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WHG
WESTWOOD HOLDINGS GROUP, INC.
NYSE
$19.78
▼ DOWN 0.25% (-0.05)

KEY STATISTICS

Market Cap$187.60 M
52w High$20.97
52w Low$14.70
Dividend Yield3.02%
FrequencyQuarterly
P/E14.54
Volume9.93K
Shares Out.9.48M

COMPANY

LEADERSHIP

Brian O'Connor Casey
CHIEF EXECUTIVE
Brian O'Connor Casey

COMPENSATION 2026

Salary$750,000
Stock Awards$750,000
Incentive Plan Pay$1,110,220
All Other Comp.$24,500
Total$2,634,720

ABOUT

SECTOR
Financial Services
WENT PUBLIC
June 13, 2002
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
148

UPCOMING EARNINGS

DateOct 29, 2026
DayThursday
Rev. Est.—
OCT
29
THU

PRICE

$19.78 ▼ DOWN 0.25% (−$0.05)
$19.70$19.80$19.90$20.009:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM19.78

About Westwood Holdings Group, Inc.

https://www.westwoodgroup.com ↗

Westwood Holdings Group, Inc. manages investment assets and provides advisory and trust services to institutional and individual clients through its Advisory and Trust segments.

INDUSTRY

Asset Management

A PRODUCT WESTWOOD HOLDINGS GROUP, INC. IS KNOWN FOR

Westwood Enhanced Income Series™ ETFs
Westwood Enhanced Income Series™ ETFs

A suite of actively managed ETFs offering monthly income and potential growth by combining dividend equities with options strategies, with over $250 million AUM, including the notable Westwood Salient Enhanced Midstream Income ETF (MDST).

COMPETITORS

COMPETITOR
BEN COMPARE
BLK COMPARE
IVZ COMPARE
JH JHG COMPARE
TROW COMPARE

Revenue by Products

IconPRODUCTQ2-2025Q3-2025Q1-2026Q2-2026
Investment Advisory Services$17.95M $18.89M ▲$19.31M ▲$19.37M ▲
Trust Fee$5.07M $5.42M ▲$5.32M ▼$5.37M ▲

Revenue by Geography

MapREGIONQ3-2025Q4-2025Q1-2026Q2-2026
UNITED STATES$24.12M $26.94M ▲$24.82M ▼$25.19M ▲
CANADA$166K $165K ▼$150K ▼$153K ▲

ETFS HOLDING THIS STOCK

ETFS HOLDING
59
LISTED HERE
12
RANKED BY POSITION SIZE
VTI
0.00% · 242.4K
XSU.TO
0.00% · 165.1K
BSVO
0.04% · 47.1K
DFAS
0.00% · 31.3K
YLCO
0.79% · 31.1K
GABF
0.73% · 20.0K
XRSU.L
0.00% · 7.2K
PRFZ
0.00% · 1.8K
PQ
PQSV
0.15% · 956
FLQS
0.01% · 323
URTY
0.00% · 302
R2SC.L
0.00% · 18

INSTITUTIONAL OWNERSHIP

SHARES OWNED
49.20%
HOLDERS
91
TOP 12 OF 91 · RANKED BY POSITION SIZE
Allspring Global Investments Holdings, LLC
613.1K sh · $9.75M
Blackrock, Inc.
512.7K sh · $8.82M
Settian Capital LP
470.5K sh · $8.1M
Westwood Holdings Group Inc
444.2K sh · $7.32M
Gamco Investors, Inc. Et Al
443.8K sh · $7.31M
Vanguard Group Inc
398.4K sh · $6.86M
Renaissance Technologies LLC
388.7K sh · $6.41M
North Star Investment Management Corp.
380.8K sh · $6.27M
Dimensional Fund Advisors LP
279.7K sh · $4.61M
Blackrock Institutional Trust Company, N.A.
261.5K sh · $15.69M
Blackrock Fund Advisors
257.9K sh · $15.47M
Blackrock Inc.
215.0K sh · $2.62M

RATINGS SNAPSHOT

Overall rating: A-

DCFROEROAD/EP/EP/B
Discounted Cash Flow5
Return On Equity3
Return On Assets5
Debt To Equity3
Price To Earnings2
Price To Book2
Overall Score4

INSIDER TRADES

★
DIRECTOR
Ryan Janice
Purchase · 5.9K shares
2026-06-09
★
OTHER: DIRECTOR EMERITA
BYRNE SUSAN M
Sale · 400 shares
2026-04-07
★
OTHER: DIRECTOR EMERITA
BYRNE SUSAN M
Sale · 3.6K shares
2026-07-01
★
OTHER: DIRECTOR EMERITA
BYRNE SUSAN M
Sale · 4.5K shares
2026-07-02

SECTORS PEERS

PEERPRICE
NOAH$8.58COMPARE
CFBK$34.72COMPARE
BANX$20.65COMPARE
HNVR$26.81COMPARE
BVFL$21.35COMPARE
WHF$7.07COMPARE
SIEB$2.19COMPARE
OCCI$2.71COMPARE