Position in WHG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$843,193
+$153,133 QoQ
Shares Held
44,008
+5.0% QoQ
Ownership
0.464%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 70 holders
Holding Since
Jun 2023
12 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, 2026Empowered Funds, LLC holds $193,831,345 across 36 Asset Management names. WHG ranks #24 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
265,227 | $31,209,257 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
81,755 | $27,665,890 | |
| 3 | AMP |
Ameriprise Financial Inc
|
37,154 | $17,044,765 | |
| 4 | STT |
State Street Corp
|
90,136 | $15,287,062 | |
| 5 | BLK |
BlackRock, Inc.
|
14,080 | $13,538,761 | |
| 6 | CSWC |
Capital Southwest Corp
|
525,697 | $12,495,817 | |
| 7 | BEN |
Franklin Templeton Inc
|
263,326 | $8,760,855 | |
| 8 | NTRS |
Northern Trust Corp
|
45,532 | $7,915,279 |
All Filings in WHG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,193 | 44,008 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $690,060 | 41,898 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $576,638 | 34,969 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $486,220 | 31,168 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $465,766 | 28,751 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $383,934 | 26,460 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $356,519 | 25,107 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $291,114 | 23,901 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $274,501 | 22,281 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $260,274 | 20,706 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $192,626 | 18,978 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $217,694 | 17,556 | Shares | Other | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||