Overview Performance Dividends Metrics Financials ETFs Industry Correlations

24 Stock and 76 ETF Westwood Holdings Group (WHG) alternatives

The most close Westwood Holdings Group (WHG) alternative is ETF CEFZ (RIVERNORTH ACTIVE INCOME ETF). The correlation is 0.808.

Stocks that highly correlated with WHG

Symbol	Name	Market cap	Sector	Industry	Correlation
GRAN	Grande Group Ltd - Class A	$35M	Financial Services	Capital Markets	0.76
SCMA	Seaport Calibre Materials Acquisition Corp - Class A	$169M	N/A	N/A	0.71
CAI	Caris Life Sciences Inc - Class A	$4.94B	Healthcare	Biotechnology	0.66
IOTR	iOThree Ltd	$13M	Communication Services	Telecom Services	0.63
TGHL	Growhub Ltd (The) - Class A	$19M	Technology	Software - Infrastructure	0.62
BMHL	Bluemount Holdings Ltd	$146M	Financial Services	Capital Markets	0.60
ETS	Elite Express Holding Inc - Class A	$13M	Industrials	Trucking	0.57
CUPR	Cuprina Holdings (Cayman) Ltd - Class A	$11M	Healthcare	Medical Instruments & Supplies	0.57
AMG	Affiliated Managers Group Inc	$10B	Financial Services	Asset Management	0.57
CHYM	Chime Financial Inc - Class A	$8.43B	Technology	Software - Application	0.57
BULL	Webull Corporation	$3.05B	Technology	Software - Application	0.56
PRDS	Pardes Biosciences Inc	$129M	N/A	N/A	0.55
COF	Capital One Financial Corp	$129B	Financial Services	Credit Services	0.55
FVNNR	Future Vision II Acquisition Corporation Right	$341K	N/A	N/A	0.54
NTRS	Northern Trust Corp	$35B	Financial Services	Asset Management	0.54
WFC	Wells Fargo & Company	$268B	Financial Services	Banks - Diversified	0.54
DX-P-C	Dynex Capital Inc	$5.39B	N/A	N/A	0.54
C	Citigroup Inc	$247B	Financial Services	Banks - Diversified	0.53
TWCBU	Bilander Acquisition Corp - Units (1 Ord Share Class A & 1/4 War)	$229M	N/A	N/A	0.53
PLBL	Polibeli Group Ltd	$2.84B	Consumer Cyclical	Department Stores	0.53
PNC	PNC Financial Services Group Inc	$103B	Financial Services	Banks - Regional	0.52
ABP	Abpro Holdings, Inc Common Stock	$1.43M	Healthcare	Biotechnology	0.52
TOWN	Townebank Portsmouth VA	$3.15B	Financial Services	Banks - Regional	0.52
MT	ArcelorMittal	$52B	Basic Materials	Steel	0.52

