WESTWOOD QUALITY SMIDCAP FUND

WESTWOOD QUALITY SMIDCAP FUND is a registered fund series of Ultimus Managers Trust (series S000072843). Net assets $106.6M as of 2026-04-30.

Profile

Advisers

Top holdings (61 reported)

Showing 15 of 61 holdings by value.

HoldingTickerValue% of fund
FIRST AMERICAN FUNDS INC$3.1M291.09%
CULLEN/FROST BANKERS INC$2.7M257.07%
SOUTHSTATE BANK CORP$2.7M251.01%
IDACORP INC$2.7M250.15%
SENSIENT TECHNOLOGIES CORP$2.5M234.20%
MAREX GROUP PLC$2.3M219.45%
MODINE MANUFACTURING COMPANY$2.3M212.77%
GLACIER BANCORP INC$2.2M210.88%
LATTICE SEMICONDUCTOR CORP$2.2M204.35%
EASTGROUP PROPERTIES INC$2.2M203.99%
BJ'S WHOLESALE CLUB HOLDINGS INC$2.2M202.00%
WINTRUST FINANCIAL CORP$2.1M201.50%
TREX COMPANY INC$2.1M200.40%
PACKAGING CORP OF AMERICA$2.1M200.31%
NATIONAL FUEL GAS COMPANY$2.1M200.24%

Net asset history

Report dateNet assets
2026-04-30$106.6M
2026-01-31$104.6M
2025-10-31$95.7M
2025-07-31$96.8M
2025-04-30$87.5M
2025-01-31$107.4M
2024-10-31$104.2M
2024-07-31$164.5M

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