Westwood Income Opport-InstWHGIX

13F holders, Q2 2026 (June 30)
1holders
0new positions
0sold out
$13.28avg. 13F price*

At the end of Q2 2026, 1 institutions reported holding Westwood Income Opport-Inst (WHGIX) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holder was Financial Gravity Companies, Inc. ($478).

Company
Westwood Income Opport-Inst
CUSIP
90386K506
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 1 holders

Financial Gravity Companies, Inc. 0.00% — 36 $478

"% of holder's portfolio" is WHGIX's weight in each manager's 13F, not the share of Westwood Income Opport-Inst the manager owns.