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Westwood Holdings Group Inc

WHG
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16.030USD
+0.220+1.39%
Fechamento 05/18, 16:00ETCotações atrasadas em 15 min
152.09MValor de mercado
18.28P/L TTM

Westwood Holdings Group Inc

16.030
+0.220+1.39%

Mais detalhes de Westwood Holdings Group Inc Empresa

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.

Informações de Westwood Holdings Group Inc

Código da empresaWHG
Nome da EmpresaWestwood Holdings Group Inc
Data de listagemJun 13, 2002
CEOCasey (Brian O)
Número de funcionários151
Tipo de títulosOrdinary Share
Fim do ano fiscalJun 13
Endereço200 Crescent Court
CidadeDALLAS
Bolsa de valoresNASDAQ OMX NASDAQ Basic NYSE
PaísUnited States of America
Código postal75201
Telefone12147566900
Sitehttps://westwoodgroup.com/
Código da empresaWHG
Data de listagemJun 13, 2002
CEOCasey (Brian O)

Executivos da empresa Westwood Holdings Group Inc

Nome
Nome/Posição
Posição
Ações detidas
Variação
Mr. Brian O. Casey
Mr. Brian O. Casey
Chief Executive Officer, Director
Chief Executive Officer, Director
530.61K
+6.12%
Mr. Fabian Gomez
Mr. Fabian Gomez
President
President
122.57K
--
Mr. Geoffrey R. Norman
Mr. Geoffrey R. Norman
Independent Director
Independent Director
50.08K
-0.01%
Mr. Randy A Bowman
Mr. Randy A Bowman
Independent Chairman of the Board
Independent Chairman of the Board
37.53K
+15.40%
Ms. Jan Ryan
Ms. Jan Ryan
Director
Director
5.78K
--
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
--
--
Nome
Nome/Posição
Posição
Ações detidas
Variação
Mr. Brian O. Casey
Mr. Brian O. Casey
Chief Executive Officer, Director
Chief Executive Officer, Director
530.61K
+6.12%
Mr. Fabian Gomez
Mr. Fabian Gomez
President
President
122.57K
--
Mr. Geoffrey R. Norman
Mr. Geoffrey R. Norman
Independent Director
Independent Director
50.08K
-0.01%
Mr. Randy A Bowman
Mr. Randy A Bowman
Independent Chairman of the Board
Independent Chairman of the Board
37.53K
+15.40%
Ms. Jan Ryan
Ms. Jan Ryan
Director
Director
5.78K
--
Ms. Ellen H. Masterson
Ms. Ellen H. Masterson
Independent Director
Independent Director
--
--

Detalhamento da receita

Moeda: USDAtualizado em: seg, 6 de abr
Moeda: USDAtualizado em: seg, 6 de abr
FY2025
FY2025Q4
FY2025Q3
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2021
FY2020
FY2019
Por EmpresaUSD
Nome
Receita
Proporção
Advisory Fees- Institutional
42.17M
43.14%
Advisory Fees-Mutual Funds
28.70M
29.36%
Trust Fees
21.82M
22.32%
Advisory Fees-Private Wealth
4.72M
4.83%
Other
346.00K
0.35%
Por RegiãoUSD
Nome
Receita
Proporção
United States
96.97M
99.19%
Canada
791.00K
0.81%
Por Empresa
Por Região
Por EmpresaUSD
Nome
Receita
Proporção
Advisory Fees- Institutional
42.17M
43.14%
Advisory Fees-Mutual Funds
28.70M
29.36%
Trust Fees
21.82M
22.32%
Advisory Fees-Private Wealth
4.72M
4.83%
Other
346.00K
0.35%

Distribuição de ações

Atualizado em: dom, 10 de mai
Atualizado em: dom, 10 de mai
Investidores
Tipos de investidores
Investidores
Investidores
Proporção
Hoak & Co.
7.90%
Allspring Global Investments, LLC
6.46%
Gabelli Funds, LLC
5.60%
Casey (Brian O)
5.59%
Settian Capital LP
4.96%
Outro
69.48%
Investidores
Investidores
Proporção
Hoak & Co.
7.90%
Allspring Global Investments, LLC
6.46%
Gabelli Funds, LLC
5.60%
Casey (Brian O)
5.59%
Settian Capital LP
4.96%
Outro
69.48%
Tipos de investidores
Investidores
Proporção
Investment Advisor/Hedge Fund
23.82%
Investment Advisor
23.75%
Individual Investor
16.07%
Private Equity
7.90%
Hedge Fund
3.94%
Research Firm
0.39%
Bank and Trust
0.12%
Pension Fund
0.04%
Outro
23.96%

Participação acionária institucional

Atualizado em: qua, 1 de abr
Atualizado em: qua, 1 de abr
Período do relatório
N.º de instituições
Ações detidas
Proporção
Variação
2026Q4
120
4.45M
58.76%
--
2026Q1
140
6.09M
64.14%
+30.84K
2025Q4
134
5.71M
60.68%
-377.48K
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
Ver Mais

Atividade dos acionistas

Nome
Ações detidas
Proporção
Variação
Var. %
Data
Hoak & Co.
750.00K
7.9%
+5.65K
+0.76%
Mar 03, 2026
Allspring Global Investments, LLC
606.81K
6.4%
+13.06K
+2.20%
Dec 31, 2025
Gabelli Funds, LLC
531.51K
5.6%
+443.80K
+506.01%
Dec 31, 2025
Casey (Brian O)
530.61K
5.59%
+32.46K
+6.52%
Mar 03, 2026
Settian Capital LP
470.51K
4.96%
--
--
Dec 31, 2025
BlackRock Institutional Trust Company, N.A.
457.04K
4.82%
+22.12K
+5.09%
Dec 31, 2025
North Star Investment Management Corporation
371.99K
3.92%
+4.52K
+1.23%
Dec 31, 2025
Renaissance Technologies LLC
373.46K
3.94%
-15.20K
-3.91%
Dec 31, 2025
Dimensional Fund Advisors, L.P.
274.52K
2.89%
+1.43K
+0.52%
Dec 31, 2025
Ver Mais

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Atualizado em: sáb, 6 de dez
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iShares Micro-Cap ETF
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iShares Russell 2000 Value ETF
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Dividendo

Um total de 39.50M USD foi distribuído em dividendos nos últimos 5 anos.
Data
Dividendo
Data de registro
Data de pagamento
Data ex-dividendo
Apr 30, 2026
WHG.NB Interim Cash Dividend of gross USD 0.15 paid on Jul 01, 2026 going ex on Jun 01, 2026
Jun 01, 2026
Jul 01, 2026
Jun 01, 2026
Feb 13, 2026
WHG.NB Interim Cash Dividend of gross USD 0.15 paid on Apr 01, 2026 going ex on Mar 03, 2026
Mar 03, 2026
Apr 01, 2026
Mar 03, 2026
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
Ver Mais

Desdobramento de ações

Data
Data ex-dividendo
Tipo
Proporção
Sem dados
Data
Data ex-dividendo
Tipo
Proporção
Sem dados
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