WHG.NYSEWestwood Holdings Group INC
13F-HR: Westwood Holdings Group 13F Holdings — June 30, 2026
Institutional Holdings Report (13F)
Westwood Holdings Group Inc reported 626 holdings worth $13.3B for the period ended June 30, 2026.
Summary
- Westwood Holdings Group Inc reported 626 holdings worth $13.3B as of June 30, 2026.
- WILLIAMS COS INC — $365.7M (2.76%), 4,919,835 SH.
- VANGUARD TAX-MANAGED FDS — $344.7M (2.6%), 4,837,702 SH.
- ENERGY TRANSFER L P — $321.7M (2.42%), 16,825,892 SH.
- SPDR SERIES TRUST — $302.4M (2.28%), 3,300,147 SH.
- KINDER MORGAN INC DEL — $246.1M (1.85%), 7,697,894 SH.
Top Holdings
Westwood Holdings Group Inc · 626 positions · $13.3B total · as of June 30, 2026
| Issuer | Value | % Port. | Shares |
|---|---|---|---|
| WILLIAMS COS INC | $365.7M | 2.76% | 4,919,835 |
| VANGUARD TAX-MANAGED FDS | $344.7M | 2.6% | 4,837,702 |
| ENERGY TRANSFER L P | $321.7M | 2.42% | 16,825,892 |
| SPDR SERIES TRUST | $302.4M | 2.28% | 3,300,147 |
| KINDER MORGAN INC DEL | $246.1M | 1.85% | 7,697,894 |
| ENTERPRISE PRODS PARTNERS L | $217.6M | 1.64% | 5,918,667 |
| CHENIERE ENERGY INC | $211.8M | 1.6% | 886,166 |
| ENBRIDGE INC | $180.7M | 1.36% | 3,333,514 |
| INVESCO EXCHANGE TRADED FD T | $179.0M | 1.35% | 841,327 |
| TARGA RES CORP | $165.9M | 1.25% | 618,542 |
Keywords
13F, institutional holdings, Westwood Holdings Group Inc, WILLIAMS COS INC, VANGUARD TAX-MANAGED FDS, ENERGY TRANSFER L P, SPDR SERIES TRUST, KINDER MORGAN INC DEL
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