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Equibles

OSAIC HOLDINGS, INC.

Position in WHG — Westwood Holdings Group Inc

CIK 1677044 SCOTTSDALE, AZ
Back to WHG Full portfolio

Position in WHG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$12,913
+$4,382 QoQ
Shares Held
674
+30.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 70 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in WHG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $1,137,777,758 across 459 Asset Management names. WHG ranks #432 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 460,666 $54,206,565
2 BLK
BlackRock, Inc.
 48,249 $46,394,306
3 ARCC
Ares Capital Corp
 2,138,606 $39,628,369
4 PHYS
Sprott Physical Gold Trust
 1,135,838 $34,268,231
5 PDI
PIMCO Dynamic Income Fund
 1,829,861 $30,558,678
6 PSLV
Sprott Physical Silver Trust
 1,506,034 $28,418,860
7 APO
Apollo Global Management, Inc.
 229,239 $24,445,252
8 CLM
Cornerstone Strategic Investment Fund, Inc.
 3,016,078 $22,801,548

All Filings in WHG

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,913 674
2026-03-31 $8,531 518
2025-12-31 $11,547 671
2025-09-30 $11,048 670
2025-06-30 $10,420 668
2025-03-31 $15,228 940
2024-12-31 $18,252 1,258
2024-09-30 $20,419 1,438
2024-06-30 $11,022 905
2024-03-31 $8,624 700
2023-12-31 $8,799 700
2023-09-30 $14,210 1,400
2023-06-30 $4,811 388
2023-03-31 $4,349 388
2022-09-30 $2,696 280
2022-06-30 $3,394 246
2022-03-31 $4,549 297
2021-12-31 $1,050 62
2021-09-30 $1,178 62
2021-06-30 $1,349 62
2021-03-31 $896 62
2020-12-31 $899 62
2020-09-30 $222 20
2020-03-31 $3,808 208