Company Westwood Holdings Group, Inc.
Equities
WHG
US9617651040
Investment Management & Fund Operators
|
Real-time Estimate
Other stock markets
|
5-day change | 1st Jan Change | ||
| 16.08 USD | -1.80% |
|
-1.70% | -7.64% |
| 01/05 | Westwood Holdings Group, Inc., Q1 2026 Earnings Call, Apr 30, 2026 | |
| 01/05 | Westwood Holdings Group, Inc. Reports Earnings Results for the First Quarter Ended March 31, 2026 | CI |
Business description: Westwood Holdings Group, Inc.

Number of employees: 148
Sales by Activity: Westwood Holdings Group, Inc.
| Fiscal Period: December | 2021 (USD) | 2022 (USD) | 2023 (USD) | 2024 (USD) | 2025 (USD) |
|---|---|---|---|---|---|
Advisory | 5.13Cr | 4.91Cr | 7.55Cr | 7.88Cr | 8.41Cr |
Trust | 2.45Cr | 2.2Cr | 2.09Cr | 2.21Cr | 2.2Cr |
Eliminations | -27.71L | -24.16L | -65.49L | -61.45L | -83.45L |
Geographical breakdown of sales: Westwood Holdings Group, Inc.
| Fiscal Period: December | 2021 (USD) | 2022 (USD) | 2023 (USD) | 2024 (USD) | 2025 (USD) |
|---|---|---|---|---|---|
United States | 7.1Cr | 6.75Cr | 8.87Cr | 9.37Cr | 9.7Cr |
Canada | 11.63L | 11.71L | 11.05L | 10.17L | 8L |
Europe | 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 |
John Ehinger
CMP | Compliance Officer | 52 | 01/04/2023 |
Adrian Helfert
CIO | Chief Investment Officer | - | 28/01/2019 |
Composition of the Board of Directors: Westwood Holdings Group, Inc.
| Director | Title | Age | Since |
|---|---|---|---|
Brian Casey
BRD | Director/Board Member | 62 | 12/12/2001 |
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 |
Janice Ryan
BRD | Director/Board Member | 70 | 30/05/2025 |
Company details: Westwood Holdings Group, Inc.

Other Investment Management & Fund Operators
| Change | 5d. change | 1-year change | 3-years change | Capi.($) | ||
|---|---|---|---|---|---|---|
| -1.80% | -1.70% | +6.11% | +29.76% | 14Cr | ||
| +0.10% | +3.00% | +12.77% | +67.48% | 17TCr | ||
| -0.49% | +0.90% | +28.62% | +102.32% | 14TCr | ||
| -0.66% | +0.48% | +14.70% | +129.03% | 10TCr | ||
| +0.46% | +0.30% | +52.42% | +230.66% | 9.09TCr | ||
| -0.40% | +0.82% | -17.25% | +55.65% | 7.81TCr | ||
| +0.56% | -2.10% | -9.90% | +58.42% | 4.17TCr | ||
| -0.40% | +0.36% | +55.43% | +124.24% | 4.16TCr | ||
| -4.61% | -8.10% | -41.42% | +31.26% | 3.5TCr | ||
| +0.00% | -0.55% | +52.12% | +129.82% | 2.98TCr | ||
| Average | -0.79% | +1.08% | +15.36% | +95.86% | 7.26TCr | |
| Weighted average by Cap. | -0.48% | +1.80% | +17.92% | +105.56% |
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