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Westwood Holdings Group Inc

WHG
17.840USD
-0.160-0.89%
終値 02/06, 16:00ET15分遅れの株価
167.84M時価総額
20.42直近12ヶ月PER

Westwood Holdings Group Inc

17.840
-0.160-0.89%

詳細情報 Westwood Holdings Group Inc 企業名

Westwood Holdings Group, Inc. manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C., Salient Advisors, L.P. and Broadmark Asset Management LLC. The Company’s segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals; sub-advisory; pooled investment vehicles, including collective investment trusts. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors for institutions and high-net-worth individuals. Its advisory business encompasses six distinct investment capabilities, including United States (U.S.) Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, Income Alternatives and Managed Investment Solutions.

Westwood Holdings Group Incの企業情報

企業コードWHG
会社名Westwood Holdings Group Inc
上場日Jun 13, 2002
最高経営責任者「CEO」Casey (Brian O)
従業員数151
証券種類Ordinary Share
決算期末Jun 13
本社所在地200 Crescent Court
都市DALLAS
証券取引所NASDAQ OMX NASDAQ Basic NYSE
United States of America
郵便番号75201
電話番号12147566900
ウェブサイトhttps://westwoodgroup.com/
企業コードWHG
上場日Jun 13, 2002
最高経営責任者「CEO」Casey (Brian O)

Westwood Holdings Group Incの経営陣

会社名
会社名/ポジション
ポジション
株式保有
変動額
Mr. Brian O. Casey
Mr. Brian O. Casey
Chief Executive Officer, Director
Chief Executive Officer, Director
459.90K
-13058.00%
Mr. Fabian Gomez
Mr. Fabian Gomez
President
President
96.51K
-7000.00%
Mr. Geoffrey R. Norman
Mr. Geoffrey R. Norman
Independent Director
Independent Director
50.09K
+5690.00%
Mr. Randy A Bowman
Mr. Randy A Bowman
Independent Chairman of the Board
Independent Chairman of the Board
31.75K
+5690.00%
Ms. Ellen H. Masterson
Ms. Ellen H. Masterson
Independent Director
Independent Director
--
--
Mr. Murray (Terry) Forbes, III
Mr. Murray (Terry) Forbes, III
Chief Financial Officer, Senior Vice President, Treasurer
Chief Financial Officer, Senior Vice President, Treasurer
--
--
Mr. John A. Ehinger
Mr. John A. Ehinger
Head of Legal and Chief Compliance Officer
Head of Legal and Chief Compliance Officer
--
--
Mr. J. Hale Hoak
Mr. J. Hale Hoak
Director
Director
--
--
Ms. Katherine A. Murray
Ms. Katherine A. Murray
Director
Director
--
--
Ms. Jan Ryan
Ms. Jan Ryan
Director
Director
--
--
会社名
会社名/ポジション
ポジション
株式保有
変動額
Mr. Brian O. Casey
Mr. Brian O. Casey
Chief Executive Officer, Director
Chief Executive Officer, Director
459.90K
-13058.00%
Mr. Fabian Gomez
Mr. Fabian Gomez
President
President
96.51K
-7000.00%
Mr. Geoffrey R. Norman
Mr. Geoffrey R. Norman
Independent Director
Independent Director
50.09K
+5690.00%
Mr. Randy A Bowman
Mr. Randy A Bowman
Independent Chairman of the Board
Independent Chairman of the Board
31.75K
+5690.00%
Ms. Ellen H. Masterson
Ms. Ellen H. Masterson
Independent Director
Independent Director
--
--
Mr. Murray (Terry) Forbes, III
Mr. Murray (Terry) Forbes, III
Chief Financial Officer, Senior Vice President, Treasurer
Chief Financial Officer, Senior Vice President, Treasurer
--
--

収益内訳

通貨: USD更新時刻: Tue, Jan 6
通貨: USD更新時刻: Tue, Jan 6
FY2025Q3
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2021
FY2020
FY2019
事業別USD
会社名
収益
比率
Advisory Fees- Institutional
10.95M
45.07%
Advisory Fees-Mutual Funds
7.13M
29.37%
Trust Fees
5.42M
22.30%
Advisory Fees-Private Wealth
807.00K
3.32%
Other
-14.00K
-0.06%
地域別USD
会社名
収益
比率
United States
24.12M
99.32%
Canada
166.00K
0.68%
事業別
地域別
事業別USD
会社名
収益
比率
Advisory Fees- Institutional
10.95M
45.07%
Advisory Fees-Mutual Funds
7.13M
29.37%
Trust Fees
5.42M
22.30%
Advisory Fees-Private Wealth
807.00K
3.32%
Other
-14.00K
-0.06%

株主

更新時刻: Sat, Nov 15
更新時刻: Sat, Nov 15
株主統計
種類
株主統計
株主統計
比率
Hoak & Co.
7.91%
Allspring Global Investments, LLC
6.45%
Gabelli Funds, LLC
5.65%
Settian Capital LP
5.00%
Casey (Brian O)
4.89%
他の
70.10%
株主統計
株主統計
比率
Hoak & Co.
7.91%
Allspring Global Investments, LLC
6.45%
Gabelli Funds, LLC
5.65%
Settian Capital LP
5.00%
Casey (Brian O)
4.89%
他の
70.10%
種類
株主統計
比率
Investment Advisor
24.24%
Investment Advisor/Hedge Fund
23.71%
Individual Investor
12.82%
Private Equity
7.91%
Hedge Fund
4.14%
Research Firm
0.24%
Bank and Trust
0.09%
Pension Fund
0.04%
他の
26.81%

