Westwood Income Opport-InstWHGIX

13F holders, Q1 2025 (March 31)
1holders
$11.89avg. 13F price*

At the end of Q1 2025, 1 institutions reported holding Westwood Income Opport-Inst (WHGIX) in their 13F filings. The largest holder was Financial Gravity Asset Management, Inc. ($37K).

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 2025

No earlier quarter to compare with.

Ownership 1 holders

Financial Gravity Asset Management, Inc. 0.01% — 3,143 $37K

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