WESTWOOD HOLDINGS GROUP INC

CIK 0001165002 · Q1 2026

13F Equity AUM

$13.7B

+11.6% QoQ

Positions

461

-21 QoQ

AUM Rank

#533

Top 4%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #3,506 · Top 43%

vs S&P -5.7%/yr (unadj.)

Quarters Tracked

~13 years

Position Sizing

Positions: 461Median: 0.09%Avg: 0.22%

0–0.5%

402(49.5%)

0.5–1%

48(31.3%)

1–3%

11(19.3%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Holdings

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