Company Westwood Holdings Group, Inc.

Equities

WHG

US9617651040

Investment Management & Fund Operators

Market Closed - Nyse 01:30:01 15/06/2024 am IST 5-day change 1st Jan Change
12.26 USD +0.41% Intraday chart for Westwood Holdings Group, Inc. +0.49% -2.47%

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
Chief Executive Officer 60 12/01/12
Director of Finance/CFO 46 01/14/01
President 57 01/15/01
Corporate Officer/Principal - 01/18/01
Corporate Officer/Principal - 01/19/01
Corporate Officer/Principal - 03/18/03
Corporate Officer/Principal - 28/19/28
Corporate Officer/Principal - -

Members of the board

Members of the board TitleAgeSince
Director/Board Member 80 01/07/01
Director/Board Member 73 17/14/17
Chairman 76 07/06/07
Chief Executive Officer 60 12/01/12
Director/Board Member 60 03/21/03

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 10,721,375 7,765,014 ( 72.43 %) 1,408,152 ( 13.13 %) 72.43 %

Shareholders

NameEquities%Valuation
James Hoak
7.227 %
673,068 7.227 % 8 M $
Allspring Global Investments LLC
6.148 %
572,565 6.148 % 7 M $
480,214 5.156 % 6 M $
GAMCO Asset Management, Inc.
4.918 %
458,000 4.918 % 6 M $
Renaissance Technologies LLC
4.871 %
453,648 4.871 % 6 M $
DePrince, Race & Zollo, Inc.
4.792 %
446,308 4.792 % 5 M $
Vanguard Global Advisers LLC
4.342 %
404,387 4.342 % 5 M $
North Star Investment Management Corp.
3.799 %
353,837 3.799 % 4 M $
275,444 2.958 % 3 M $
Russell Investments Group Ltd.
2.602 %
242,324 2.602 % 3 M $

Company contact information

Westwood Holdings Group, Inc.

200 Crescent Court Suite 1200

75201, Dallas

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