Stock WHG WESTWOOD HOLDINGS GROUP, INC.
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Company Westwood Holdings Group, Inc.

Equities

WHG

US9617651040

Investment Management & Fund Operators

Market Closed - Nyse
Other stock markets
 21:00:01 09/05/2024 BST 		5-day change 1st Jan Change
12.09 USD +0.42% Intraday chart for Westwood Holdings Group, Inc. -3.59% -3.82%
05-01 Transcript : Westwood Holdings Group, Inc., Q1 2024 Earnings Call, May 01, 2024
05-01 Westwood Holdings Group, Inc. Reports Earnings Results for the First Quarter Ended March 31, 2024 CI

Business Summary

Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. The Company’s segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. It also provides investment management services to the Westwood Funds. The Company’s advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals. It provides investment advisory services to institutional investors; a family of mutual funds called the Westwood Funds.

Number of employees: 145

Sales per Business

USD in Million2022Weight2023Weight Delta
Advisory
84.0 %
49 71.5 % 75 84.0 % +53.76%
Trust
23.2 %
22 32.1 % 21 23.2 % -5.23%
Eliminations
-7.3 %
-2 -3.5 % -7 -7.3 % +171.07%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
98.8 %
68 98.3 % 89 98.8 % +31.35%
Canada
1.2 %
1 1.7 % 1 1.2 % -5.64%

Managers

Managers TitleAgeSince
Brian Casey CEO
 Chief Executive Officer 60 11/12/01
Murray Forbes DFI
 Director of Finance/CFO 46 30/11/14
Fabian Gomez PSD
 President 57 30/06/15
Kenneth Nostro PRN
 Corporate Officer/Principal - 31/01/18
Sean Clark PRN
 Corporate Officer/Principal - 28/02/19
Harvey Steele PRN
 Corporate Officer/Principal - 02/12/18
Adrian Helfert PRN
 Corporate Officer/Principal - 27/01/19
Leah Bennett PRN
 Corporate Officer/Principal - -

Members of the board

Members of the board TitleAgeSince
Geoffrey Norman BRD
 Director/Board Member 80 31/03/07
Ellen Masterson BRD
 Director/Board Member 73 16/04/14
Richard Frank CHM
 Chairman 76 06/02/06
Brian Casey CEO
 Chief Executive Officer 60 11/12/01
Randy Bowman BRD
 Director/Board Member 60 02/05/21

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 10,721,375 7,807,391 ( 72.82 %) 1,408,152 ( 13.13 %) 72.82 %

Shareholders

NameEquities%Valuation
James Hoak
6.621 %
600,000 6.621 % 7 M $
Allspring Global Investments LLC
6.318 %
572,565 6.318 % 7 M $
Allspring Global Investments LLC
6.316 %
572,413 6.316 % 7 M $
DePrince, Race & Zollo, Inc.
5.362 %
485,938 5.362 % 6 M $
Brian Casey
5.299 %
480,214 5.299 % 6 M $
Renaissance Technologies LLC
5.193 %
470,651 5.193 % 6 M $
Renaissance Technologies LLC
5.193 %
470,651 5.193 % 6 M $
DePrince, Race & Zollo, Inc.
5.130 %
464,919 5.130 % 6 M $
GAMCO Asset Management, Inc.
4.949 %
448,500 4.949 % 6 M $
Vanguard Global Advisers LLC
4.462 %
404,387 4.462 % 5 M $

Company contact information

Westwood Holdings Group, Inc.

200 Crescent Court Suite 1200

75201, Dallas

+

http://www.westwoodgroup.com
address Westwood Holdings Group, Inc.(WHG)

Sector

Financials
Banking & Investment Services
Investment Banking & Investment Services
Investment Management & Fund Operators
Other Investment Management & Fund Operators

Sales per Business

Sales per region

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