Westwood Holdings Group Inc
WHG17.660USD
+0.380+2.22%
Close 09/19, 16:00（ET）Quotes delayed by 15 min
166.15MMarket Cap
45.41P/E TTM
More Details of Westwood Holdings Group Inc Company
Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. 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. It also provides investment management services to the Westwood Funds. The Company’s advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals. It provides investment advisory services to institutional investors; a family of mutual funds called the Westwood Funds.
Company Info
Ticker SymbolWHG
Company nameWestwood Holdings Group Inc
IPO dateJun 13, 2002
CEOMr. Brian O. Casey
Number of employees151
Security typeOrdinary Share
Fiscal year-endJun 13
Address200 Crescent Court
CityDALLAS
Stock exchangeNYSE Consolidated
CountryUnited States of America
Postal code75201
Phone12147566900
Websitehttps://westwoodgroup.com/
Ticker SymbolWHG
IPO dateJun 13, 2002
CEOMr. Brian O. Casey
Company Executives
Name
Name/Position
Position
Shareholding
Change
Mr. Brian O. Casey
Mr. Brian O. Casey
Chief Executive Officer, Director
Chief Executive Officer, Director
473.46K
-1.41%
Mr. Fabian Gomez
Mr. Fabian Gomez
President
President
96.51K
-6.76%
Mr. Geoffrey R. Norman
Mr. Geoffrey R. Norman
Independent Director
Independent Director
50.09K
+12.82%
Mr. Randy A Bowman
Mr. Randy A Bowman
Independent Chairman of the Board
Independent Chairman of the Board
31.75K
+21.83%
Mr. Murray (Terry) Forbes, III
Mr. Murray (Terry) Forbes, III
Chief Financial Officer, Senior Vice President, Treasurer
Chief Financial Officer, Senior Vice President, Treasurer
--
--
Ms. Ellen H. Masterson
Ms. Ellen H. Masterson
Independent Director
Independent Director
--
--
Ms. Katherine A. Murray
Ms. Katherine A. Murray
Director
Director
--
--
Ms. Jan Ryan
Ms. Jan Ryan
Director
Director
--
--
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
--
--
Name
Name/Position
Position
Shareholding
Change
Mr. Brian O. Casey
Mr. Brian O. Casey
Chief Executive Officer, Director
Chief Executive Officer, Director
473.46K
-1.41%
Mr. Fabian Gomez
Mr. Fabian Gomez
President
President
96.51K
-6.76%
Mr. Geoffrey R. Norman
Mr. Geoffrey R. Norman
Independent Director
Independent Director
50.09K
+12.82%
Mr. Randy A Bowman
Mr. Randy A Bowman
Independent Chairman of the Board
Independent Chairman of the Board
31.75K
+21.83%
Mr. Murray (Terry) Forbes, III
Mr. Murray (Terry) Forbes, III
Chief Financial Officer, Senior Vice President, Treasurer
Chief Financial Officer, Senior Vice President, Treasurer
--
--
Ms. Ellen H. Masterson
Ms. Ellen H. Masterson
Independent Director
Independent Director
--
--
Revenue Breakdown
Currency: USDUpdated: Sun, Jul 6
Currency: USDUpdated: Sun, Jul 6
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2021
FY2020
FY2019
By BusinessUSD
Name
Revenue
Proportion
Advisory Fees- Institutional
10.25M
44.10%
Advisory Fees-Mutual Funds
6.83M
29.38%
Trust Fees
5.43M
23.35%
Advisory Fees-Private Wealth
645.00K
2.77%
Other
92.00K
0.40%
By RegionUSD
Name
Revenue
Proportion
United States
23.01M
98.98%
Canada
238.00K
1.02%
By Business
By Region
By BusinessUSD
Name
Revenue
Proportion
Advisory Fees- Institutional
10.25M
44.10%
Advisory Fees-Mutual Funds
6.83M
29.38%
Trust Fees
5.43M
23.35%
Advisory Fees-Private Wealth
645.00K
2.77%
Other
92.00K
0.40%
Shareholding Stats
Updated: Fri, Aug 15
Updated: Fri, Aug 15
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Hoak & Co.
7.91%
Allspring Global Investments, LLC
6.26%
Gabelli Funds, LLC
5.76%
Casey (Brian O)
5.03%
Settian Capital LP
5.00%
Other
70.04%
Shareholders
Shareholders
Proportion
Hoak & Co.
7.91%
Allspring Global Investments, LLC
6.26%
Gabelli Funds, LLC
5.76%
Casey (Brian O)
5.03%
Settian Capital LP
5.00%
Other
70.04%
Shareholder Types
Shareholders
Proportion
Investment Advisor
25.38%
Investment Advisor/Hedge Fund
23.87%
Individual Investor
12.97%
Private Equity
7.91%
Hedge Fund
4.27%
Research Firm
0.30%
Pension Fund
0.13%
Bank and Trust
0.09%
Other
25.08%
Institutional Shareholding
Updated: Tue, Jul 1
Updated: Tue, Jul 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
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
2023Q3
108
6.57M
71.63%
-302.01K
2023Q2
113
6.50M
70.90%
-343.17K
2023Q1
132
6.40M
69.40%
-542.69K
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Hoak & Co.
744.35K
7.94%
+71.28K
+10.59%
Nov 05, 2024
Allspring Global Investments, LLC
587.25K
6.26%
+1.41K
+0.24%
Mar 31, 2025
Gabelli Funds, LLC
550.99K
5.87%
+6.48K
+1.19%
Mar 31, 2025
Casey (Brian O)
480.21K
5.12%
-32.46K
-6.33%
Mar 03, 2025
Renaissance Technologies LLC
406.66K
4.34%
-13.47K
-3.21%
Mar 31, 2025
The Vanguard Group, Inc.
368.12K
3.92%
-7.04K
-1.88%
Mar 31, 2025
BlackRock Institutional Trust Company, N.A.
184.61K
1.97%
-1.76K
-0.95%
Mar 31, 2025
North Star Investment Management Corporation
362.01K
3.86%
+18.00
+0.00%
Mar 31, 2025
Dimensional Fund Advisors, L.P.
261.59K
2.79%
+2.79K
+1.08%
Mar 31, 2025
View more
Related ETFs
Name
Proportion
No Data
Dividend
A total of
50.54M
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
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
Apr 27, 2023
WHG.NB Interim Cash Dividend of gross USD 0.15 paid on Jul 03, 2023 going ex on Jun 01, 2023
Jun 02, 2023
Jul 03, 2023
Jun 01, 2023
Feb 16, 2023
WHG.NB Interim Cash Dividend of gross USD 0.15 paid on Apr 03, 2023 going ex on Feb 28, 2023
Mar 01, 2023
Apr 03, 2023
Feb 28, 2023
Oct 27, 2022
WHG.NB Final Cash Dividend of gross USD 0.15 paid on Jan 03, 2023 going ex on Dec 01, 2022
Dec 02, 2022
Jan 03, 2023
Dec 01, 2022
View more
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
