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WHG

Westwood Holdings Group Inc

Apr 17 • 04:00PM ET

16.80

+0.50 3.07 %

Financial • Asset Management • USA • NYSE

Peers: BLK APO KKR TROW BK BEN IVZ JHG DHIL GROW

| Held by: VTI IWM VXF IWN BSVO VTWO DFAT DFAS DFMC IWC

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Index	RUT	P/E	21.25	EPS (ttm)	0.79	Insider Own	21.04%	Shs Outstand	9.39M	Perf Week	5.26%
Market Cap	159.34M	Forward P/E	-	EPS next Y	-	Insider Trans	-3.35%	Shs Float	7.49M	Perf Month	13.82%
Enterprise Value	144.37M	PEG	-	EPS next Q	-	Inst Own	50.76%	Short Float	2.00%	Perf Quarter	-8.99%
Income	7.06M	P/S	1.61	EPS this Y	-	Inst Trans	6.56%	Short Ratio	14.25	Perf Half Y	1.82%
Sales	98.88M	P/B	1.26	EPS next Y	-	ROA	4.40%	Short Interest	0.15M	Perf YTD	-2.38%
Book/sh	13.37	P/C	6.07	EPS next 5Y	-	ROE	5.74%	52W High	18.99 -11.53%	Perf Year	3.26%
Cash/sh	2.77	P/FCF	12.80	EPS past 3/5Y	- -	ROIC	5.20%	52W Low	14.51 15.78%	Perf 3Y	63.11%
Dividend Est.	-	EV/EBITDA	11.58	Sales past 3/5Y	12.42% 8.28%	Gross Margin	84.20%	Volatility	4.69% 4.76%	Perf 5Y	10.59%
Dividend TTM	0.60 (3.57%)	EV/Sales	1.46	EPS Y/Y TTM	208.67%	Oper. Margin	8.11%	ATR (14)	0.77	Perf 10Y	-68.68%
Dividend Ex-Date	Mar 03, 2026	Quick Ratio	2.54	Sales Y/Y TTM	3.30%	Profit Margin	7.14%	RSI (14)	55.84	Recom	-
Dividend Gr. 3/5Y	0.00% 6.89%	Current Ratio	2.54	EPS Q/Q	-11.88%	SMA20	3.37%	Beta	0.65	Target Price	-
Payout	75.54%	Debt/Eq	0.08	Sales Q/Q	6.17%	SMA50	2.16%	Rel Volume	0.71	Prev Close	16.30
Employees	148	LT Debt/Eq	0.08	Earnings	Apr 30 AMC	SMA200	-1.06%	Avg Volume	10.51K	Price	16.80
IPO	Jun 13, 2002	Option/Short	Yes / Yes	EPS/Sales Surpr.	- -	Trades		Volume	7,487	Change	3.07%

