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Westwood Holdings Group Inc

Portfolio Manager
Westwood Holdings Group INC
Performance
+7.73% (2026 Q1)
AUM (13F)
$13.73B
# of Holdings
461
Performance Rank
Allocation (Top 20)
27.16%

Westwood Holdings Group Inc Holdings Map

Top 50 Westwood Holdings Group Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
WMB
WILLIAMS COS INC
2.49%4.70M$342.2M
+10.45%(+444.89K)
2025-Q1: 4.07M shares2025-Q2: 4.11M shares2025-Q3: 4.14M shares2025-Q4: 4.26M shares2026-Q1: 4.70M shares
$37.07(+109.63%)
2026-03-31
ET
ENERGY TRANSFER L P
2.39%16.98M$327.8M
+5171.97%(+16.66M)
2025-Q1: 16.79M shares2025-Q2: 16.68M shares2025-Q3: 16.93M shares2025-Q4: 322.2K shares2026-Q1: 16.98M shares
$17.80(+13.20%)
2026-03-31
BIL
SPDR SERIES TRUST
2.34%3.51M$321.5M
+2462.85%(+3.37M)
2025-Q1: 435.8K shares2025-Q2: 423.8K shares2025-Q3: 140.5K shares2025-Q4: 136.9K shares2026-Q1: 3.51M shares
$91.51(+0.02%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
2.26%4.84M$310.2M
+1.84%(+87.31K)
2025-Q1: 3.16M shares2025-Q2: 3.96M shares2025-Q3: 4.33M shares2025-Q4: 4.75M shares2026-Q1: 4.84M shares
$50.14(+37.79%)
2026-03-31
KMI
KINDER MORGAN INC DEL
1.89%7.76M$260.1M
-7.12%(-594.45K)
2025-Q1: 6.44M shares2025-Q2: 7.06M shares2025-Q3: 8.40M shares2025-Q4: 8.35M shares2026-Q1: 7.76M shares
$23.54(+42.83%)
2026-03-31
LNG
CHENIERE ENERGY INC
1.55%749.7K$212.7M
-3.65%(-28.38K)
2025-Q1: 816.5K shares2025-Q2: 806.1K shares2025-Q3: 805.4K shares2025-Q4: 778.1K shares2026-Q1: 749.7K shares
$160.19(+50.97%)
2026-03-31
EPD
ENTERPRISE PRODS PARTNERS L
1.51%5.50M$208.0M
+4185.37%(+5.37M)
2025-Q1: 5.75M shares2025-Q2: 5.64M shares2025-Q3: 5.58M shares2025-Q4: 128.3K shares2026-Q1: 5.50M shares
$34.72(+12.98%)
2026-03-31
ENB
ENBRIDGE INC
1.48%3.75M$203.3M
+38.84%(+1.05M)
2025-Q1: 1.26M shares2025-Q2: 2.30M shares2025-Q3: 2.45M shares2025-Q4: 2.70M shares2026-Q1: 3.75M shares
$44.28(+24.92%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
1.18%841.9K$161.6M
+761.31%(+744.12K)
2025-Q1: 162.0K shares2025-Q2: 0 shares2025-Q3: 38.3K shares2025-Q4: 97.7K shares2026-Q1: 841.9K shares
$190.29(+5.92%)
2026-03-31
TRGP
TARGA RES CORP
1.1%602.2K$151.0M
-25.99%(-211.53K)
2025-Q1: 1.09M shares2025-Q2: 954.0K shares2025-Q3: 830.0K shares2025-Q4: 813.8K shares2026-Q1: 602.2K shares
$86.81(+213.32%)
2026-03-31

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