Westwood Group Inc. (WHG)
NYSE: WHG
· Real-Time Price · USD
16.02
-0.68 (-4.07%)
At close: May 01, 2025, 3:59 PM
17.96
12.11%
After-hours: May 01, 2025, 06:40 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 Group Inc.
| Country | United States |
| IPO Date | Jun 13, 2002 |
| Industry | Financial - Capital Markets |
| Sector | Financial Services |
| Employees | 151 |
| CEO | Brian O'Connor Casey CFP |
Contact Details
Address: 200 Crescent Court Dallas, Texas United States | |
| Website | https://www.westwoodgroup.com |
Stock Details
| Ticker Symbol | WHG |
| Exchange | NYSE |
| 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 & Director |
| Fabian Gomez | President & Chief Operating Officer |
| Susan Montgomery Byrne | Founder & Vice Chairman of the Board |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Apr 30, 2025 | 10-Q | Quarterly Report |
| Apr 30, 2025 | 8-K | Current Report |
| Apr 30, 2025 | 3/A | [Amend] Filing |
| Apr 24, 2025 | 3 | Filing |
| Apr 24, 2025 | 3 | Filing |
| Apr 24, 2025 | 3 | Filing |
| Mar 12, 2025 | DEF 14A | Filing |
| Mar 06, 2025 | 8-K | Current Report |
| Mar 05, 2025 | 10-K | Annual Report |
| Feb 25, 2025 | 4 | Filing |