Apr-16-26 08:00AM	Westwood Holdings Group, Inc. to Host First Quarter 2026 Conference Call/Webcast (GlobeNewswire)
Apr-08-26 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW) (GlobeNewswire)
Mar-30-26 08:00AM	Westwood Real Estate Income Fund Celebrates 25-Year Anniversary (GlobeNewswire)
Mar-09-26 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW) (GlobeNewswire)
Feb-19-26 04:30PM	Westwood Enhanced Income Series ETF Platform Surpasses $250 Million in Assets (GlobeNewswire)
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Feb-17-26 04:30PM	Westwood Holdings Group Announces Liquidation of Westwood LBRTY Global Equity ETF (GlobeNewswire) -5.99%
Feb-14-26 08:30AM	Westwood Holdings Group, Inc. Q4 2025 Earnings Call Summary (Moby)
12:00AM	Westwood Holdings Group Inc (WHG) Q4 2025 Earnings Call Highlights: Strong Sales Growth Amidst ... (GuruFocus.com)
Feb-13-26 06:10PM	Westwood Holdings Group Q4 Earnings Call Highlights (MarketBeat) -5.99%
04:30PM	Westwood Holdings: Q4 Earnings Snapshot (Associated Press Finance)
04:10PM	Westwood Holdings Group Reports Fourth Quarter and Full Year 2025 Results (GlobeNewswire)
Feb-05-26 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW) (GlobeNewswire)
Jan-30-26 08:00AM	Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2025 Conference Call/Webcast (GlobeNewswire)
Jan-14-26 08:00AM	Westwood Closes Second Flagship Energy Secondaries Fund with More Than $300 Million Raised (GlobeNewswire)
Jan-12-26 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
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Dec-12-25 08:00AM	Westwood Expands Enhanced Income Series ETFs with Launch of Westwood Enhanced Income Opportunity ETF (YLDW) (GlobeNewswire)
Dec-08-25 08:00AM	Westwood Holdings Group, Inc. Recognized in Pensions & Investments' Best Places to Work in Money Management (GlobeNewswire)
Dec-04-25 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Nov-04-25 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Oct-30-25 11:02PM	Westwood Holdings Group Inc (WHG) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
05:24PM	Westwood Holdings: Q3 Earnings Snapshot (Associated Press Finance)
04:10PM	Westwood Holdings Group, Inc. Reports Third Quarter 2025 Results (GlobeNewswire)
Oct-27-25 08:00AM	WEBs Investments Announces Name Changes for Defined Volatility ETFs (GlobeNewswire)
Oct-17-25 08:00AM	Westwood Holdings Group, Inc. to Host Third Quarter 2025 Conference Call/Webcast (GlobeNewswire)
Oct-02-25 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Sep-11-25 11:52AM	The market is priced for perfection, says Westwood Holdings Group CEO Brian Casey (CNBC TV)
Sep-03-25 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Aug-08-25 04:24PM	Westwood Holdings: Q2 Earnings Snapshot (Associated Press Finance) -6.24% +6.23%
04:10PM	Westwood Holdings Group, Inc. Reports Second Quarter 2025 Results (GlobeNewswire)
Aug-04-25 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
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Jul-23-25 08:00AM	Westwood Holdings Group, Inc. to Host Second Quarter 2025 Conference Call/Webcast (GlobeNewswire)
08:00AM	WEBs Investments Expands Defined Volatility ETF Suite with Launch of 11 Sector Funds (GlobeNewswire)
Jul-07-25 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Jun-25-25 04:10PM	Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST) Surpasses $100 Million in Assets, Underscoring Strong Investor Demand (GlobeNewswire)
Jun-09-25 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Jun-03-25 08:00AM	Westwood Holdings Group Names Jan Ryan to Its Board of Directors (GlobeNewswire)
May-09-25 08:00AM	Randy A. Bowman Appointed Chairman of the Board at Westwood Holdings Group (GlobeNewswire)
May-06-25 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire) -5.51%
May-01-25 06:53AM	Q1 2025 Westwood Holdings Group Inc Earnings Call (Thomson Reuters StreetEvents)
03:18AM	Westwood Holdings Group Inc (WHG) Q1 2025 Earnings Call Highlights: Navigating Market ... (GuruFocus.com)
Apr-30-25 06:06PM	Westwood Holdings Group, Inc. (WHG) Q1 2025 Earnings Call Transcript (Seeking Alpha)
05:22PM	Westwood Holdings: Q1 Earnings Snapshot (Associated Press Finance)
04:10PM	Westwood Holdings Group, Inc. Reports First Quarter 2025 Results (GlobeNewswire)
08:00AM	Westwood Celebrates One-Year Anniversary of Westwood Salient Enhanced Energy Income ETF (NYSE: WEEI) (GlobeNewswire)
Apr-23-25 08:00AM	Westwood Holdings Group, Inc. to Host First Quarter 2025 Conference Call/Webcast (GlobeNewswire)
Apr-08-25 08:00AM	Westwood Celebrates One-Year Anniversary of Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST) as Assets Approach $100 Million (GlobeNewswire)
Apr-02-25 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Mar-27-25 08:00AM	Westwood Launches Global ETF Aimed at Limiting Exposure to Authoritarian Regimes by Licensing TOBAM Index (GlobeNewswire)
Mar-06-25 08:00AM	Westwood Holdings Group, Inc. Names Hale Hoak and Katherine Murray to Board of Directors (GlobeNewswire)
