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Westwood Holdings (NYSE: WHG) 13F lists $14.01B in holdings

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 managed by its group. The filing lists 489 Form 13F information table entries with a total market value of $14,011,271,232. The report is signed by John A. Ehinger, Chief Compliance Officer, on 11-14-2025.

The filing also names four other included managers: Westwood Management Corp /TX, Westwood Trust, Westwood Advisors, L.L.C., and Broadmark Asset Management LLC. This is a routine quarterly holdings disclosure by an institutional manager.

Positive

  • None.

Negative

  • None.

Insights

Routine 13F holdings disclosure showing aggregate positions and included managers.

The report lists $14,011,271,232 as the total market value across 489 reported holdings and identifies 4 other included managers. These figures summarize the group's quarter‑end public equity positions as presented.

Disclosure is administrative in nature; cash‑flow treatment and individual position details are not shown in the excerpt. Subsequent holdings tables would provide per‑security weights and changes if needed.

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: 09-30-2025
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 11-14-2025
[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: 489
Form 13F Information Table Value Total: 14,011,271,232
(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' 13F report show for total holdings (WHG)?

It reports a total market value of $14,011,271,232. The filing lists 489 reported holdings across the group's Form 13F information table entries.

How many other managers are included with Westwood Holdings in this 13F?

The report identifies 4 other included managers. Those managers are Westwood Management Corp /TX, Westwood Trust, Westwood Advisors, L.L.C., and Broadmark Asset Management LLC.

Who signed the Westwood Holdings 13F filing and when (WHG)?

The filing is signed by John A. Ehinger, Chief Compliance Officer, Head of Legal. The signature date shown is 11-14-2025.

How many individual holdings did Westwood report on its 13F information table?

The Form 13F information table entry total is 489. That number reflects the count of distinct reported positions in the submitted holdings table.

Does the excerpt show individual stock positions or weights for WHG?

No; the excerpt provides the aggregate entry count and total market value only. Individual security holdings and weights are not included in the provided text.
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