Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
the bull case· 2
9
disclosed supplier and customer ties in SEC filings
sec filingsedgar+3.08%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '26the bear case· 4
8 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized3
of the funds on file reporting a position in WHG
n-portas of Jun 30 '267 of 24
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '2612
managers whose positions together make up four fifths of the reported value
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Mar 4 '27 report. Not a forecast, not advice.
Of the 6 companies Westwood Holdings Group Inc moves with most closely, none share its SEC classification.
Measured against 227 trading days of our own closes. Co-movement, not cause.
SIC 6282, Investment Advice, from each company's own filings. Largest first.
71 managers report a position worth $104.4M between them, and 12 of them hold 80% of it.
tall tick = annual report · 1 on record
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.
WHG (Westwood Holdings Group Inc) has 7 disclosed suppliers and 2 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
Westwood Holdings Group Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Investment Advice
High 18.61 at 2:30 pm ET, low 18.60 at 10:30 am ET.