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WESTWOOD HOLDINGS GROUP INC

WESTWOOD HOLDINGS GROUP INC is an Investment Adviser institutional filer with the SEC under CIK 1165002, reporting 626 portfolio positions, with 22 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • Sector: Investment Advice
  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in WESTWOOD HOLDINGS GROUP INC's most recent 13F filing, ranked by reported market value.

  1. WILLIAMS COS INC (WMB)
  2. VANGUARD TAX-MANAGED FDS (VEA)
  3. ENERGY TRANSFER L P (ET)
  4. SPDR SERIES TRUST (BIL)
  5. KINDER MORGAN INC DEL (KMI)
  6. ENTERPRISE PRODS PARTNERS L (EPD)
  7. CHENIERE ENERGY INC (LNG)
  8. ENBRIDGE INC (ENB)
  9. INVESCO EXCHANGE TRADED FD T (RSP)
  10. TARGA RES CORP (TRGP)
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