Mar-04-25 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Feb-13-25 01:05PM	Q4 2024 Westwood Holdings Group Inc Earnings Call (Thomson Reuters StreetEvents)
02:16AM	Westwood Holdings Group Inc (WHG) Q4 2024 Earnings Call Highlights: Strong Revenue Growth ... (GuruFocus.com)
Feb-12-25 04:54PM	Westwood Holdings: Q4 Earnings Snapshot (Associated Press Finance) +7.12%
04:10PM	Westwood Holdings Group Reports Fourth Quarter and Full Year 2024 Results (GlobeNewswire)
Feb-04-25 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Jan-29-25 08:00AM	Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2024 Conference Call/Webcast (GlobeNewswire)
Jan-10-25 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Dec-17-24 08:00AM	WEBs Investments Inc. and Westwood Holdings Group Launch Defined Volatility ETF Series with Debut of DVSP and DVQQ (GlobeNewswire)
Dec-04-24 10:43AM	Westwood Professional Services expands US presence with Balzer acquisition (World Construction Network)
08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Nov-19-24 02:49AM	Westwood, OneVest forge wealth management technology alliance (Private Banker International)
Nov-05-24 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Oct-31-24 01:35PM	Q3 2024 Westwood Holdings Group Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-30-24 05:36PM	Westwood Holdings: Q3 Earnings Snapshot (Associated Press Finance)
04:10PM	Westwood Holdings Group, Inc. Reports Third Quarter 2024 Results (GlobeNewswire)
Oct-28-24 08:30AM	Westwood Holdings Group Partners With ETF Leader Ben Fulton to Expand and Scale ETF Platform (GlobeNewswire) -6.71%
Oct-23-24 03:14PM	Cora Corré Wants Carlo DAmario Removed as CEO of Vivienne Westwood Ltd. (WWD)
Oct-22-24 02:58PM	Cora Corré Quits Vivienne Westwood to Focus on Grandmothers Foundation (WWD)
08:00AM	Westwood Holdings Group, Inc. to Host Third Quarter 2024 Conference Call/Webcast (GlobeNewswire)
Oct-15-24 09:01AM	DePrince Race & Zollo Inc's Strategic Acquisition of Westwood Holdings Group Inc Shares (GuruFocus.com)
Oct-02-24 04:00PM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Sep-05-24 03:00PM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Aug-12-24 08:00AM	Westwood Hires Chris Doran as Head of ETF Distribution & National Accounts (GlobeNewswire)
Aug-05-24 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Aug-01-24 01:40PM	Q2 2024 Westwood Holdings Group Inc Earnings Call (Thomson Reuters StreetEvents)
Jul-31-24 10:54PM	WHG Stock Earnings: Westwood Holdings Gr Reported Results for Q2 2024 (InvestorPlace)
04:24PM	Westwood Holdings: Q2 Earnings Snapshot (Associated Press Finance)
04:10PM	Westwood Holdings Group, Inc. Reports Second Quarter 2024 Results (GlobeNewswire)
Jul-18-24 08:00AM	Westwood Holdings Group, Inc. to Host Second Quarter 2024 Conference Call/Webcast (GlobeNewswire)
Jul-08-24 07:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Jun-13-24 03:51PM	Vivienne Westwoods Personal Wardrobe Is Going on Sale at Christies London (WWD)
Jun-03-24 08:00AM	Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST) and Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
May-02-24 11:03AM	Westwood Holdings Group, Inc. (NYSE:WHG) Q1 2024 Earnings Call Transcript (Insider Monkey)
06:13AM	Q1 2024 Westwood Holdings Group Inc Earnings Call (Thomson Reuters StreetEvents)
03:37AM	Westwood Holdings Group Inc (WHG) (Q1 2024) Earnings Call Transcript Highlights: Stability and ... (GuruFocus.com)
May-01-24 10:55PM	WHG Stock Earnings: Westwood Holdings Gr Reported Results for Q1 2024 (InvestorPlace)
06:24PM	Westwood Holdings: Q1 Earnings Snapshot (Associated Press Finance)
05:49PM	Westwood Holdings Group Inc. Reports Steady Earnings Amid Strategic Expansions (GuruFocus.com)
04:10PM	Westwood Holdings Group, Inc. Reports First Quarter 2024 Results (GlobeNewswire)
09:09AM	Westwood Announces Launch of Westwood Salient Enhanced Energy Income ETF (WEEI) (GlobeNewswire)
Apr-25-24 03:14PM	Westwood Holdings Group Hires Senior Solutions Portfolio Manager (Business Wire)
Apr-18-24 08:00AM	Westwood Holdings Group, Inc. to Host First Quarter 2024 Conference Call/Webcast (GlobeNewswire)
Apr-09-24 08:00AM	Westwood launches US energy ETF aiming to deliver 10% yield (Reuters)
08:00AM	Westwood Launches First Exchange-Traded Fund: Westwood Salient Enhanced Midstream Income ETF (MDST) (GlobeNewswire)
Apr-08-24 12:02AM	Vivienne Westwoods Most Iconoclastic Designs Through the Years (WWD)
Feb-22-24 04:15PM	Susan M. Byrne to Become Director Emerita of the Westwood Holdings Group Board of Directors (GlobeNewswire)
Feb-15-24 09:35AM	Westwood Holdings Group, Inc. (NYSE:WHG) Q4 2023 Earnings Call Transcript (Insider Monkey)
06:51AM	Q4 2023 Westwood Holdings Group Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-14-24 05:20PM	Westwood Holdings Group Inc Reports Robust Q4 and Full Year 2023 Results (GuruFocus.com)
04:55PM	Westwood Holdings: Q4 Earnings Snapshot (Associated Press Finance)

