Westwood Group Inc. (WHG)
16.23
0.03 (0.19%)
At close: Apr 01, 2025, 3:59 PM
15.43
-4.94%
After-hours: Apr 01, 2025, 08:00 PM EDT
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 | 151 |
| 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 of Westwood Holdings Group, CEO of Westwood Wealth Management & 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 |
| Melissa W. McMillian | Senior Vice President & Private Wealth Advisor |
| Prashant Inamdar C.F.A. | Senior Vice President, Portfolio Manager & Senior Research Analyst |
| Susan Wedelich J.D. | Senior Vice President & Private Wealth Advisor |
| Todd L. Williams C.F.A. | Senior Vice President & Director of Equity Research |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Mar 12, 2025 | DEF 14A | Filing |
| Mar 06, 2025 | 8-K | Current Report |
| Mar 05, 2025 | 10-K | Annual Report |
| Feb 25, 2025 | 4 | Filing |
| Feb 25, 2025 | 4 | Filing |
| Feb 25, 2025 | 4 | Filing |
| Feb 25, 2025 | 4 | Filing |
| Feb 25, 2025 | 4 | Filing |
| Feb 25, 2025 | 4 | Filing |
| Feb 25, 2025 | 4 | Filing |