How many stocks does WESTWOOD HOLDINGS GROUP INC own?

As of Q1 2026, WESTWOOD HOLDINGS GROUP INC holds 461 positions in their 13F portfolio.

What is WESTWOOD HOLDINGS GROUP INC's largest holding?

WMB at 2.5% of portfolio, worth $342.2M.

What is WESTWOOD HOLDINGS GROUP INC's total portfolio value?

$13.7B as of Q1 2026, tracked across 461 holdings.

Is WESTWOOD HOLDINGS GROUP INC a hedge fund?

WESTWOOD HOLDINGS GROUP INC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does WESTWOOD HOLDINGS GROUP INC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has WESTWOOD HOLDINGS GROUP INC's portfolio changed in Q1 2026?

View WESTWOOD HOLDINGS GROUP INC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is WESTWOOD HOLDINGS GROUP INC's investment strategy?

WESTWOOD HOLDINGS GROUP INC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

WESTWOOD HOLDINGS GROUP INC Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

WESTWOOD HOLDINGS GROUP INC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$13.7B

AUM

461

Positions

Q1 2026

Filing

Rating · 2.5

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New14%Increased46%Decreased29%Exited11%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 4.2 years

<1Q8%1-4Q10%1-2Y8%2Y+73%

Q1 2026 Summary

Active quarter - 63 new positions, 84 exits, 126 increased. Top move: ET (INCREASED, conviction 86). Portfolio: $13.7B across 461 positions.

Portfolio Allocation

Top holdings by portfolio weight

WMB2.49%

ET2.39%

BIL2.34%

VEA2.26%

KMI1.89%

LNG1.55%

EPD1.51%

ENB1.48%

RSP1.18%

TRGP1.10%

Other1.05%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

MU9Q held

MICRON TECHNOLOGY INC

Avg $122.47 · $730,863 est. P&L

Est. P&L

+507.04%

TSM29Q held

TAIWAN SEMICONDUCTOR MANUFAC

Avg $69.45 · $21.3M est. P&L

Est. P&L

+488.10%

BBVA29Q held

BANCO BILBAO VIZCAYA ARGENTA

Avg $4.38 · $223,916 est. P&L

Est. P&L

+400.22%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings461 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
WMB WILLIAMS COS INC	4.7M	$342.2M	2.5%	—	$36.25	+114.38%	19 qtrssince 2021-Q3	Increased 59
ET ENERGY TRANSFER L P	17M	$327.8M	2.4%	—	$18.71	+7.72%	29 qtrssince 2019-Q1	Increased 86
BIL ETF SPDR SERIES TRUST	3.5M	$321.5M	2.3%	—	$91.06	+0.52%	14 qtrssince 2022-Q4	Increased 86
VEA ETF VANGUARD TAX-MANAGED FDS	4.8M	$310.2M	2.3%	—	$48.29	+43.05%	29 qtrssince 2019-Q1	Increased 54
KMI KINDER MORGAN INC DEL	7.8M	$260.1M	1.9%	—	$22.91	+46.76%	14 qtrssince 2022-Q4	Decreased 0
LNG CHENIERE ENERGY INC	749,722	$212.7M	1.5%	—	$149.17	+62.12%	29 qtrssince 2019-Q1	Decreased 0
EPD ENTERPRISE PRODS PARTNERS L	5.5M	$208M	1.5%	—	$37.00	+6.03%	17 qtrssince 2022-Q1	Increased 78
ENB ENBRIDGE INC	3.8M	$203.3M	1.5%	—	$43.46	+27.27%	29 qtrssince 2019-Q1	Increased 64
RSP ETF INVESCO EXCHANGE TRADED FD T	841,866	$161.6M	1.2%	—	$200.83	+0.36%	3 qtrssince 2025-Q3	Increased 77
TRGP TARGA RES CORP	602,242	$151M	1.1%	—	$88.73	+206.54%	29 qtrssince 2019-Q1	Decreased 0
Showing 10 of 461 results.451 more with Pro.PROUpgrade to see all →