Westwood Global Investments, LLC

CIK 0001356513 · Q1 2026

13F Equity AUM

$2.7B

+36.5% QoQ

Positions

+2 QoQ

AUM Rank

#1,513

Top 12%

Skill Alpha (FF)

-1.3%/yr^ns

No Clear Edge

Rank #4,221 · Top 51%

vs S&P -2.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 79.9%Top 10: 99.7%Top 20: 100.0%

BAP19.9%

BVXB19.0%

BVN14.9%

TS14.5%

AMX11.7%

GGAL9.4%

YUMC8.7%

HDB1.1%

BFP0.4%

GLOB0.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services30.3%

Financials19.3%

Basic Materials15.2%

Energy14.5%

Communication Services11.7%

Consumer Cyclical8.7%

Other0.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 12Median: 9.03%Avg: 8.33%

0–0.5%

4(0.9%)

0.5–1%

0(0.0%)

1–3%

1(1.1%)

3–5%

0(0.0%)

5%+

7(98.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 11Unique: 1vs 20 funds

0.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.2%

JPMORGAN CHASE & CO

0.2%

BlackRock, Inc.

0.2%

BANK OF AMERICA CORP /DE/

0.2%

STATE STREET CORP

0.2%

FMR LLC

0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.2%

GEODE CAPITAL MANAGEMENT, LLC

0.1%

VANGUARD CAPITAL MANAGEMENT LLC

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased3Decreased7Exited0

New Positions

YUMC8.7%

+4.8M

GLOB0.3%

+167K

Increased

GGAL9.4%

+2.4M(+78%)

HDB1.1%

+355K(+45%)

BFP0.4%

+2K(+0%)

Decreased

BVXB19.0%

-601,575(-1%)

TS14.5%

-598,686(-8%)

GHG0.0%

-417,378(-58%)

AMX11.7%

-253,136(-2%)

BVN14.9%

-183,214(-2%)

BAP19.9%

-32,967(-2%)

TX0.3%

-28,058(-13%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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