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Westwood Holdings Group Inc

WHG
18.480USD
-0.410-2.17%
收盤 12/22, 16:00美東報價延遲15分鐘
173.86M總市值
21.16本益比TTM

Westwood Holdings Group Inc

18.480
-0.410-2.17%

關於 Westwood Holdings Group Inc 公司

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簡介

公司代碼WHG
公司名稱Westwood Holdings Group Inc
上市日期Jun 13, 2002
CEOCasey (Brian O)
員工數量151
證券類型Ordinary Share
年結日Jun 13
公司地址200 Crescent Court
城市DALLAS
上市交易所NASDAQ OMX NASDAQ Basic NYSE
國家United States of America
郵編75201
電話12147566900
網址https://westwoodgroup.com/
公司代碼WHG
上市日期Jun 13, 2002
CEOCasey (Brian O)

Westwood Holdings Group Inc公司高管

名稱
名稱/職務
職務
持股
持股變動
Mr. Brian O. Casey
Mr. Brian O. Casey
Chief Executive Officer, Director
Chief Executive Officer, Director
470.00K
-0.62%
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
--
--
名稱
名稱/職務
職務
持股
持股變動
Mr. Brian O. Casey
Mr. Brian O. Casey
Chief Executive Officer, Director
Chief Executive Officer, Director
470.00K
-0.62%
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
--
--

收入明細

單位: USD更新時間: 10月6日 週一
單位: USD更新時間: 10月6日 週一
FY2025Q2
FY2025Q1
FY2024
FY2024Q4
FY2024Q3
FY2024Q2
FY2024Q1
FY2023
FY2023Q4
FY2023Q3
FY2023Q2
FY2023Q1
FY2022
FY2022Q4
FY2022Q3
FY2022Q2
FY2021
FY2020
FY2019
業務USD
名稱
營收
佔比
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%
地區USD
名稱
營收
佔比
United States
22.90M
99.04%
Canada
222.00K
0.96%
業務
地區
業務USD
名稱
營收
佔比
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%

股東統計

更新時間: 11月15日 週六
更新時間: 11月15日 週六
持股股東
股東類型
持股股東
持股股東
佔比
Hoak & Co.
7.91%
Allspring Global Investments, LLC
6.31%
Settian Capital LP
5.00%
Casey (Brian O)
4.89%
BlackRock Institutional Trust Company, N.A.
4.62%
其他
71.26%
持股股東
持股股東
佔比
Hoak & Co.
7.91%
Allspring Global Investments, LLC
6.31%
Settian Capital LP
5.00%
Casey (Brian O)
4.89%
BlackRock Institutional Trust Company, N.A.
4.62%
其他
71.26%
股東類型
持股股東
佔比
Investment Advisor
24.41%
Investment Advisor/Hedge Fund
19.06%
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%
其他
31.28%

機構持股

更新時間: 10月1日 週三
更新時間: 10月1日 週三
報告期間
機構數
持股數
持股佔比
持股變動
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
2023Q3
108
6.57M
71.63%
-302.01K
2023Q2
113
6.50M
70.90%
-343.17K
查看更多

股東持股明細

名稱
持股數
佔比
持股變動
變動比例
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
Settian Capital LP
470.51K
5%
+40.51K
+9.42%
Jul 30, 2025
Casey (Brian O)
473.46K
5.03%
-6.75K
-1.41%
Aug 29, 2025
BlackRock Institutional Trust Company, N.A.
375.12K
3.99%
+190.51K
+103.20%
Jun 30, 2025
The Vanguard Group, Inc.
386.04K
4.1%
+17.93K
+4.87%
Jun 30, 2025
Renaissance Technologies LLC
401.66K
4.27%
-5.00K
-1.23%
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
Luther King Capital Management Corp.
185.00K
1.97%
--
--
Jun 30, 2025
查看更多

持股ETF

更新時間: 12月6日 週六
更新時間: 12月6日 週六
機構名稱
佔比
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%
查看更多
iShares Micro-Cap ETF
佔比0.02%
ProShares Hedge Replication ETF
佔比0.01%
iShares Russell 2000 Value ETF
佔比0.01%
Invesco Russell 2000 Dynamic Multifactor ETF
佔比0.01%
Proshares Ultra Russell 2000
佔比0%
Global X Russell 2000 ETF
佔比0%
Invesco RAFI US 1500 Small-Mid ETF
佔比0%
iShares Russell 2000 ETF
佔比0%
DFA Dimensional US Small Cap Value ETF
佔比0%
DFA Dimensional US Sustainability Core 1 ETF
佔比0%

分紅派息

近5年累計派現 50.54M 美元
公告日期
分紅計劃
股權登記日
現金發放日
除權除息日
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
查看更多

拆合股

公告日期
類型
比率
暫無數據
公告日期
類型
比率
暫無數據

常見問題

Westwood Holdings Group Inc的前五大股東是誰?

Westwood Holdings Group Inc的前五大股東如下:
Hoak & Co.
持有股份:744.35K
佔總股份比例:7.91%。
Allspring Global Investments, LLC
持有股份:588.72K
佔總股份比例:6.26%。
Settian Capital LP
持有股份:470.51K
佔總股份比例:5.00%。
Casey (Brian O)
持有股份:473.46K
佔總股份比例:5.03%。
BlackRock Institutional Trust Company, N.A.
持有股份:375.12K
佔總股份比例:3.99%。

Westwood Holdings Group Inc的前三大股東類型是什麼?

Westwood Holdings Group Inc 的前三大股東類型分別是:
Hoak & Co.
Allspring Global Investments, LLC
Settian Capital LP

有多少機構持有Westwood Holdings Group Inc(WHG)的股份?

截至2025Q3,共有126家機構持有Westwood Holdings Group Inc的股份,合計持有的股份價值約為5.85M,占公司總股份的62.20% 。與2025Q2相比,機構持股有所增加,增幅為-11.31%。

哪個業務部門對Westwood Holdings Group Inc的收入貢獻最大?

在FY2025Q2,Advisory Fees- Institutional業務部門對Westwood Holdings Group Inc的收入貢獻最大,創收10.63M,占總收入的45.96% 。
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