Financial Services » Investing & Securities | Westwood Holdings Group Inc.

Westwood Holdings Group Inc. | Mutual Funds

Mutual Funds that own Westwood Holdings Group Inc.

Name
Shares Held
% Shares Out
Change In Shares
% of Assets
As of Date
Conestoga Small Cap Fund
555,121
6.15%
20,600
1.31%
07/31/2018
Wells Fargo Advantage Special Small Cap Value Fund
404,183
4.48%
6,498
0.86%
07/31/2018
Vanguard Total Stock Market Index Fund
189,492
2.1%
0
0%
07/31/2018
iShares Russell 2000 ETF
176,815
1.96%
-93
0.02%
09/06/2018
Royce Total Return Fund
155,629
1.72%
-4,900
0.39%
06/30/2018
Hancock Horizon Burkenroad Small Cap Fund
140,000
1.55%
0
1.34%
07/31/2018
Vanguard Extended Market Index Fund
109,339
1.21%
0
0.01%
07/31/2018
MetLife Small Cap Value Portfolio
101,125
1.12%
-1,193
0.55%
03/31/2018
DFA US Small Cap Portfolio
99,995
1.11%
929
0.03%
04/30/2018
Royce Pennsylvania Mutual Fund
99,629
1.1%
3,415
0.26%
06/30/2018

About Westwood Holdings Group

View Profile
Address
200 Crescent Court
Dallas Texas 75201
United States
Employees -
Website http://www.westwoodgroup.com
Updated 07/08/2019
Westwood Holdings Group, Inc. which through its subsidiaries, engages in managing investment assets and provision of services for its clients. The company operates its business through the Advisory and Trust segments. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub advisory services to mutual funds and its trust segment.

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