WHG
Westwood Holdings Group Inc
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Westwood Holdings Group Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
No other changes.
No other changes.
Last report0 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
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., 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.
No thesis.
Annual filing, covered
10-K parsed · Mar 4 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Mar 4 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Same SIC code · 6
Same SEC industry code: Blackstone Inc., KKR & Co. Inc., Apollo Global Management, Inc. and 3 more; of Westwood Holdings Group Inc's 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Blackstone Inc., KKR & Co. Inc., Apollo Global Management, Inc. and 3 more; of Westwood Holdings Group Inc's 6 closest co-movers, none share that code.
Westwood Holdings Group Inc
20.04
+1.21 · +6.46%
| Manager | Value | % base | |
|---|---|---|---|
| Allspring Global | $11.4M | 10.91% | −3.35% |
| BlackRockindex-like | $11.2M | 10.69% | +14.29% |
| Westwood | $9.9M | 9.53% | +16.82% |
| Settian Capital | $9.0M | 8.64% | 0.00% |
| Gamco Investors, Inc. ET AL | $8.5M | 8.15% | 0.00% |
| Manager | Value | % base | |
|---|---|---|---|
| Allspring Global | $11.4M | 10.91% | −3.35% |
| BlackRockindex-like | $11.2M | 10.69% | +14.29% |
| Westwood | $9.9M | 9.53% | +16.82% |
| Settian Capital | $9.0M | 8.64% | 0.00% |
| Gamco Investors, Inc. ET AL | $8.5M | 8.15% | 0.00% |
+2.05%
vs ±20.7% implied · ×0.10
shaded = implied · ▲▼ = realized
Expected move
No implied move.
Bull2
Bear1