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WHGWHG
13 quarters

Position history for Empowered Funds, LLCEmpowered Funds, LLC's holdings in WESTWOOD HLDGS GROUP INC

Empowered Funds, LLC holds 44,008 shares of WHG (WESTWOOD HLDGS GROUP INC), worth $843,193 as of 2026-Q2. The position was increased (+5.0% shares). WHG represents 0.0% of Empowered Funds, LLC's portfolio.

Current Value

$843,193

Current Shares

44,008

Total Value Change

+$625,499

Total Shares Change

+26,452

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
44,008
+5.0%
$843,1930.0%$19.01
26
2026-Q1
New
41,898
-
$690,0600.0%$16.19
34
2025-Q4
Exited
0
-100.0%
$00.0%$16.77
0
2025-Q3
Increased
34,969
+12.2%
$576,6390.0%$15.93
27
2025-Q2
Increased
31,168
+8.4%
$486,2210.0%$14.94
26
2025-Q1
Increased
28,751
+8.7%
$465,7660.0%$15.36
26
2024-Q4
Increased
26,460
+5.4%
$383,9350.0%$13.63
25
2024-Q3
Increased
25,107
+5.0%
$356,5190.0%$13.21
25
2024-Q2
Increased
23,901
+7.3%
$291,1140.0%$11.20
25
2024-Q1
Increased
22,281
+7.6%
$274,5020.0%$11.19
25
2023-Q4
Increased
20,706
+9.1%
$260,2740.0%$11.27
25
2023-Q3
Increased
18,978
+8.1%
$192,6270.0%$8.98
25
2023-Q2
New
17,556
-
$217,6940.0%$10.81
32

Other major holders of WHG: RENAISSANCE TECHNOLOGIES LLC, GAMCO INVESTORS, INC. ET AL, WELLS FARGO & COMPANY/MN

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