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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 $13,272,135,057
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Williams Companies Inc.
 WMB 4,919,835 $365,740,515 2.76%
2.
Vanguard Tax-Managed Fds
 4,837,702 $344,686,243 2.6%
3.
Energy Transfer Lp
 ET 16,825,892 $321,711,079 2.42%
4.
Spdr Series Trust - ST STR BLO 1 ETF
 3,300,147 $302,425,471 2.28%
5.
Kinder Morgan Inc.
 KMI 7,697,894 $246,101,671 1.85%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.