Westwood Holdings Group, Inc. (WHG)
NYSE: WHG · Real-Time Price · USD
16.70
+0.01 (0.06%)
Nov 21, 2024, 4:01 PM EST - Market closed
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 | 145 |
| 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 |
| 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 |
|---|---|
| Brian O'Connor Casey CFP | Chief Executive Officer and Director |
| Fabian Gomez | President and Chief Operating Officer |
| Leah Rebecca Bennett C.F.A. | President of Westwood Wealth Management |
| 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 |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Nov 14, 2024 | 13F-HR | Quarterly report filed by institutional managers, holdings |
| Nov 14, 2024 | SC 13G | Statement of acquisition of beneficial ownership by individuals |
| Nov 13, 2024 | SCHEDULE 13G/A | Filing |
| Nov 7, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Oct 30, 2024 | 10-Q | Quarterly Report |
| Oct 30, 2024 | 8-K | Current Report |
| Oct 15, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Oct 8, 2024 | 8-K | Current Report |
| Aug 27, 2024 | N-PX | Annual Report of proxy voting record of management investment companies |
| Aug 13, 2024 | 13F-HR | Quarterly report filed by institutional managers, holdings |