WESTWOOD HOLDINGS GROUP INC - Portfolio overview

WESTWOOD HOLDINGS GROUP INC has 527 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Energy and Financial Services.

Largest reported holdings by portfolio allocation

1. WMB - WILLIAMS COS INC, 2.31%
2. ET - ENERGY TRANSFER L P, 2.21%
3. BIL - SPDR SERIES TRUST, 2.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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