ETFs that highly correlated with WHG

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$40M	3.36%	Dec 27, 2006	0.81
TFNS	T. ROWE PRICE FINANCIALS ETF	$14M	0.44%	Jun 11, 2025	0.80
DVXF	WEBs Defined Volatility XLF ETF	$251K	0.89%	Jul 22, 2025	0.73
AALG	LEVERAGE SHARES 2X LONG AAL DAILY ETF	$5.30M	N/A	Jul 10, 2025	0.70
FFOX	FUNDX FUTURE FUND OPPORTUNITIES ETF	$240M	1.02%	Jun 9, 2025	0.69
UPSX	TRADR 2X LONG UPST DAILY ETF	$33M	N/A	Jun 9, 2025	0.69
XLFI	STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF	$5.80M	0.35%	Jul 29, 2025	0.69
SCOW	PACER S&P SMALLCAP 600 QUALITY FCF ARISTOCRATS ETF	$1.60M	0.59%	Aug 27, 2025	0.68
BASV	BROWN ADVISORY SUSTAINABLE VALUE ETF	$408M	0.71%	Jun 13, 2025	0.66
JHDG	JOHN HANCOCK HEDGED EQUITY ETF	$90M	0.49%	Apr 7, 2026	0.62
HBDC	Hilton BDC Corporate Bond ETF	$84M	0.39%	Jun 10, 2025	0.60
KMLI	KraneShares 2x Long MELI Daily ETF	$8.80M	N/A	Apr 4, 2025	0.60
RNIN	BUSHIDO CAPITAL US SMID CAP EQUITY ETF	$161M	0.68%	May 14, 2025	0.59
KMAY	Innovator U.S. Small Cap Power Buffer ETF May	$55M	0.79%	Apr 30, 2025	0.58
BDJ	BlackRock Enhanced Equity Dividend Trust	$1.80B	N/A	N/A	0.57
LITL	Simplify Piper Sandler US SmallCap PLUS Income ETF	$6.90M	0.91%	Apr 28, 2025	0.57
IDE	Voya Infrastructure Industrials and Materials Fund	$212M	N/A	N/A	0.57
SPYV	STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF	$35B	0.04%	Sep 25, 2000	0.56
IVE	ISHARES S&P 500 VALUE ETF	$48B	0.18%	May 22, 2000	0.56
VOOV	VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES	$6.70B	0.07%	Sep 7, 2010	0.56
XLF	STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF	$51B	0.08%	Dec 16, 1998	0.56
IUSV	ISHARES CORE S&P U.S. VALUE ETF	$27B	0.04%	Jul 24, 2000	0.55
IXG	ISHARES GLOBAL FINANCIALS ETF	$586M	0.41%	Nov 12, 2001	0.55
WLDR	AFFINITY WORLD LEADERS EQUITY ETF	$86M	0.67%	Jan 16, 2018	0.55
ILCV	ISHARES MORNINGSTAR VALUE ETF	$1.30B	0.04%	Jun 28, 2004	0.55
IWX	ISHARES RUSSELL TOP 200 VALUE ETF	$3.60B	0.20%	Sep 22, 2009	0.55
AIVL	WISDOMTREE U.S. AI ENHANCED VALUE FUND	$416M	0.38%	Jun 16, 2006	0.55
IYG	ISHARES U.S. FINANCIAL SERVICES ETF	$2B	0.38%	Jun 12, 2000	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
CTIF	CASTELLAN TARGETED INCOME ETF	$183M	0.45%	Jun 24, 2025	0.54
FIDI	FIDELITY INTERNATIONAL HIGH DIVIDEND ETF	$325M	0.18%	Jan 16, 2018	0.54
DFNL	DAVIS SELECT FINANCIAL ETF	$455M	0.61%	Jan 11, 2017	0.54
VTV	VANGUARD VALUE INDEX FUND ETF SHARES	$255B	0.03%	Jan 26, 2004	0.54
QVMT	Invesco S&P 500 Enhanced Value ETF	$137M	0.13%	Oct 9, 2015	0.54
MGV	VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES	$13B	0.05%	Dec 17, 2007	0.54
CET	Central Securities Corp	$1.90B	N/A	N/A	0.54
TCAL	T. ROWE PRICE CAPITAL APPRECIATION PREMIUM INCOME ETF	$276M	0.34%	Mar 26, 2025	0.54
UYG	PROSHARES ULTRA FINANCIALS	$743M	N/A	Jan 30, 2007	0.54
