Westwood Global Investments Llc
- Regulatory AUM
- $9.5B
- Discretionary
- $9.5B
- Clients
- 9
- Avg AUM / client
- $1.1B
- Accounts
- 13
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 12 positions, $2,682,511,119)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Credicorp Ltd | COM | $532,942,002 | 1,571,266 | 19.9% | 5.63% |
| 2 | Itau Unibanco Hldg S A | Spon ADR REP PFD | $508,895,260 | 60,727,358 | 19.0% | 5.38% |
| 3 | Compania De Minas Buenaventu | Sponsored ADR | $399,697,980 | 11,090,399 | 14.9% | 4.22% |
| 4 | Tenaris S A | Sponsored ADS | $388,276,914 | 6,673,718 | 14.5% | 4.1% |
| 5 | America Movil Sab De Cv | Spon ADS RP CL B | $314,523,337 | 12,343,930 | 11.7% | 3.32% |
| 6 | Grupo Financiero Galicia S.A | Sponsored ADR | $252,375,765 | 5,403,035 | 9.41% | 2.67% |
| 7 | Yum China Hldgs Inc | COM | $232,038,558 | 4,756,838 | 8.65% | 2.45% |
| 8 | Hdfc Bank Ltd | Sponsored ADS | $28,424,256 | 1,142,454 | 1.06% | 0.3% |
| 9 | Banco Bbva Argentina S A | Sponsored ADS | $9,973,196 | 620,996 | 0.37% | 0.11% |
| 10 | Globant S A | COM | $7,719,275 | 167,410 | 0.29% | 0.08% |
| 11 | Ternium Sa | Sponsored ADS | $7,268,033 | 181,022 | 0.27% | 0.08% |
| 12 | Greentree Hospitality Group | Sponsored ADS | $376,543 | 298,844 | 0.01% | 0.0% |
Top 25 of 12 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $57.2M | 0.6% |
| Pooled investment vehicles (non-investment companies) | 6 | $5.5B | 58.5% |
| Charitable organizations | 2 | $2.6B | 27.5% |
| State or municipal government entities | Fewer than 5 clients | $1.3B | 13.4% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $5.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Wgi Emerging Markets Fund, Llc master | Other Private Fund | Delaware | $4.6B | 312 |
| Wgi Emerging Markets Smaller Companies Fund, Llc | Other Private Fund | Delaware | $480M | 53 |
| Wgi Developed Markets Ex U.S. Fund, Llc master | Other Private Fund | Delaware | $291M | 41 |
| Wgi Emerging Markets Research Fund, Llc | Other Private Fund | Delaware | $2.6M | 2 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan Lee Ward | Principal | CFA | Jan 2003 (24y) | 50% – 75% |
| Margaret Mary Reynolds | Principal/Chief Executive Officer | CFA | Jan 2003 (24y) | 50% – 75% |
| Sheila Ann Stanton | Chief Operating Officer | Jul 2005 (21y) | Less than 5% | |
| Mathur, Nina | Chief Compliance Officer | Jan 2020 (7y) | Less than 5% | |
| Nichols, Jeffrey, Brian | Chief Financial Officer | Jun 2024 (2y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $5.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Wgi Emerging Markets Fund, Llc | Other Private Fund | $4.6B | $1.0M | 312 |
| Wgi Emerging Markets Smaller Companies Fund, Llc | Other Private Fund | $480M | $1.0M | 53 |
| Wgi Developed Markets Ex U.S. Fund, Llc | Other Private Fund | $291M | $1.0M | 41 |
| Wgi Emerging Markets Research Fund, Llc | Other Private Fund | $2.6M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.53 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $3.0B (31% of AUM) Mar 2026
- BNY Mellon $2.0B (17% of AUM) Mar 2026
- Northern Trust $1.4B (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