Westwood Group Inc.
(WHG)
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At close: undefined
15.49
-1.15%
After-hours Dec 13, 2024, 07:00 PM EST
Company Description
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients.
The company operates in two segments, Advisory and Trust.
The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment.
The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals.
Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
Westwood Group Inc.
| Country | United States |
| IPO Date | Jun 13, 2002 |
| Industry | Financial - Capital Markets |
| Sector | Financial Services |
| Employees | 145 |
| CEO | Brian O'Connor Casey CFP |
Contact Details
Address: 200 Crescent Court Dallas, Texas United States | |
| Website | https://www.westwoodgroup.com |
Stock Details
| Ticker Symbol | WHG |
| Exchange | NYSE |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0001165002 |
| CUSIP Number | 961765104 |
| ISIN Number | US9617651040 |
| Employer ID | 75-2969997 |
| SIC Code | 6282 |
Key Executives
| Name | Position |
|---|---|
| Brian O'Connor Casey CFP | Chief Executive Officer & Director |
| Fabian Gomez | President & Chief Operating Officer |
| Murray Forbes III, CPA | MD & Chief Financial Officer |
| Jonathan S. Dale | Head of Product Solutions & Director |
| Kellie R. Stark CFA, F.R.M. | Executive Vice President of Client Service & Marketing |
| Kenneth R. Nostro | Head of Client Relations & Director |
| Leah Rebecca Bennett C.F.A. | President of Westwood Wealth Management |
| Melissa W. McMillian | Senior Vice President & Private Wealth Advisor |
| Prashant Inamdar C.F.A. | Senior Vice President, Portfolio Manager & Senior Research Analyst |
| Todd L. Williams C.F.A. | Senior Vice President & Director of Equity Research |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Dec 05, 2024 | 8-K | Current Report |
| Nov 14, 2024 | 13F-HR | Quarterly report filed by institutional managers, ... |
| Nov 14, 2024 | 4/A | [Amend] Filing |
| Nov 14, 2024 | SC 13G | Statement of acquisition of beneficial ownership b... |
| Nov 14, 2024 | SC 13G | Statement of acquisition of beneficial ownership b... |
| Nov 14, 2024 | SC 13G | Statement of acquisition of beneficial ownership b... |
| Nov 13, 2024 | SCHEDULE 13G/A | [Amend] Filing |
| Nov 07, 2024 | SC 13D/A | [Amend] Filing |
| Oct 30, 2024 | 10-Q | Quarterly Report |
| Oct 30, 2024 | 8-K | Current Report |