WHG icon

Westwood Holdings Group

15.98 USD
+0.00
0.00%
At close Apr 1, 4:00 PM EDT
1 day
0.00%
5 days
-0.37%
1 month
3.70%
3 months
7.10%
6 months
11.36%
Year to date
7.10%
1 year
23.21%
5 years
-4.88%
10 years
-73.32%
 

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

0
Funds holding %
of 7,398 funds
Analysts bullish %

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]

Research analyst outlook

We haven’t received any recent analyst ratings for WHG.

Financial journalist opinion

Based on 4 articles about WHG published over the past 30 days

Neutral
GlobeNewsWire
1 hour ago
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)
DALLAS, April 02, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST) and Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) as shown in the table below. This pair of Westwood Exchange-Traded Funds (ETFs) deliver income from both dividends and options premiums to help provide monthly income distributions for investors.
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)
Neutral
GlobeNewsWire
6 days ago
Westwood Launches Global ETF Aimed at Limiting Exposure to Authoritarian Regimes by Licensing TOBAM Index
DALLAS, March 27, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly traded investment management boutique and wealth management firm, today announced the launch of the Westwood LBRTY Global Equity ETF (NYSE: BFRE). The latest Westwood Exchange-Traded-Fund (ETF) offers a distinctive, data-driven approach to global equity investing by seeking to limit exposure to authoritarian regimes while maintaining broad market exposure.
Westwood Launches Global ETF Aimed at Limiting Exposure to Authoritarian Regimes by Licensing TOBAM Index
Neutral
GlobeNewsWire
3 weeks ago
Westwood Holdings Group, Inc. Names Hale Hoak and Katherine Murray to Board of Directors
DALLAS, March 06, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE: WHG), a boutique asset management, trust and wealth services firm, announced today the appointments of J. Hale Hoak (Hale), who is based in Dallas and Katherine Murray, who is based in Houston, to its Board of Directors.
Westwood Holdings Group, Inc. Names Hale Hoak and Katherine Murray to Board of Directors
Neutral
GlobeNewsWire
4 weeks ago
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)
DALLAS, March 04, 2025 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST) and Westwood Salient Enhanced Energy Income ETF (NASDAQ: WEEI) as shown in the table below. This pair of Westwood Exchange- Traded Funds (ETFs) deliver income from both dividends and options premiums to help provide monthly income distributions for investors.
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)
Neutral
Seeking Alpha
1 month ago
Westwood Holdings Group, Inc. (WHG) Q4 2024 Earnings Conference Call Transcript
Westwood Holdings Group, Inc. (NYSE:WHG ) Q4 2024 Earnings Conference Call February 12, 2025 4:30 PM ET Company Participants Brian Casey - CEO Terry Forbes - CFO Conference Call Participants Operator Good day and thank you for standing by. Welcome to the 4Q 2024 Westwood Holdings Group Inc. Earnings Conference Call.
Westwood Holdings Group, Inc. (WHG) Q4 2024 Earnings Conference Call Transcript
Neutral
GlobeNewsWire
1 month ago
Westwood Holdings Group Reports Fourth Quarter and Full Year 2024 Results
ETF platform strongly outperforms AUM and volume targets for MDSTWestwood Engineered Beta partnership launches first two innovative ETFsWestwood's Board authorized an additional $5.0 million of share repurchases
Westwood Holdings Group Reports Fourth Quarter and Full Year 2024 Results
Neutral
GlobeNewsWire
2 months ago
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)
Neutral
GlobeNewsWire
3 months ago
WEBs Investments Inc. and Westwood Holdings Group Launch Defined Volatility℠ ETF Series with Debut of DVSP and DVQQ
WEBs and Westwood Holdings Group Launch Two New, Innovative ETFs Into the Market that Directly Align with Today's Market Environment and Investors' Needs Created by ETF Pioneer Ben Fulton and Directly Supported by Westwood's Distribution, Sales and Administrative Platform, ETF Suite Offers New Framework for Harnessing Volatility for Better Risk-Adjusted Returns PARK CITY, Utah and DALLAS, Texas, Dec. 17, 2024 (GLOBE NEWSWIRE) -- WEBs Investments Inc. (WEBs), an innovator in volatility-managed investment solutions, and Westwood Holdings Group, Inc. (NYSE: WHG) (“Westwood”), a boutique asset management firm, today announced the launch of the WEBs Defined VolatilitySM ETF series. The WEBs Defined Volatility SM SPY ETF (Nasdaq: DVSP) and the WEBs Defined Volatility SM QQQ ETF (Nasdaq: DVQQ) are designed to provide a more stable investment experience across market conditions, using a dynamic, rules-based strategy to adjust exposure to equity markets based on real-time volatility.
WEBs Investments Inc. and Westwood Holdings Group Launch Defined Volatility℠ ETF Series with Debut of DVSP and DVQQ
Neutral
GlobeNewsWire
4 months ago
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Midstream Income
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI)
Neutral
Seeking Alpha
4 months ago
Westwood Holdings Group, Inc. (WHG) Q3 2024 Earnings Conference Call Transcript
Westwood Holdings Group, Inc. (NYSE:WHG ) Q3 2024 Earnings Conference Call October 30, 2024 4:30 PM ET Company Participants Jill Meyer - SVP, Director of Fiduciary Brian Casey - CEO Terry Forbes - CFO Conference Call Participants Macrae Sykes - GAMCO Operator Hello, and thank you for standing by. At this time, I would like to welcome you to the Third Quarter 2024 Westwood Holdings Group, Inc. Earnings Conference Call.
Westwood Holdings Group, Inc. (WHG) Q3 2024 Earnings Conference Call Transcript
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