XNYS
WHG
Market cap182mUSD
Oct 08, Last price
19.20USD
1D
-0.26%
1Q
-1.49%
Jan 2017
-67.99%
IPO
18.23%
Name
Westwood Holdings Group Inc
Chart & performance
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Profile
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.
Key people
Fabian Gomez
President · since 2022
Murray Forbes
Chief Financial Officer, Senior Vice President, Treasurer · since 2018
John Ehinger
Head of Legal and Chief Compliance Officer · since 2023
Brian Casey
Chief Executive Officer, Director · since 2022
J. Hale Hoak
Director · since 2025
Katherine Murray
Director · since 2025
Janice Ryan
Director · since 2025
Randy Bowman
Independent Director · since 2021
Independent Director · since 2014
Geoffrey Norman
Independent Director · since 2007
Valuation
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