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Equibles

Tower Research Capital LLC (TRC)

Position in WHG — Westwood Holdings Group Inc

CIK 1533421 NEW YORK, NY
Back to WHG Full portfolio

Position in WHG

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$15,423
-$2,446 QoQ
Shares Held
805
-25.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 70 holders
Holding Since
Mar 2020
22 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 Jun 30, 2026

Tower Research Capital LLC (TRC) holds $31,784,497 across 118 Asset Management names. WHG ranks #60 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 7,891 $7,587,669
2 AMP
Ameriprise Financial Inc
 10,933 $5,015,623
3 BN
BROOKFIELD Corp /ON/
 60,503 $2,576,822
4 KKR
KKR & Co. Inc.
 15,343 $1,408,180
5 APO
Apollo Global Management, Inc.
 10,601 $1,254,204
6 BX
Blackstone Inc.
 9,757 $1,148,105
7 EQH
Equitable Holdings, Inc.
 21,538 $945,087
8 CG
Carlyle Group Inc.
 21,423 $902,121

All Filings in WHG

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,423 805
2026-03-31 $17,869 1,085
2025-12-31 $10,394 604
2025-09-30 $10,998 667
2025-06-30 $124 8
2025-03-31 $5,524 341
2024-12-31 $4,730 326
2024-03-31 $73 6
2023-09-30 $8,059 794
2023-06-30 $12,907 1,041
2023-03-31 $5,851 522
2022-09-30 $6,644 690
2022-06-30 $13,027 944
2022-03-31 $7,904 516
2021-12-31 $6,707 396
2021-09-30 $52,858 2,782
2021-06-30 $124,227 5,709
2021-03-31 $82,045 5,674
2020-12-31 $80,504 5,552
2020-09-30 $114,674 10,294
2020-06-30 $127,621 8,103
2020-03-31 $6,554 358