Westwood Holdings Group Inc (New York Stock Exchange:WHG)
| Market Cap | 181.91M+14.8% |
| Revenue (ttm) | 101.70M+6.3% |
| Net Income | 7.87M+112.0% |
| EPS | 0.88+106.2% |
| Shares Out | 9.48M |
| PE Ratio | 20.54 |
| Forward PE | n/a |
| Dividend | $0.60(3.14%) |
| Ex-Dividend Date | Sep 1, 2026 |
| Volume | 545 |
| Open | 19.10 |
| Previous Close | 19.25 |
| Day's Range | 19.10 - 19.25 |
| 52-Week Range | 14.70 - 20.97 |
| Beta | 0.53 |
| Analysts | n/a |
| Price Target | n/a |
| Earnings Date | Oct 29, 2026 |
No insider has filed an open-market purchase or sale here in the last 90 days, so there is nothing to score yet.
About WHG
Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas.
What Are Insiders Doing?
View the trades behind this meter — each links to its SEC Form 4 →
Open-market Form 4 purchases (code P) vs sales (code S) on file for this company. Grants, option exercises and tax withholdings are excluded. Informational only.
$WHG stock is featured in our Insider Trades datasets.
→ All Stock ListsRecently reported changes in WHG holdings by institutional investors
Latest 0 13F filings · Source: SEC EDGAR
View all institutional owners →Insider Trading
Quarterly net insider trading by WHG's directors and management
Source: SEC EDGAR (Form 4)
Corporate Lobbying
WHG Estimated quarterly lobbying spending
Source: U.S. Senate LDA
WHG Revenue by Segment or Geography
| Segment | Revenue | % of All |
|---|---|---|
| Institutional | $10.47M | 41.30% |
| Mutual Funds and ETFs | $7.59M | 29.95% |
| Trust Fees | $5.37M | 21.20% |
| Wealth Management | $1.32M | 5.19% |
| Other, net | $599.00K | 2.36% |
As of: Q2 2026 (Jun 30, 2026) · Source: SEC EDGAR (10-Q)
U.S. Patents
New WHG patent grants
Source: USPTO Open Data Portal
Government Contracts
Estimated quarterly amount awarded to WHG from public contracts
Source: USAspending.gov
Top ETF Holders
ETFs with the largest estimated holdings in WHG
| ETF | Est. Holding Size |
|---|---|
| GABFGabelli Financial Services Opportunities ETF | $40.15M |
| VTIVanguard Morningstar Total Stock Market ETF | $4.69M |
| IWMiShares Russell 2000 ETF | $3.52M |
| VXFVanguard Extended Market ETF | $1.48M |
| IWNiShares Russell 2000 Value ETF | $1.36M |
| DFATDimensional - US Targeted Value ETF | $1.28M |
Estimated from each fund’s disclosed top holdings × AUM
WHG Insider Score
Our composite score: insider buying, sector, volume, tone & dilution
Bull Case vs Bear Case
AI-generated from WHG’s recent data — informational, not investment advice