WESTWOOD HOLDINGS GROUP INC
Public Company
WESTWOOD HOLDINGS GROUP INC is a Public Company based in Dallas, TX led by Brian O. Casey, managing $13.8B across 429 long positions as of Q3 2025 with ET as the largest holding (2% allocation).
CEOBrian O. Casey
- Portfolio Value
- $13.8B
- Positions
- 429
- Top Holding
- ET at 2.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WESTWOOD HOLDINGS GROUP INC's portfolio (14.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Oil & Gas Midstream Energy | $290.5M | 2.10% | +$4.2M Bought | 0.49% 16.9M shares | |
Oil & Gas Midstream Energy | $262.5M | 1.90% | +$2.0M Bought | 0.34% 4.1M shares | |
ETF ETF | $259.2M | 1.88% | +$22.2M Bought | — 4.3M shares | |
Oil & Gas Midstream Energy | $237.7M | 1.72% | +$37.9M Bought | 0.38% 8.4M shares | |
Oil & Gas Midstream Energy | $189.2M | 1.37% | -$181.2K Sold | 0.37% 805.4K shares | |
Software - Infrastructure Technology | $176.9M | 1.28% | -$53.8M Sold | 0.00% 341.5K shares | |
Oil & Gas Midstream Energy | $174.6M | 1.26% | -$1.8M Sold | 0.26% 5.6M shares | |
Specialty Retail Consumer Cyclical | $159.2M | 1.15% | +$20.0M Bought | 0.01% 725.1K shares | |
Internet Content & Information Communication Services | $157.3M | 1.14% | -$18.5M Sold | 0.01% 646.9K shares | |
Consumer Electronics Technology | $152.0M | 1.10% | +$82.0M Bought | 0.00% 597.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WESTWOOD HOLDINGS GROUP INC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for WESTWOOD HOLDINGS GROUP INC
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