing

Westwood Holdings reports $13.73B holdings (NASDAQ: WHG)

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

Rhea-AI Filing Summary

Westwood Holdings Group Inc. filed a Form 13F reporting institutional holdings totaling $13,729,574,599 across 461 reported positions. The filing lists 4 other included managers and is signed by John A. Ehinger, Chief Compliance Officer.

Positive

  • None.

Negative

  • None.

Insights

13F disclosure of portfolio holdings and scope.

The report documents an institutional holdings snapshot with an aggregate reported value of $13,729,574,599 and 461 line items. It names 4 other included managers, indicating consolidated reporting across affiliated advisory entities.

Filing is routine regulatory disclosure; cash‑flow treatment and specific security weights require the detailed information table not included in this excerpt.

Form Type 13F-HR Quarterly institutional holdings report
Total reported value $13,729,574,599 Form 13F Information Table Value Total
Information table entries 461 Form 13F Information Table Entry Total
Other included managers 4 Number of other included managers listed on the cover page
Signer John A. Ehinger Chief Compliance Officer, signature date 05-15-2026
Form 13F Information Table regulatory
"Form 13F Information Table Entry Total: 461"
Other Included Managers regulatory
"Number of Other Included Managers: 4"
Form 13F regulatory
"Report Type X 13F HOLDINGS REPORT"
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.

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

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FAQ

What does Westwood Holdings' Form 13F report show for WHG?
It shows aggregate institutional holdings valued at $13,729,574,599 across 461 reported positions. The filing is a regulatory snapshot filed by Westwood Holdings Group Inc., signed by the Chief Compliance Officer, and lists four other included managers.

How many holdings and affiliated managers are reported in the 13F filed by WHG?
The filing reports 461 Form 13F information table entries and identifies 4 other included managers. The other managers are named on the cover page, showing consolidated reporting across affiliated advisory or trust entities.

Who certified the Form 13F for Westwood Holdings Group Inc. (WHG)?
John A. Ehinger, Chief Compliance Officer and Head of Legal, signed the report on behalf of Westwood Holdings Group Inc. The signature block on the cover page certifies authorization and accuracy under Form 13F attestation language.

Does this excerpt list individual securities or positions for WHG's 13F?
No; the excerpt provides the summary totals: $13,729,574,599 value and 461 entries. The detailed security-level information would appear in the Form 13F information table, which is not included in this provided excerpt.

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: 03-31-2026
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 05-15-2026
[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: 461
Form 13F Information Table Value Total: 13,729,574,599
(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