Westwood Holdings Group Inc
WHG16.780USD
-0.220-1.29%
收盘 11/06, 16:00（美东）报价延迟15分钟
157.87M总市值
21.77市盈率 TTM
关于 Westwood Holdings Group Inc 公司
Westwood Holdings Group, Inc. 通过其子公司 Westwood Management Corp.、Westwood Advisors, LLC 和 Salient Advisors, LP 管理投资资产并为客户提供服务。该公司的业务部门包括咨询和信托。咨询部门为企业养老金和利润分享计划、公务员退休基金、塔夫脱 - 哈特利计划、捐赠基金、基金会和个人、次级咨询提供投资咨询服务。它还为 Westwood Funds 提供投资管理服务。该公司的咨询业务投资能力：美国价值股票、多种资产、能源和不动产、战术绝对回报和收入替代品。信托部门为机构和高净值个人提供信托和托管服务以及参与其赞助的共同信托基金。它为机构投资者提供投资咨询服务；一组称为 Westwood Funds 的共同基金。
Westwood Holdings Group Inc简介
公司代码WHG
公司名称Westwood Holdings Group Inc
上市日期Jun 13, 2002
CEOMr. Brian O. Casey
员工数量151
证券类型Ordinary Share
年结日Jun 13
公司地址200 Crescent Court
城市DALLAS
上市交易所NYSE Consolidated
国家United States of America
邮编75201
电话12147566900
网址https://westwoodgroup.com/
公司代码WHG
上市日期Jun 13, 2002
CEOMr. Brian O. Casey
Westwood Holdings Group Inc公司高管
名称
名称/职务
职务
持股
持股变动
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
--
--
名称
名称/职务
职务
持股
持股变动
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
--
--
收入明细
单位: USD更新时间: 10月6日 周一
单位: USD更新时间: 10月6日 周一
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2021
FY2020
FY2019
业务USD
名称
营收
占比
Advisory Fees- Institutional
10.63M
45.96%
Advisory Fees-Mutual Funds
6.74M
29.17%
Trust Fees
5.07M
21.92%
Advisory Fees-Private Wealth
585.00K
2.53%
Other
96.00K
0.42%
地区USD
名称
营收
占比
United States
22.90M
99.04%
Canada
222.00K
0.96%
业务
地区
业务USD
名称
营收
占比
Advisory Fees- Institutional
10.63M
45.96%
Advisory Fees-Mutual Funds
6.74M
29.17%
Trust Fees
5.07M
21.92%
Advisory Fees-Private Wealth
585.00K
2.53%
Other
96.00K
0.42%
股东统计
更新时间: 8月15日 周五
更新时间: 8月15日 周五
持股股东
股东类型
持股股东
持股股东
占比
Hoak & Co.
7.91%
Allspring Global Investments, LLC
6.31%
Gabelli Funds, LLC
5.76%
Casey (Brian O)
5.03%
Settian Capital LP
5.00%
其他
69.99%
持股股东
持股股东
占比
Hoak & Co.
7.91%
Allspring Global Investments, LLC
6.31%
Gabelli Funds, LLC
5.76%
Casey (Brian O)
5.03%
Settian Capital LP
5.00%
其他
69.99%
股东类型
持股股东
占比
Investment Advisor
25.45%
Investment Advisor/Hedge Fund
23.93%
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%
其他
24.95%
机构持股
更新时间: 10月1日 周三
更新时间: 10月1日 周三
报告期
机构数
持股数
持股占比
持股变动
2025Q3
126
5.84M
62.07%
-730.76K
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
查看更多
股东持股明细
名称
持股数
占比
持股变动
变动比例
公告日期
Hoak & Co.
744.35K
7.91%
+71.28K
+10.59%
Nov 05, 2024
Allspring Global Investments, LLC
588.72K
6.26%
+1.47K
+0.25%
Jun 30, 2025
Gabelli Funds, LLC
541.59K
5.76%
+7.38K
+1.38%
Jul 11, 2025
Casey (Brian O)
473.46K
5.03%
-6.75K
-1.41%
Aug 29, 2025
Settian Capital LP
470.51K
5%
+40.51K
+9.42%
Jul 30, 2025
Renaissance Technologies LLC
401.66K
4.27%
-5.00K
-1.23%
Jun 30, 2025
The Vanguard Group, Inc.
386.04K
4.1%
+17.93K
+4.87%
Jun 30, 2025
BlackRock Institutional Trust Company, N.A.
375.12K
3.99%
+190.51K
+103.20%
Jun 30, 2025
North Star Investment Management Corporation
367.46K
3.91%
+5.45K
+1.50%
Jun 30, 2025
Dimensional Fund Advisors, L.P.
278.28K
2.96%
+16.69K
+6.38%
Jun 30, 2025
查看更多
持股ETF
更新时间: 18 小时前
更新时间: 18 小时前
机构名称
占比
iShares Micro-Cap ETF
0.02%
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%
ProShares Hedge Replication ETF
0%
DFA Dimensional US Sustainability Core 1 ETF
0%
查看更多
iShares Micro-Cap ETF
占比0.02%
iShares Russell 2000 Value ETF
占比0.01%
Invesco Russell 2000 Dynamic Multifactor ETF
占比0.01%
Proshares Ultra Russell 2000
占比0%
Global X Russell 2000 ETF
占比0%
Invesco RAFI US 1500 Small-Mid ETF
占比0%
iShares Russell 2000 ETF
占比0%
DFA Dimensional US Small Cap Value ETF
占比0%
ProShares Hedge Replication ETF
占比0%
DFA Dimensional US Sustainability Core 1 ETF
占比0%
分红派息
近5年累计派现
50.54M
美元
公告日期
分红计划
股权登记日
现金发放日
除权除息日
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
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类型
比率
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比率
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