AI Score
Our AI model analyzes fundamental, technical, and statistical indicators
to predict the probability of a bullish trend over the next three months.
We regularly update and refine our models to deliver the most reliable forecasts
for you.
Bullish Probability | Sentiment | Score |
---|---|---|
+80% | Strong Buy | 10 |
+75% | Buy | 9 |
+70% | Buy | 8 |
+60% | Buy | 7 |
+50% | Hold | 6 |
+45% | Hold | 5 |
+40% | Hold | 4 |
+35% | Sell | 3 |
+30% | Sell | 2 |
+20% | Strong Sell | 1 |
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.
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 |
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 |