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES	$22B	0.06%	Sep 20, 2010	0.53
HOOW	ROUNDHILL HOOD WEEKLYPAY ETF	$146M	N/A	Jun 17, 2025	0.53
IWD	ISHARES RUSSELL 1000 VALUE ETF	$80B	0.18%	May 22, 2000	0.53
DJD	INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF	$464M	0.07%	Dec 16, 2015	0.53
FLGB	Franklin FTSE United Kingdom ETF	$857M	0.09%	Nov 2, 2017	0.53
PWV	INVESCO LARGE CAP VALUE ETF	$1.60B	0.55%	Mar 3, 2005	0.53
SCHV	SCHWAB U.S. LARGE-CAP VALUE ETF	$16B	0.04%	Dec 11, 2009	0.53
CDL	VICTORYSHARES US LARGE CAP HIGH DIV VOLATILITY WTD ETF	$392M	0.35%	Jul 7, 2015	0.53
IYF	ISHARES U.S. FINANCIALS ETF	$3.90B	0.38%	May 22, 2000	0.53
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES	$96B	0.04%	Nov 10, 2006	0.53
RPV	INVESCO S&P 500 PURE VALUE ETF	$1.70B	0.35%	Mar 1, 2006	0.53
EQIN	COLUMBIA U.S. EQUITY INCOME ETF	$287M	0.35%	Jun 13, 2016	0.53
RSPF	INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF	$288M	0.40%	Nov 1, 2006	0.53
DEW	WISDOMTREE GLOBAL HIGH DIVIDEND FUND	$140M	0.58%	Jun 16, 2006	0.53
RW	RAINWATER EQUITY ETF	$18M	1.27%	Jun 17, 2025	0.53
VLU	STATE STREET(R) SPDR(R) S&P(R) 1500 VALUE TILT ETF	$726M	0.12%	Oct 24, 2012	0.53
EOCT	Innovator Emerging Markets Power Buffer ETF - October	$105M	0.89%	Sep 30, 2021	0.53
FGSI	FT VEST GROWTH STRENGTH & TARGET INCOME ETF	$3M	0.85%	Jun 25, 2025	0.53
IGA	Voya Global Advantage and Premium Opportunity Fund	$163M	N/A	N/A	0.53
SPDV	AAM S&P 500 HIGH DIVIDEND VALUE ETF	$95M	0.29%	Nov 28, 2017	0.52
FIVA	FIDELITY INTERNATIONAL VALUE FACTOR ETF	$560M	0.18%	Jan 16, 2018	0.52
XEMD	BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF	$983M	0.29%	Jun 28, 2022	0.52
EDOW	FIRST TRUST DOW 30 EQUAL WEIGHT ETF	$307M	0.50%	Aug 8, 2017	0.52
IVLU	ISHARES MSCI INTL VALUE FACTOR ETF	$4.20B	0.31%	Jun 16, 2015	0.52
DVY	ISHARES SELECT DIVIDEND ETF	$23B	0.38%	Nov 3, 2003	0.52
SPYD	STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF	$7.40B	0.07%	Oct 21, 2015	0.52
DUSA	DAVIS SELECT U.S. EQUITY ETF	$1.20B	0.59%	Jan 11, 2017	0.52
PRF	INVESCO FTSE RAFI US 1000 ETF	$9.70B	0.34%	Dec 19, 2005	0.52
SDOG	ALPS SECTOR DIVIDEND DOGS ETF	$1.30B	0.36%	Jun 29, 2012	0.52
KBWB	INVESCO KBW BANK ETF	$6.50B	0.35%	Nov 1, 2011	0.52
VALQ	AMERICAN CENTURY U.S. QUALITY VALUE ETF	$322M	0.29%	Jan 11, 2018	0.52
GEMD	GOLDMAN SACHS ACCESS EMERGING MARKETS USD BOND ETF	$34M	0.30%	Feb 15, 2022	0.52
FID	First Trust S&P International Dividend Aristocrats ETF	$157M	0.60%	Aug 22, 2013	0.52
OPPE	WISDOMTREE EUROPEAN OPPORTUNITIES FUND	$270M	0.58%	Mar 4, 2015	0.52
RDTL	GRANITESHARES 2X LONG RDDT DAILY ETF	$57M	N/A	Mar 24, 2025	0.52
MCOW	PACER S&P MIDCAP 400 QUALITY FCF ARISTOCRATS ETF	$1.10M	0.49%	Aug 27, 2025	0.52
EQWL	INVESCO S&P 100 EQUAL WEIGHT ETF	$2.70B	0.25%	Dec 1, 2006	0.52