StockDriftsStockDriftsTop 50 Westwood Holdings Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC | 2.76% | 4.92M | $365.7M | +4.65%(+218.64K) | $38.69(+94.37%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.6% | 4.84M | $344.7M | -0.08%(-3.70K) | $50.14(+46.76%) | 2026-06-30 | |
| ET | ENERGY TRANSFER L P | 2.42% | 16.83M | $321.7M | -0.93%(-158.49K) | $17.80(+18.26%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 2.28% | 3.30M | $302.4M | -5.92%(-207.67K) | $91.51(+0.02%) | 2026-06-30 | |
| KMI | KINDER MORGAN INC DEL | 1.85% | 7.70M | $246.1M | -0.75%(-58.27K) | $23.54(+39.39%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 1.64% | 5.92M | $217.6M | +7.69%(+422.60K) | $34.95(+11.30%) | 2026-06-30 | |
| LNG | CHENIERE ENERGY INC | 1.6% | 886.2K | $211.8M | +18.20%(+136.44K) | $176.53(+53.88%) | 2026-06-30 | |
| ENB | ENBRIDGE INC | 1.36% | 3.33M | $180.7M | -11.22%(-421.34K) | $44.28(+14.98%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.35% | 841.3K | $179.0M | -0.06%(-539) | $190.29(+17.07%) | 2026-06-30 | |
| TRGP | TARGA RES CORP | 1.25% | 618.5K | $165.9M | +2.71%(+16.30K) | $91.32(+201.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.04% | +44.42% | +7.39% | +42.85% |
| Top 20 Holdings Unweighted | +11.48% | +38.54% | +6.46% | +36.77% |
Westwood Holdings Group INC reports $13.27B in US-listed equity holdings across 626 positions in its most recent 13F filing. Its largest disclosed positions are WMB (2.8%), VEA (2.6%) and ET (2.4%). The top 20 holdings account for 28.41% of reported assets. Its disclosed equity book has returned +44.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Westwood Holdings Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1165002). View Westwood Holdings Group INC’s 13F filings on SEC