Overview Performance Dividends Metrics Financials ETFs Industry Correlations

25 Stock and 75 ETF Westwood Holdings Group (WHG) alternatives

The most close Westwood Holdings Group (WHG) alternative is ETF CEFZ (RIVERNORTH ACTIVE INCOME ETF). The correlation is 0.885.

Stocks that highly correlated with WHG

Symbol	Name	Market cap	Sector	Industry	Correlation
SCMA	Seaport Calibre Materials Acquisition Corp - Class A	$169M	N/A	N/A	0.71
CAI	Caris Life Sciences Inc - Class A	$4.35B	Healthcare	Biotechnology	0.71
YB	Yuanbao Inc	$971M	Technology	Software - Application	0.59
BULL	Webull Corporation	$2.47B	Technology	Software - Application	0.59
CHYM	Chime Financial Inc - Class A	$6.59B	Technology	Software - Application	0.59
ATGL	Alpha Technology Group Ltd	$238M	Technology	Software - Infrastructure	0.58
IOTR	iOThree Ltd	$5.23M	Communication Services	Telecom Services	0.58
NNNN	Anbio Biotechnology - Class A	$1.43B	Healthcare	Medical Instruments & Supplies	0.57
KKRT	KKR & Co. Inc	$22B	N/A	N/A	0.57
TWOD	Two Harbors Investment Corp	$2.67B	N/A	N/A	0.56
BK	Bank Of New York Mellon Corp	$95B	Financial Services	Banks - Diversified	0.56
AMG	Affiliated Managers Group Inc	$8.25B	Financial Services	Asset Management	0.55
PRDS	Pardes Biosciences Inc	$129M	N/A	N/A	0.55
DX-P-C	Dynex Capital Inc	$5.39B	N/A	N/A	0.55
COF	Capital One Financial Corp	$116B	Financial Services	Credit Services	0.54
SRBK	SR Bancorp Inc	$152M	Financial Services	Banks - Regional	0.54
FTAIN	FTAI Aviation Ltd	$2.61B	Industrials	Aerospace & Defense	0.53
WFC	Wells Fargo & Company	$233B	Financial Services	Banks - Diversified	0.53
NTRS	Northern Trust Corp	$31B	Financial Services	Asset Management	0.53
TWCBU	Bilander Acquisition Corp - Units (1 Ord Share Class A & 1/4 War)	$229M	N/A	N/A	0.53
TVGN	Tevogen Bio Holdings Inc	$30M	Healthcare	Biotechnology	0.53
C	Citigroup Inc	$230B	Financial Services	Banks - Diversified	0.53
ESAB	ESAB Corp	$5.72B	Industrials	Metal Fabrication	0.52
EGG	Enigmatig Ltd - Class A	$251M	Industrials	Consulting Services	0.52
TOWN	Townebank Portsmouth VA	$3.15B	Financial Services	Banks - Regional	0.52