機関投資家保有株

更新時刻: Wed, Jan 21
更新時刻: Wed, Jan 21
報告期間
機関投資家数
保有株式数
比率
変動額
2026Q4
120
4.45M
58.76%
--
2025Q4
132
5.26M
55.96%
-1.28M
2025Q3
126
5.85M
62.20%
-793.80K
2025Q2
116
6.89M
73.51%
-389.57K
2025Q1
117
7.17M
76.52%
-536.07K
2024Q4
108
7.02M
75.99%
-427.93K
2024Q3
101
7.05M
76.09%
-262.28K
2024Q2
106
6.98M
75.20%
-608.89K
2024Q1
110
6.87M
73.96%
-312.00
2023Q4
109
6.70M
73.27%
+320.66K
詳細を見る

株主動向

会社名
保有株式数
比率
変動額
変動率
日付
Hoak & Co.
744.35K
7.91%
+71.28K
+10.59%
Nov 05, 2024
Allspring Global Investments, LLC
593.75K
6.31%
+5.03K
+0.85%
Sep 30, 2025
Gabelli Funds, LLC
87.71K
0.93%
-453.88K
-83.81%
Sep 30, 2025
Settian Capital LP
470.51K
5%
--
--
Sep 30, 2025
Casey (Brian O)
459.90K
4.89%
-13.06K
-2.76%
Dec 10, 2025
BlackRock Institutional Trust Company, N.A.
434.92K
4.62%
+59.80K
+15.94%
Sep 30, 2025
The Vanguard Group, Inc.
397.26K
4.22%
+11.22K
+2.91%
Sep 30, 2025
Renaissance Technologies LLC
388.66K
4.13%
-13.00K
-3.24%
Sep 30, 2025
North Star Investment Management Corporation
367.48K
3.91%
+17.00
+0.00%
Sep 30, 2025
Dimensional Fund Advisors, L.P.
273.09K
2.9%
-5.19K
-1.87%
Sep 30, 2025
詳細を見る

関連ETF

更新時刻: Sat, Dec 6
更新時刻: Sat, Dec 6
銘柄名
比率
iShares Micro-Cap ETF
0.02%
ProShares Hedge Replication ETF
0.01%
iShares Russell 2000 Value ETF
0.01%
Invesco Russell 2000 Dynamic Multifactor ETF
0.01%
Proshares Ultra Russell 2000
0%
Global X Russell 2000 ETF
0%
Invesco RAFI US 1500 Small-Mid ETF
0%
iShares Russell 2000 ETF
0%
DFA Dimensional US Small Cap Value ETF
0%
DFA Dimensional US Sustainability Core 1 ETF
0%
詳細を見る
iShares Micro-Cap ETF
比率0.02%
ProShares Hedge Replication ETF
比率0.01%
iShares Russell 2000 Value ETF
比率0.01%
Invesco Russell 2000 Dynamic Multifactor ETF
比率0.01%
Proshares Ultra Russell 2000
比率0%
Global X Russell 2000 ETF
比率0%
Invesco RAFI US 1500 Small-Mid ETF
比率0%
iShares Russell 2000 ETF
比率0%
DFA Dimensional US Small Cap Value ETF
比率0%
DFA Dimensional US Sustainability Core 1 ETF
比率0%

配当金

過去5年間の配当金総支払額は 39.50M 米ドルである。
日付
配当金
権利確定日
支払日
配当落ち日
Oct 30, 2025
WHG.NB Final Cash Dividend of gross USD 0.15 paid on Jan 02, 2026 going ex on Dec 01, 2025
Dec 01, 2025
Jan 02, 2026
Dec 01, 2025
Aug 08, 2025
WHG.NB Interim Cash Dividend of gross USD 0.15 paid on Oct 01, 2025 going ex on Sep 02, 2025
Sep 02, 2025
Oct 01, 2025
Sep 02, 2025
Apr 30, 2025
WHG.NB Interim Cash Dividend of gross USD 0.15 paid on Jul 01, 2025 going ex on Jun 02, 2025
Jun 02, 2025
Jul 01, 2025
Jun 02, 2025
Feb 12, 2025
WHG.NB Interim Cash Dividend of gross USD 0.15 paid on Apr 01, 2025 going ex on Mar 03, 2025
Mar 03, 2025
Apr 01, 2025
Mar 03, 2025
Oct 30, 2024
WHG.NB Final Cash Dividend of gross USD 0.15 paid on Jan 03, 2025 going ex on Dec 02, 2024
Dec 02, 2024
Jan 03, 2025
Dec 02, 2024
Aug 01, 2024
WHG.NB Interim Cash Dividend of gross USD 0.15 paid on Oct 01, 2024 going ex on Aug 30, 2024
Sep 02, 2024
Oct 01, 2024
Aug 30, 2024
May 02, 2024
WHG.NB Interim Cash Dividend of gross USD 0.15 paid on Jul 01, 2024 going ex on Jun 03, 2024
Jun 03, 2024
Jul 01, 2024
Jun 03, 2024
Feb 14, 2024
WHG.NB Interim Cash Dividend of gross USD 0.15 paid on Apr 03, 2024 going ex on Feb 29, 2024
Mar 01, 2024
Apr 03, 2024
Feb 29, 2024
Nov 01, 2023
WHG.NB Final Cash Dividend of gross USD 0.15 paid on Jan 03, 2024 going ex on Nov 30, 2023
Dec 01, 2023
Jan 03, 2024
Nov 30, 2023
Aug 03, 2023
WHG.NB Interim Cash Dividend of gross USD 0.15 paid on Oct 02, 2023 going ex on Aug 31, 2023
Sep 01, 2023
Oct 02, 2023
Aug 31, 2023
詳細を見る

株式分割

日付
配当落ち日
種類
比率
データなし
日付
配当落ち日
種類
比率
データなし
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