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Westwood Holdings Group Inc

WHG

17.335USD

+0.405+2.39%
Horário de mercado ETCotações atrasadas em 15 min
162.60MValor de mercado
409.56P/L TTM

Westwood Holdings Group Inc

17.335

+0.405+2.39%
Mais detalhes de Westwood Holdings Group Inc Empresa
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.
Informações da empresa
Código da empresaWHG
Nome da EmpresaWestwood Holdings Group Inc
Data de listagemJun 13, 2002
CEOMr. Brian O. Casey
Número de funcionários151
Tipo de títulosOrdinary Share
Fim do ano fiscalJun 13
Endereço200 Crescent Court
CidadeDALLAS
Bolsa de valoresNYSE Consolidated
PaísUnited States of America
Código postal75201
Telefone12147566900
Sitehttps://westwoodgroup.com/
Código da empresaWHG
Data de listagemJun 13, 2002
CEOMr. Brian O. Casey
Executivos da empresa
Nome
Nome/Posição
Posição
Ações detidas
Variação
Mr. Brian O. Casey
Mr. Brian O. Casey
Chief Executive Officer, Director
Chief Executive Officer, Director
480.21K
-6.33%
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
--
--
Nome
Nome/Posição
Posição
Ações detidas
Variação
Mr. Brian O. Casey
Mr. Brian O. Casey
Chief Executive Officer, Director
Chief Executive Officer, Director
480.21K
-6.33%
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
--
--
Detalhamento da receita
Moeda: USDAtualizado em: dom, 6 de jul
Moeda: USDAtualizado em: dom, 6 de jul
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
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%
Por RegiãoUSD
Nome
Receita
Proporção
United States
23.01M
98.98%
Canada
238.00K
1.02%
Por Empresa
Por Região
Por EmpresaUSD
Nome
Receita
Proporção
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%
Distribuição de ações
Atualizado em: sex, 25 de abr
Atualizado em: sex, 25 de abr
Investidores
Tipos de investidores
Investidores
Investidores
Proporção
Hoak & Co.
7.94%
Allspring Global Investments, LLC
6.28%
Gabelli Funds, LLC
5.77%
Casey (Brian O)
5.12%
Renaissance Technologies LLC
4.34%
Other
70.56%
Investidores
Investidores
Proporção
Hoak & Co.
7.94%
Allspring Global Investments, LLC
6.28%
Gabelli Funds, LLC
5.77%
Casey (Brian O)
5.12%
Renaissance Technologies LLC
4.34%
Other
70.56%
Tipos de investidores
Investidores
Proporção
Investment Advisor
23.46%
Investment Advisor/Hedge Fund
21.60%
Individual Investor
13.08%
Private Equity
7.94%
Hedge Fund
5.16%
Research Firm
0.53%
Pension Fund
0.04%
Other
28.19%
Participação acionária institucional
Atualizado em: ter, 1 de jul
Atualizado em: ter, 1 de jul
Período do relatório
N.º de instituições
Ações detidas
Proporção
Variação
2025Q2
115
6.78M
72.31%
-510.61K
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
Ver Mais
Atividade dos acionistas
Nome
Ações detidas
Proporção
Variação
Var. %
Data
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
North Star Investment Management Corporation
362.01K
3.86%
+18.00
+0.00%
Mar 31, 2025
DePrince, Race & Zollo, Inc.
277.42K
2.96%
-71.49K
-20.49%
Mar 31, 2025
Dimensional Fund Advisors, L.P.
261.59K
2.79%
+2.79K
+1.08%
Mar 31, 2025
Russell Investments Trust Company
189.52K
2.02%
-1.38K
-0.72%
Mar 31, 2025
Ver Mais
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Dividendo
Um total de 50.54M USD foi distribuído em dividendos nos últimos 5 anos.
Data
Dividendo
Data de registro
Data de pagamento
Data ex-dividendo
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
Ver Mais
Desdobramento de ações
Data
Tipo
Proporção
Sem dados
Data
Tipo
Proporção
Sem dados
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