ULTIMUS MANAGERS TR - WESTWOOD SALIENT (WEEI)

CUSIP: 90386K571

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / WESTWOOD SALIENT
Total 13F shares
602,826
Share change
+11,570
Total reported value
$12,931,348
Price per share
$21.45
Number of holders
7
Value change
+$248,190
Number of buys
4
Number of sells
3

Quarterly Holders Quick Answers

What is CUSIP 90386K571?
CUSIP 90386K571 identifies WEEI - ULTIMUS MANAGERS TR - WESTWOOD SALIENT in SEC institutional holdings data.

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Institutional Holders of ULTIMUS MANAGERS TR - WESTWOOD SALIENT (WEEI) as of Q4 2025

As of 31 Dec 2025, ULTIMUS MANAGERS TR - WESTWOOD SALIENT (WEEI) was held by 7 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 602,826 shares. The largest 7 holders included WESTWOOD HOLDINGS GROUP INC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Wealthcare Advisory Partners LLC, OLD MISSION CAPITAL LLC, LPL Financial LLC, Private Advisor Group, LLC, and Founders Financial Alliance, LLC. This page lists 7 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.