Westwood Holdings Group, Inc. (WHG)
NYSE: WHG · Real-Time Price · USD
15.69
+0.54 (3.56%)
At close: Mar 9, 2026, 4:00 PM EDT
15.69
0.00 (0.00%)
After-hours: Mar 9, 2026, 6:30 PM EDT
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 | 151 |
| 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 |
| Stock Type | Common Stock |
| 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 |
| Fabian Gomez | President and Chief Operating Officer |
| Susan Montgomery Byrne | Founder and Director Emerita |
| Murray Forbes III, CPA | MD and Chief Financial Officer |
| Adrian Helfert | Senior Vice President, CIO, Wealth, Alternative and Multi-Asset Portfolios |
| Kellie R. Stark CFA, F.R.M. | Executive Vice President of Client Service and Marketing |
| Peter McCarthy C.F.A. | Director and Head of Institutional Sales |
| William Ralph Hardcastle Jr., CFA | Managing Director of Strategic Planning and Program Management |
| Todd L. Williams C.F.A. | Senior Vice President and Director of Equity Research, Portfolio Manager and Research Analyst |
| Corey Henegar CFA | Senior Vice President, Portfolio Manager and Senior Research Analyst |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Mar 4, 2026 | 10-K | Annual Report |
| Feb 19, 2026 | S-8 | Securities to be offered to employees in employee benefit plans |
| Feb 17, 2026 | 13F-HR | Quarterly report filed by institutional managers, holdings |
| Feb 13, 2026 | 8-K | Current Report |
| Jan 15, 2026 | SCHEDULE 13G/A | Filing |
| Dec 2, 2025 | 144 | Filing |
| Nov 14, 2025 | 13F-HR | Quarterly report filed by institutional managers, holdings |
| Oct 30, 2025 | 10-Q | Quarterly Report |
| Oct 30, 2025 | 8-K | Current Report |
| Oct 17, 2025 | SCHEDULE 13G | Filing |