Westwood Holdings Group Inc
WHG16.780USD
-0.220-1.29%
收盤 11/06, 16:00（美東）報價延遲15分鐘
157.87M總市值
21.77本益比TTM
關於 Westwood Holdings Group Inc 公司
Westwood Holdings Group, Inc. 通過其子公司 Westwood Management Corp.、Westwood Advisors, LLC 和 Salient Advisors, LP 管理投資資產併爲客戶提供服務。該公司的業務部門包括諮詢和信託。諮詢部門爲企業養老金和利潤分享計劃、公務員退休基金、塔夫脫 - 哈特利計劃、捐贈基金、基金會和個人、次級諮詢提供投資諮詢服務。它還爲 Westwood Funds 提供投資管理服務。該公司的諮詢業務投資能力：美國價值股票、多種資產、能源和不動產、戰術絕對回報和收入替代品。信託部門爲機構和高淨值個人提供信託和託管服務以及參與其贊助的共同信託基金。它爲機構投資者提供投資諮詢服務；一組稱爲 Westwood Funds 的共同基金。
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
CEOMr. Brian O. Casey
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NYSE Consolidated
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
CEOMr. Brian O. Casey
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
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
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: 8月15日 週五
更新時間: 8月15日 週五
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%
Gabelli Funds, LLC
5.76%
Casey (Brian O)
5.03%
Settian Capital LP
5.00%
其他
69.99%
持股股東
持股股東
佔比
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%
股東類型
持股股東
佔比
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%
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
5.84M
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
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
更新時間: 18 小時前
更新時間: 18 小時前
機構名稱
佔比
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
佔比0.02%
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%
ProShares Hedge Replication 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
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
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
