SEC 13F Intelligence

Westwood Holdings Group Inc / WFC

Westwood Holdings Group Inc’s Wells Fargo & Co Position

Does Westwood Holdings Group Inc own Wells Fargo & Co (WFC)? Yes — 763.1K shares worth $61M (+0.44% of its 13F portfolio) as of Q1 2026, down from 804.2K shares the prior filed quarter.

Position Value
$61M
Q1 2026
Shares
763.1K
% of Portfolio
+0.44%
Quarters Held
30
currently held

Position History WFC

Reported value by quarter
Q4 ’18: $60MQ4 ’18Q1 ’19: $102MQ2 ’19: $96MQ3 ’19: $100MQ4 ’19: $115MQ4 ’19Q1 ’20: $74MQ2 ’20: $62MQ3 ’20: $53MQ4 ’20: $1MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $1MQ4 ’21: $1MQ4 ’21Q1 ’22: $1MQ2 ’22: $878,000Q3 ’22: $890,000Q4 ’22: $913Q4 ’22Q1 ’23: $797Q2 ’23: $76,040Q3 ’23: $73,270Q4 ’23: $86,451Q4 ’23Q1 ’24: $92,593Q2 ’24: $84MQ3 ’24: $87MQ4 ’24: $127MQ4 ’24Q1 ’25: $85MQ2 ’25: $98MQ3 ’25: $88MQ4 ’25: $75MQ4 ’25Q1 ’26: $61Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026763.1K$61M+0.44%
Q4 2025804.2K$75M+0.61%
Q3 20251.05M$88M+0.63%
Q2 20251.22M$98M+0.72%
Q1 20251.19M$85M+0.64%
Q4 20241.81M$127M+0.98%
Q3 20241.54M$87M+0.37%
Q2 20241.42M$84M+0.39%
Q1 20241.60M$92,593+0.73%
Q4 20231.76M$86,451+0.73%
Q3 20231.79M$73,270+0.68%
Q2 20231.78M$76,040+0.68%
Q1 202321.3K$797+0.01%
Q4 202222.1K$913+0.01%
Q3 202222.1K$890,000+0.01%
Q2 202222.4K$878,000+0.01%
Q1 202221.3K$1M+0.01%
Q4 202122.4K$1M+0.01%
Q3 202122.3K$1M+0.01%
Q2 202142.8K$2M+0.02%
Q1 202142.3K$2M+0.02%
Q4 202035.7K$1M+0.01%
Q3 20202.26M$53M+0.67%
Q2 20202.44M$62M+0.83%
Q1 20202.59M$74M+1.12%
Q4 20192.15M$115M+1.23%
Q3 20191.98M$100M+1.11%
Q2 20192.02M$96M+1.04%
Q1 20192.12M$102M+1.06%
Q4 20181.30M$60M+0.68%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Westwood Holdings Group Inc’s full portfolio or all institutional holders of WFC.