Westwood Holdings Group Inc.
Annual return '25
+10.3%
SPY '25
+17.7%
Alpha
-7.4ptsvs SPY
Invested
$13.7B
Holdings
461
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WMB
WILLIAMS COS INC
Q4 2025: Exited (was 4.14M shares)
2.5%
02
$ET
ENERGY TRANSFER L P
Q4 2025: Exited (was 16.93M shares)
2.4%
03
$BIL
SPDR SERIES TRUST
Q4 2025: Exited (was 140.5k shares)
2.3%
04
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 4.33M shares)
2.3%
05
$KMI
KINDER MORGAN INC DEL
Q4 2025: Exited (was 8.40M shares)
1.9%
06
$LNG
CHENIERE ENERGY INC
Q4 2025: Exited (was 805.4k shares)
1.5%
07
$EPD
ENTERPRISE PRODS PARTNERS L
Q4 2025: Exited (was 5.58M shares)
1.5%
08
$ENB
ENBRIDGE INC
Q4 2025: Exited (was 2.45M shares)
1.5%
09
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 38.3k shares)
1.2%
10
$TRGP
TARGA RES CORP
Q4 2025: Exited (was 830.0k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:13 UTC.