Westwood Holdings Group, Inc. engages in managing investment assets and providing services to clients. It operates through the Advisory and Trust segments. The Advisory segment offers investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub advisory services to mutual funds and its trust segment. The Trust segment focuses on trust and custodial services and participation in common trust funds that sponsors institutions and high net worth individuals. The company was founded by Susan Montgomery Byrne on December 12, 2001 and is headquartered in Dallas, TX.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BYRNE SUSAN M	Director Emerita	Apr 15 '26	Sale	16.45	1,500	24,680	297,244	Apr 16 05:49 PM
BYRNE SUSAN M	Director Emerita	Apr 16 '26	Sale	16.14	500	8,069	296,744	Apr 16 05:49 PM
BYRNE SUSAN M	Director Emerita	Apr 14 '26	Sale	16.48	301	4,961	298,744	Apr 16 05:49 PM
BYRNE SUSAN M	Director Emerita	Apr 13 '26	Sale	16.32	1,600	26,114	299,045	Apr 13 05:43 PM
BYRNE SUSAN M	Director Emerita	Apr 10 '26	Sale	16.11	900	14,495	300,645	Apr 13 05:43 PM
BYRNE SUSAN M	Director Emerita	Apr 09 '26	Sale	16.31	401	6,539	301,545	Apr 13 05:43 PM
BYRNE SUSAN M	Director Emerita	Apr 01 '26	Sale	16.83	1,494	25,149	303,950	Apr 08 08:08 PM
BYRNE SUSAN M	Director Emerita	Apr 08 '26	Sale	16.45	704	11,584	301,946	Apr 08 08:08 PM
BYRNE SUSAN M	Director Emerita	Apr 06 '26	Sale	16.31	700	11,418	302,650	Apr 08 08:08 PM
BYRNE SUSAN M	Director Emerita	Apr 02 '26	Sale	16.21	600	9,727	303,350	Apr 08 08:08 PM
SUSAN M BYRNE	Director	Apr 01 '26	Proposed Sale	16.43	75,000	1,232,250		Apr 01 04:02 PM
Forbes Murray III	Chief Financial Officer	Feb 23 '26	Sale	16.22	2,859	46,373	65,826	Mar 13 06:19 PM
CASEY BRIAN O	CEO	Feb 23 '26	Sale	16.22	18,943	307,255	530,610	Mar 13 05:31 PM
Linton David O	Head of Distribution	Feb 23 '26	Sale	16.22	2,654	43,048	29,415	Mar 13 05:30 PM
Gomez Fabian	President	Feb 23 '26	Sale	16.22	6,223	100,937	122,573	Mar 13 05:29 PM
Helfert Adrian	CIO, Multi-Asset Inv.	Feb 23 '26	Sale	16.22	10,772	174,722	162,751	Mar 13 05:28 PM
Lockridge Matthew	Head, U.S. Value Inv.	Feb 23 '26	Sale	16.22	5,379	87,247	77,900	Mar 13 05:27 PM
CASEY BRIAN O	CEO	Dec 10 '25	Sale	16.55	8,341	138,039	492,359	Dec 11 05:54 PM
CASEY BRIAN O	CEO	Dec 09 '25	Sale	16.41	1,764	28,941	500,700	Dec 11 05:48 PM
CASEY BRIAN O	CEO	Dec 08 '25	Sale	16.45	1,602	26,346	502,464	Dec 09 03:59 PM
CASEY BRIAN O	CEO	Dec 05 '25	Sale	16.44	1,351	22,210	504,066	Dec 08 04:39 PM
CASEY BRIAN O	Officer	Dec 02 '25	Proposed Sale	16.36	13,058	213,629		Dec 02 03:41 PM
CASEY BRIAN O	CEO	Nov 28 '25	Sale	17.00	99	1,683	505,417	Dec 01 06:00 PM
CASEY BRIAN O	CEO	Nov 26 '25	Sale	17.00	40	680	505,516	Dec 01 06:00 PM
CASEY BRIAN O	CEO	Nov 10 '25	Sale	17.00	370	6,290	505,556	Nov 12 05:53 PM
SUSAN M BYRNE	Affiliate	Sep 11 '25	Proposed Sale	17.29	25,000	432,250		Sep 11 04:04 PM
CASEY BRIAN O	CEO	Aug 29 '25	Sale	18.00	6,750	121,500	505,926	Sep 03 05:31 PM
CASEY BRIAN O	Officer	Aug 29 '25	Proposed Sale	17.99	20,317	365,502		Aug 29 10:13 AM
Gomez Fabian	President	Jun 05 '25	Sale	15.50	7,000	108,500	96,509	Jun 05 04:01 PM
Gomez Fabian	Officer	May 06 '25	Proposed Sale	15.97	7,000	111,790		May 06 03:09 PM

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WHG

Westwood Holdings Group Inc

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