Westwood Holdings GroupWHG
Market Cap: $126M
About: Westwood Holdings Group Inc manages investment assets and provides services for clients through subsidiaries. It operates its business through the Advisory and Trust segments. Its advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds, as well as investment sub-advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and its advisory segment sponsors common trust funds to institutions and high-net-worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of its revenue from the United States.
Employees: 145
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
600% more call options, than puts
Call options by funds: $7K | Put options by funds: $1K
2% less capital invested
Capital invested by funds: $58.2M [Q1] → $57.2M (-$938K) [Q2]
1.63% less ownership
Funds ownership: 52.12% [Q1] → 50.48% (-1.63%) [Q2]
4% less funds holding
Funds holding: 45 [Q1] → 43 (-2) [Q2]
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Research analyst outlook
We haven’t received any recent analyst ratings for WHG.