account_balance
Investment manager · 13F filer · SEC CIK 1165002
Westwood Holdings Group INC
Reported value$13.3Bas of Jun 30, 2026
Positions626 216 new, 51 sold out
Top 10 weight19%WMB alone is 3%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
WMB
Williams Cos INC
2.8%Added
VEA
Vanguard Tax-managed Fds
2.6%
ET
Energy Transfer L P
2.4%
BIL
Spdr Series Trust
2.3%Trimmed
KMI
Kinder Morgan INC Del
1.9%
EPD
Enterprise Prods Partners L
1.6%Added
LNG
Cheniere Energy INC
1.6%Added
ENB
1.4%
RSP
1.3%
TRGP
1.2%
616 others
80.9%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed