Westwood Holdings Group, Inc. (WHG)
NYSE: WHG · Real-Time Price · USD
19.92
+1.63 (8.91%)
Jun 26, 2026, 4:00 PM EDT - Market closed
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 | 148 |
| 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 and Director |
| Fabian Gomez | President and Chief Operating Officer |
| David Linton | MD and Head of Distribution |
| Susan Montgomery Byrne | Founder and Director Emerita |
| Murray Forbes III, CPA | MD, Chief Financial Officer and Treasurer |
| John D. Palmer | Senior Vice President and Senior Portfolio Manager |
| Parag Sanghani C.F.A. | Senior Vice President and Senior Portfolio Manager |
| Richard Paul Damico | Broadmark Chief Investment Officer and Senior Portfolio Manager |
| Ted Gardner C.F.A. | Senior Vice President and Senior Portfolio Manager |
| Gregory Behar | Senior Vice President and Head of Managed Investment Solutions |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| May 15, 2026 | 13F-HR | Quarterly report filed by institutional managers, holdings |
| May 5, 2026 | 8-K | Current Report |
| Apr 30, 2026 | 10-Q | Quarterly Report |
| Apr 30, 2026 | 8-K | Current Report |
| Apr 1, 2026 | 144 | Filing |
| Mar 13, 2026 | DEF 14A | Other definitive proxy statements |
| 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 |