Westwood Holdings Group (WHG)

• Market cap: $146M
• 1 day: -2.01%
• 5 days: -7.24%
• 1 month: 1.43%
• 3 months: 3.24%
• 6 months: 8.39%
• Year to date: 4.76%
• 1 year: 18.23%
• 5 years: -5.62%
• 10 years: -73.83%
• Sector: Financials
• Industry: Asset Management

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 Q4 regulatory filings by fund managers ($100M+ AUM)

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

16% more funds holding

Funds holding: 44 [Q3] → 51 (+7) [Q4]

1% more capital invested

Capital invested by funds: $67.8M [Q3] → $68.3M (+$513K) [Q4]

0.88% less ownership

Funds ownership: 51.28% [Q3] → 50.4% (-0.88%) [Q4]