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Home > Institutional Investor > Westwood Holdings Group Inc > Profile

Instuitional Investor - Westwood Holdings Group Inc

Fund Profile
Filing Period:
Fund Name: Westwood Holdings Group Inc
Portfolio Value $13,247,934,681
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Energy Transfer Lp
 ET 16,787,080 $312,071,817 2.36%
2.
Williams Companies Inc.
 WMB 4,069,702 $243,205,392 1.84%
3.
Oneok Inc W
 OKE 2,380,253 $236,168,703 1.78%
4.
Targa Resources Corp.
 TRGP 1,094,066 $219,327,411 1.66%
5.
Microsoft Corp
 MSFT 560,248 $210,311,497 1.59%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)