WESTWOOD HOLDINGS GROUP INC
Position in BTX — BlackRock Technology & Private Equity Term Trust
CIK 1165002
DALLAS, TX
Position in BTX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$120,780
New position
Shares Held
18,300
first reported quarter
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $26,588,798 across 10 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OWL |
Blue Owl Capital Inc.
|
1,388,909 | $12,152,953 | |
| 2 | WHG |
Westwood Holdings Group Inc
|
518,966 | $9,943,388 | |
| 3 | KKR |
KKR & Co. Inc.
|
20,512 | $1,882,591 | |
| 4 | APO |
Apollo Global Management, Inc.
|
4,371 | $517,133 | |
| 5 | RJF |
Raymond James Financial Inc
|
3,269 | $496,986 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
10,381 | $442,126 | |
| 7 | TROW |
Price T Rowe Group Inc
|
3,228 | $366,991 | |
| 8 | NTRS |
Northern Trust Corp
|
1,718 | $298,657 |
All Filings in BTX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,780 | 18,300 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||