Westwood Holdings Group, Inc. (WHG)
NYSE: WHG · Real-Time Price · USD
16.47
-0.32 (-1.91%)
Mar 31, 2025, 3:32 PM EDT - Market open
Company Description
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients.
The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment.
The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals.
Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
Westwood Holdings Group, Inc.
| Country | United States |
| Founded | 1983 |
| IPO Date | Jun 13, 2002 |
| Industry | Asset Management |
| Sector | Financials |
| Employees | 151 |
| CEO | Brian Casey |
Contact Details
Address: 200 Crescent Court, Suite 1200 Dallas, Texas 75201 United States | |
| Phone | 214 756 6900 |
| Website | westwoodgroup.com |
Stock Details
| Ticker Symbol | WHG |
| Exchange | NYSE |
| Stock Type | Common Stock |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0001165002 |
| CUSIP Number | 961765104 |
| ISIN Number | US9617651040 |
| Employer ID | 75-2969997 |
| SIC Code | 6282 |
Key Executives
| Name | Position |
|---|---|
| Fabian Gomez | President and Chief Operating Officer |
| Murray Forbes III, CPA | MD and Chief Financial Officer |
| Kellie R. Stark CFA, F.R.M. | Executive Vice President of Client Service and Marketing |
| Todd L. Williams C.F.A. | Senior Vice President and Director of Equity Research |
| Jonathan S. Dale | Head of Product Solutions and Director |
| Kenneth R. Nostro | Head of Client Relations and Director |
| Prashant Inamdar C.F.A. | Senior Vice President, Portfolio Manager and Senior Research Analyst |
| Melissa W. McMillian | Senior Vice President and Private Wealth Advisor |
| Susan Wedelich J.D. | Senior Vice President and Private Wealth Advisor |
| P. Adrian Helfert C.F.A. | Chief Investment Officer of Alternative and Multi-Asset Investments |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Mar 12, 2025 | DEF 14A | Other definitive proxy statements |
| Mar 6, 2025 | 8-K | Current Report |
| Mar 5, 2025 | 10-K | Annual Report |
| Feb 25, 2025 | 144 | Filing |
| Feb 18, 2025 | S-8 | Securities to be offered to employees in employee benefit plans |
| Feb 18, 2025 | SCHEDULE 13G/A | Filing |
| Feb 14, 2025 | 13F-HR | Quarterly report filed by institutional managers, holdings |
| Feb 12, 2025 | 8-K | Current Report |
| Dec 5, 2024 | 8-K | Current Report |
| Nov 14, 2024 | 13F-HR | Quarterly report filed by institutional managers, holdings |