ETFs that highly correlated with WHG

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$39M	3.36%	Dec 27, 2006	0.89
BOEG	LEVERAGE SHARES 2X LONG BA DAILY ETF	$4.60M	N/A	Jun 12, 2025	0.75
KMAY	Innovator U.S. Small Cap Power Buffer ETF May	$14M	0.79%	Apr 30, 2025	0.68
ZMAY	Innovator Equity Defined Protection ETF 1 Yr May	$34M	0.79%	Apr 30, 2025	0.66
HBDC	Hilton BDC Corporate Bond ETF	$86M	0.39%	Jun 10, 2025	0.66
JHDG	WISDOMTREE JAPAN HEDGED QUALITY DIVIDEND GROWTH FUND NA	$64M	0.49%	Apr 7, 2026	0.65
CSTK	Invesco Comstock Contrarian Equity ETF	$129M	0.35%	May 5, 2025	0.63
BSJX	Invesco BulletShares 2033 High Yield Corporate Bond ETF	$10M	0.42%	Jun 11, 2025	0.62
KNRG	Simplify Kayne Anderson Energy and Infrastructure Credit ETF	$145M	0.76%	May 27, 2025	0.61
METW	ROUNDHILL META WEEKLYPAY ETF	$27M	N/A	Jun 17, 2025	0.61
VGMS	Vanguard MultiSector Income Bond ETF	$215M	0.30%	Jun 9, 2025	0.61
RDTL	GRANITESHARES 2X LONG RDDT DAILY ETF	$53M	N/A	Mar 24, 2025	0.60
CPSU	Calamos S&P 500 Structured Alt Protection ETF June	$13M	0.69%	Jun 2, 2025	0.60
KMLI	KraneShares 2x Long MELI Daily ETF	$6.50M	N/A	Apr 4, 2025	0.60
ZJUN	Innovator Equity Defined Protection ETF 1 Yr June	$34M	0.79%	May 30, 2025	0.59
IDE	Voya Infrastructure Industrials and Materials Fund	$212M	N/A	N/A	0.58
MMSD	IQ MACKAY MUNICIPAL SHORT DURATION ETF	$62M	0.25%	May 5, 2025	0.57
REMG	EMERGING MARKETS EQUITY ACTIVE ETF	$95M	0.64%	May 29, 2025	0.57
BDJ	BlackRock Enhanced Equity Dividend Trust	$1.80B	N/A	N/A	0.57
ZTRE	F/M 3-YEAR INVESTMENT GRADE CORPORATE BOND ETF	$41M	0.15%	Jan 10, 2024	0.56
SPYV	SPDR(R) PORTFOLIO S&P 500 VALUE ETF	$34B	0.04%	Sep 25, 2000	0.56
IVE	ISHARES S&P 500 VALUE ETF	$49B	0.18%	May 22, 2000	0.56
VOOV	VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES	$6.50B	0.07%	Sep 7, 2010	0.56
AGGA	EA ASTORIA DYNAMIC CORE US FIXED INCOME ETF	$76M	0.55%	Apr 30, 2025	0.56
IUSV	ISHARES CORE S&P U.S. VALUE ETF	$26B	0.04%	Jul 24, 2000	0.56
LCOW	PACER S&P 500 QUALITY FCF ARISTOCRATS ETF	$23M	0.49%	May 6, 2025	0.56
CET	Central Securities Corp	$1.90B	N/A	N/A	0.56
XEMD	BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF	$909M	0.29%	Jun 28, 2022	0.55
FIDI	FIDELITY INTERNATIONAL HIGH DIVIDEND ETF	$318M	0.18%	Jan 16, 2018	0.55
WLDR	AFFINITY WORLD LEADERS EQUITY ETF	$71M	0.67%	Jan 16, 2018	0.55
EOCT	Innovator Emerging Markets Power Buffer ETF - October	$112M	0.89%	Sep 30, 2021	0.55
BOEU	Direxion Daily BA Bull 2X Shares	$19M	N/A	Apr 22, 2025	0.55
ILCV	ISHARES MORNINGSTAR VALUE ETF	$1.20B	0.04%	Jun 28, 2004	0.55
XLF	THE FINANCIAL SELECT SECTOR SPDR FUND	$52B	0.08%	Dec 16, 1998	0.55
QVMT	Invesco S&P 500 Enhanced Value ETF	$127M	0.13%	Oct 9, 2015	0.54
IXG	ISHARES GLOBAL FINANCIALS ETF	$541M	0.41%	Nov 12, 2001	0.54
FLGB	Franklin FTSE United Kingdom ETF	$855M	0.09%	Nov 2, 2017	0.54
