Back to WHG

IFP Advisors, Inc → WHG

IFP Advisors, Inc WHG Position History

Westwood Holdings Group, Inc.

Quarters held
2
Latest value
$56
Q3 2026
Peak value
$56
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$49
Q3 2026$56

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$563——
Q3 2025$490——

Other funds holding WHG

Other IFP Advisors, Inc positions

AAPL

APPLE INC

$154.9M
NVDA

NVIDIA CORPORATION

$151.4M
AAPL

APPLE INC

$140.3M
NVDA

NVIDIA CORPORATION

$132.8M
AAPL

APPLE INC

$123.2M
AAPL

APPLE INC

$117.7M
NVDA

NVIDIA CORPORATION

$113.7M
AAPL

APPLE INC

$104.2M