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WESTWOOD HOLDINGS GROUP INC: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WESTWOOD HOLDINGS GROUP INC on WFC, newest first. How the timeline and the estimate are built.

WESTWOOD HOLDINGS GROUP INC held 492,635 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 492,635 shares
    Change vs previous 13F -270,422 shares

    0.31% of the 13F portfolio, value $40,711,319.

    13F-HR 0001165002-26-000052 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 763,057 shares
    Change vs previous 13F -41,170 shares

    0.44% of the 13F portfolio, value $60,746,992.

    13F-HR 0001165002-26-000038 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 804,227 shares
    Change vs previous 13F -244,910 shares

    0.61% of the 13F portfolio, value $74,953,956.

    13F-HR 0001165002-26-000006 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,049,137 shares
    Change vs previous 13F -168,045 shares

    0.63% of the 13F portfolio, value $87,939,000.

    13F-HR 0001165002-25-000061 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 1,217,182 shares
    Change vs previous 13F +29,831 shares

    0.7% of the 13F portfolio, value $97,520,622.

    13F-HR/A 0001085146-25-005822 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,187,351 shares
    Change vs previous 13F -625,778 shares

    0.64% of the 13F portfolio, value $85,239,928.

    13F-HR 0001085146-25-002893 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,813,129 shares
    Change vs previous 13F +275,435 shares

    0.98% of the 13F portfolio, value $127,354,181.

    13F-HR 0001085146-25-001578 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,537,694 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $86,864,334.

    13F-HR 0001085146-24-005966 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).