IWX	ISHARES RUSSELL TOP 200 VALUE ETF	$3.40B	0.20%	Sep 22, 2009	0.54
NVII	REX NVDA GROWTH & INCOME ETF	$92M	N/A	May 27, 2025	0.54
AINP	ALLSPRING INCOME PLUS ETF	$197M	0.36%	Dec 4, 2024	0.54
IYG	ISHARES U.S. FINANCIAL SERVICES ETF	$2B	0.38%	Jun 12, 2000	0.54
AIVL	WISDOMTREE U.S. AI ENHANCED VALUE FUND	$397M	0.38%	Jun 16, 2006	0.54
VFH	VANGUARD FINANCIALS INDEX FUND ETF SHARES	$14B	0.09%	Jan 26, 2004	0.54
FNCL	FIDELITY MSCI FINANCIALS INDEX ETF	$2.20B	0.08%	Oct 21, 2013	0.54
DFNL	DAVIS SELECT FINANCIAL ETF	$469M	0.61%	Jan 11, 2017	0.53
VTV	VANGUARD VALUE INDEX FUND ETF SHARES	$238B	0.03%	Jan 26, 2004	0.53
GEMD	GOLDMAN SACHS ACCESS EMERGING MARKETS USD BOND ETF	$34M	0.30%	Feb 15, 2022	0.53
FID	First Trust S&P International Dividend Aristocrats ETF	$161M	0.60%	Aug 22, 2013	0.53
MGV	VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES	$12B	0.05%	Dec 17, 2007	0.53
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES	$95B	0.04%	Nov 10, 2006	0.53
DUSA	DAVIS SELECT U.S. EQUITY ETF	$1.20B	0.59%	Jan 11, 2017	0.53
SPDV	AAM S&P 500 HIGH DIVIDEND VALUE ETF	$90M	0.29%	Nov 28, 2017	0.53
SCHV	SCHWAB U.S. LARGE-CAP VALUE ETF	$15B	0.04%	Dec 11, 2009	0.53
IVLU	ISHARES MSCI INTL VALUE FACTOR ETF	$4B	0.31%	Jun 16, 2015	0.53
VLU	SPDR S&P 1500 VALUE TILT ETF	$693M	0.12%	Oct 24, 2012	0.53
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES	$20B	0.06%	Sep 20, 2010	0.53
IWD	ISHARES RUSSELL 1000 VALUE ETF	$74B	0.18%	May 22, 2000	0.53
DEW	WISDOMTREE GLOBAL HIGH DIVIDEND FUND	$141M	0.58%	Jun 16, 2006	0.53
CDL	VICTORYSHARES US LARGE CAP HIGH DIV VOLATILITY WTD ETF	$388M	0.35%	Jul 7, 2015	0.53
RPV	INVESCO S&P 500 PURE VALUE ETF	$1.80B	0.35%	Mar 1, 2006	0.53
UYG	PROSHARES ULTRA FINANCIALS	$714M	N/A	Jan 30, 2007	0.53
DJD	INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF	$449M	0.07%	Dec 16, 2015	0.53
FIVA	FIDELITY INTERNATIONAL VALUE FACTOR ETF	$533M	0.18%	Jan 16, 2018	0.53
IGA	Voya Global Advantage and Premium Opportunity Fund	$162M	N/A	N/A	0.53
MDPL	MONARCH DIVIDEND PLUS INDEX ETF	$62M	1.24%	Mar 6, 2024	0.52
EDOW	FIRST TRUST DOW 30 EQUAL WEIGHT ETF	$300M	0.50%	Aug 8, 2017	0.52
PRF	INVESCO RAFI US 1000 ETF	$9.50B	0.34%	Dec 19, 2005	0.52
EQIN	COLUMBIA U.S. EQUITY INCOME ETF	$276M	0.35%	Jun 13, 2016	0.52
PWV	INVESCO LARGE CAP VALUE ETF	$1.50B	0.55%	Mar 3, 2005	0.52
VALQ	AMERICAN CENTURY U.S. QUALITY VALUE ETF	$306M	0.29%	Jan 11, 2018	0.52
HYBL	SPDR(R) BLACKSTONE HIGH INCOME ETF	$555M	0.70%	Feb 16, 2022	0.52
GDV	Gabelli Dividend & Income Trust	$2.90B	N/A	N/A	0.52
RSPF	INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF	$274M	0.40%	Nov 1, 2006	0.52
JPIE	JPMORGAN INCOME ETF	$8.70B	0.39%	Oct 28, 2021	0.52
FNDX	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	$26B	0.25%	Aug 15, 2013	0.52