Tower Research Capital LLC (TRC)
Position in WHG — Westwood Holdings Group Inc
CIK 1533421
NEW YORK, NY
Position in WHG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,869
+$7,475 QoQ
Shares Held
1,085
+79.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WHG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Tower Research Capital LLC (TRC) holds $23,894,417 across 164 Asset Management names. WHG ranks #65 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
8,013 | $7,706,182 | |
| 2 | AMP |
Ameriprise Financial Inc
|
3,349 | $1,488,295 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
33,369 | $1,350,443 | |
| 4 | BX |
Blackstone Inc.
|
9,691 | $1,114,367 | |
| 5 | STT |
State Street Corp
|
5,625 | $711,899 | |
| 6 | TPG |
TPG Inc.
|
16,746 | $678,380 | |
| 7 | ARES |
Ares Management Corp
|
5,964 | $650,672 | |
| 8 | CG |
Carlyle Group Inc.
|
12,275 | $593,987 |
All Filings in WHG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,869 | 1,085 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,394 | 604 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,998 | 667 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $124 | 8 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $5,524 | 341 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,730 | 326 | Shares | Defined | 2025-02-13 | |
| 2024-03-31 | $73 | 6 | Shares | Other | 2024-05-15 | |
| 2023-09-30 | $8,059 | 794 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $12,907 | 1,041 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,851 | 522 | Shares | Defined | 2023-05-09 | |
| 2022-09-30 | $6,644 | 690 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $13,027 | 944 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $7,904 | 516 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $6,707 | 396 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $52,858 | 2,782 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $124,227 | 5,709 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $82,045 | 5,674 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $80,504 | 5,552 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $114,674 | 10,294 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $127,621 | 8,103 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $6,554 | 358 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||