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WHG

Westwood Holdings Group Inc

Sep 15 • 04:00PM ET

17.11

+0.06 0.35 %

Financial • Asset Management • USA • NYSE

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

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

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Index	RUT	P/E	41.01	EPS (ttm)	0.42	Insider Own	25.16%	Shs Outstand	9.41M	Perf Week	-0.47%
Market Cap	161.01M	Forward P/E	-	EPS next Y	-	Insider Trans	-0.58%	Shs Float	7.04M	Perf Month	-3.17%
Enterprise Value	158.13M	PEG	-	EPS next Q	-	Inst Own	52.85%	Short Float	2.05%	Perf Quarter	11.90%
Income	3.66M	P/S	1.66	EPS this Y	-	Inst Trans	-1.84%	Short Ratio	4.37	Perf Half Y	9.89%
Sales	96.80M	P/B	1.34	EPS next Y	-	ROA	2.49%	Short Interest	0.14M	Perf YTD	17.92%
Book/sh	12.79	P/C	10.45	EPS next 5Y	-	ROE	3.06%	52W High	18.97 -9.80%	Perf Year	35.47%
Cash/sh	1.64	P/FCF	17.33	EPS past 3/5Y	-40.45% -17.93%	ROIC	3.04%	52W Low	12.47 37.21%	Perf 3Y	46.18%
Dividend Est.	-	EV/EBITDA	13.50	Sales past 3/5Y	5.28% 2.31%	Gross Margin	85.69%	Volatility	1.80% 2.82%	Perf 5Y	69.19%
Dividend TTM	0.60 (3.51%)	EV/Sales	1.63	EPS Y/Y TTM	-49.87%	Oper. Margin	7.25%	ATR (14)	0.52	Perf 10Y	-63.38%
Dividend Ex-Date	Sep 02, 2025	Quick Ratio	2.12	Sales Y/Y TTM	0.24%	Profit Margin	3.78%	RSI (14)	44.74	Recom	-
Dividend Gr. 3/5Y	10.06% -26.93%	Current Ratio	2.12	EPS Q/Q	142.36%	SMA20	-3.04%	Beta	1.01	Target Price	-
Payout	230.68%	Debt/Eq	0.09	Sales Q/Q	2.03%	SMA50	-1.49%	Rel Volume	0.43	Prev Close	17.05
Employees	151	LT Debt/Eq	0.00	Earnings	Aug 08 AMC	SMA200	6.90%	Avg Volume	32.99K	Price	17.11
IPO	Jun 13, 2002	Option/Short	Yes / Yes	EPS/Sales Surpr.	- -	Trades		Volume	14,161	Change	0.35%

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)
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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)
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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)
04:10PM	Westwood Holdings Group Reports Fourth Quarter and Full Year 2023 Results (GlobeNewswire)
04:21AM	Jim Simons Adds Westwood Holdings Group Inc to Portfolio (GuruFocus.com)
Jan-31-24 08:00AM	Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2023 Conference Call/Webcast (GlobeNewswire)
Nov-01-23 08:40AM	Westwood Holdings Group, Inc. (NYSE:WHG) Q3 2023 Earnings Call Transcript (Insider Monkey)
06:27AM	Q3 2023 Westwood Holdings Group Inc Earnings Call (Thomson Reuters StreetEvents)
Oct-31-23 05:43PM	Westwood Holdings Group Inc (WHG) Reports Q3 2023 Earnings: Revenues and Net Income Rise (GuruFocus.com)
04:10PM	Westwood Holdings Group, Inc. Reports Third Quarter 2023 Results (GlobeNewswire)
08:00AM	Established Managed Investment Solutions Team Joins Westwood Holdings Group (GlobeNewswire)
Oct-23-23 06:45AM	Heres Why Merion Road Capital Exited Westwood Holdings Group (WHG) (Insider Monkey)
Oct-20-23 08:00AM	Westwood Holdings Group, Inc. to Host Third Quarter 2023 Conference Call/Webcast (GlobeNewswire)
Sep-12-23 09:05PM	Insider Sell: COO John Montgomery Sells 1,667 Shares of Westwood Holdings Group Inc (GuruFocus.com)
Aug-10-23 04:57PM	Wells Fargo offers down-payment grants to boost minority homeownership (American Banker)
09:40AM	Is Wells Fargo Stock a Buy? (Motley Fool)
09:00AM	Wells Fargo Insiders Sell US$1.6m Of Stock, Possibly Signalling Caution (Simply Wall St.)
Aug-06-23 08:09AM	Westwood Holdings Group (NYSE:WHG) Is Due To Pay A Dividend Of $0.15 (Simply Wall St.)
Aug-05-23 09:04AM	Westwood Holdings Group, Inc. (NYSE:WHG) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-02-23 05:11PM	Westwood Holdings: Q2 Earnings Snapshot (AP Finance)
04:05PM	Westwood Holdings Group, Inc. Reports Second Quarter 2023 Results (GlobeNewswire)
Jul-21-23 08:00AM	Westwood Holdings Group, Inc. to Host Second Quarter 2023 Conference Call/Webcast (GlobeNewswire)
Jul-20-23 05:14AM	Here's How Wells Fargo Is Preparing to Deal With Issues in Its Office Loan Portfolio (Motley Fool)
Jun-10-23 09:24AM	Westwood Holdings Group, Inc.'s (NYSE:WHG) Business And Shares Still Trailing The Industry (Simply Wall St.)
May-14-23 08:24AM	Westwood Holdings Group (NYSE:WHG) Has Announced A Dividend Of $0.15 (Simply Wall St.)
May-03-23 04:46AM	Westwood Holdings Group, Inc. (NYSE:WHG) Q1 2023 Earnings Call Transcript (Insider Monkey)
Apr-30-23 08:19AM	Westwood Holdings Group's (NYSE:WHG) Dividend Will Be $0.15 (Simply Wall St.)
Apr-27-23 05:56AM	Q1 2023 Westwood Holdings Group Inc Earnings Call (Thomson Reuters StreetEvents)

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
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
Bennett Leah	Officer	Feb 25 '25	Proposed Sale	15.68	19,028	298,359		Feb 25 10:23 AM

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WHG

Westwood Holdings Group Inc

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