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Cerity Partners LLC

SEC CIK
0001566475
Latest filing
Aug 14, 2026

WHG holding history

Westwood Holdings Group Inc in every 13F filed by Cerity Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WHG overviewAll 13F holders of WHGFull Q2 2026 holdings

Shares (Q2 2026)
10,826
Value
$207.4K
% of portfolio
<0.1%
Quarters held
9
Since Q4 2023
Holdings of WHG by Cerity Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,826$207.4K<0.1%+419+4.0%AddedHolders
Q1 202610,407$171.4K<0.1%+20+0.2%AddedHolders
Q4 202510,387$178.8K<0.1%−20.0%ReducedHolders
Q3 202510,389$171.3K<0.1%+15+0.1%AddedHolders
Q2 202510,374$161.8K<0.1%00.0%UnchangedHolders
Q1 202510,374$168.1K<0.1%00.0%UnchangedHolders
Q4 202410,374$150.5K<0.1%00.0%UnchangedHolders
Q3 202410,374$147.3K<0.1%+10,374NewHolders
Q1 20240$00.0%−20,520−100.0%Sold outHolders
Q4 202320,520$257.9K<0.1%+20,520NewHolders