Company Westwood Holdings Group, Inc.
Equities
WHG
US9617651040
Investment Management & Fund Operators
|
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 17.76 USD | -0.73% |
|
+3.02% | +3.20% |
| 12/12 | Westwood Holdings Group, Inc. Expands Enhanced Income Series?? ETFs with Launch of Westwood Enhanced Income Opportunity ETF (YLDW ) | CI |
| 04/12 | Westwood announces monthly income distributions | RE |
Business description: Westwood Holdings Group, Inc.
Number of employees: 151
Sales by Activity: Westwood Holdings Group, Inc.
| Fiscal Period: December | 2020 (USD) | 2021 (USD) | 2022 (USD) | 2023 (USD) | 2024 (USD) |
|---|---|---|---|---|---|
Advisory | 4.35Cr | 5.13Cr | 4.91Cr | 7.55Cr | 7.88Cr |
Trust | 2.42Cr | 2.45Cr | 2.2Cr | 2.09Cr | 2.21Cr |
Eliminations | -26.01L | -27.71L | -24.16L | -65.49L | -61.45L |
Geographical breakdown of sales: Westwood Holdings Group, Inc.
| Fiscal Period: December | 2020 (USD) | 2021 (USD) | 2022 (USD) | 2023 (USD) | 2024 (USD) |
|---|---|---|---|---|---|
United States | 5.86Cr | 7.1Cr | 6.75Cr | 8.87Cr | 9.37Cr |
Canada | 15.05L | 11.63L | 11.71L | 11.05L | 10.17L |
Asia | 7L | - | - | - | - |
Europe | 42.77L | 9L | - | - | - |
Executive Committee: Westwood Holdings Group, Inc.
| Manager | Title | Age | Since |
|---|---|---|---|
Brian Casey
CEO | Chief Executive Officer | 62 | 01/01/2006 |
Murray Forbes
DFI | Director of Finance/CFO | 48 | 31/10/2018 |
Fabian Gomez
PSD | President | 60 | 25/05/2022 |
Adrian Helfert
CIO | Chief Investment Officer | - | 28/01/2019 |
John Ehinger
CMP | Compliance Officer | 52 | 01/04/2023 |
Composition of the Board of Directors: Westwood Holdings Group, Inc.
| Director | Title | Age | Since |
|---|---|---|---|
Susan Byrne
CHM | Chairman | 79 | 12/12/2001 |
Brian Casey
BRD | Director/Board Member | 62 | 12/12/2001 |
Geoffrey Norman
BRD | Director/Board Member | 82 | 01/04/2007 |
Ellen Masterson
BRD | Director/Board Member | 75 | 17/04/2014 |
Randy Bowman
CHM | Chairman | 62 | 09/05/2025 |
Hale Hoak
BRD | Director/Board Member | 51 | 05/03/2025 |
Katherine Murray
BRD | Director/Board Member | 64 | 05/03/2025 |
Company details: Westwood Holdings Group, Inc.

Other Investment Management & Fund Operators
| Change | 5d. change | 1-year change | 3-years change | Capi.($) | ||
|---|---|---|---|---|---|---|
| -0.73% | +3.02% | +22.48% | +33.38% | 15Cr | ||
| +0.03% | -2.04% | +14.09% | +44.50% | 17TCr | ||
| -0.03% | +1.66% | +29.27% | +94.92% | 15TCr | ||
| -1.25% | -3.33% | +24.55% | +106.63% | 11TCr | ||
| -3.55% | -4.35% | -2.54% | +70.49% | 8.46TCr | ||
| +1.88% | +1.34% | +61.52% | +150.72% | 8.46TCr | ||
| -2.90% | -2.91% | -4.29% | +48.68% | 4.6TCr | ||
| -0.46% | -3.90% | -14.61% | +112.22% | 4.06TCr | ||
| -0.21% | -1.12% | +40.61% | +60.07% | 3.71TCr | ||
| -0.63% | +0.78% | +44.79% | +47.91% | 2.75TCr | ||
| Average | -0.51% | -1.32% | +21.59% | +76.95% | 7.46TCr | |
| Weighted average by Cap. | -0.73% | -1.59% | +21.88% | +83.33% |
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