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YLDWYLDW
3 quarters

Position history for WESTWOOD HOLDINGS GROUP INCWESTWOOD HOLDINGS GROUP INC's holdings in ULTIMUS MANAGERS TR

WESTWOOD HOLDINGS GROUP INC holds 1.1M shares of YLDW (ULTIMUS MANAGERS TR), worth $29.1M as of 2026-Q2. The position was increased (+65.4% shares). YLDW represents 0.2% of WESTWOOD HOLDINGS GROUP INC's portfolio.

Current Value

$29.1M

Current Shares

1.1M

Total Value Change

+$22.8M

Total Shares Change

+897,439

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+65.4%
$29.1M0.2%—
50
2026-Q1
Increased
693,168
+178.3%
$16.9M0.1%—
54
2025-Q4
New
249,046
-
$6.2M0.1%—
38

Other major holders of YLDW: JANE STREET GROUP, LLC, MERCER GLOBAL ADVISORS INC /ADV

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