Discover
WHG
Westwood Holdings Group, Inc.
19.22
200 x undefined
100 x undefined
bid
ask
+
0.06
0.31%
150 @ 04:00 PM
19.22 +0.00 (0.00%)
| Ytd | 11.68% | |
| 1y | 21.80% |
19.07
day range
19.68
14.70
52 week range
20.97
| Open | 19.26 | Prev Close | 19.16 | Low | 19.07 | High | 19.68 | Mkt Cap | 182.36M |
| Vol | 22.44K | Avg Vol | 19.30K | EPS | 0.83 | P/E | 23.16 | Forward P/E | N/A |
| Beta | 1.14 | Short Ratio | 0.09 | Inst. Own | 60.37% | Dividend | 0.60 | Div Yield | 3.92 |
| Ex Div Date | 12-02 | Earning | 04-30 | 50-d Avg | 16.98 | 200-d Avg | 16.90 | 1yr Est | 0.00 |
Earning
| Date | For | Estimate | Reported | Surprise | surprise % |
|---|---|---|---|---|---|
| 2024-10-30 | 2024-09 | 0 | 0.13 | N/A | N/A |
| 2024-07-31 | 2024-06 | 0 | -0.06 | N/A | N/A |
| 2024-05-01 | 2024-03 | 0 | 0.36 | N/A | N/A |
| 2024-02-14 | 2023-12 | 0 | 0.63 | N/A | N/A |
| 2023-10-31 | 2023-09 | 0 | 0.77 | N/A | N/A |
| 2023-08-02 | 2023-06 | 0 | 0.7 | N/A | N/A |
Upgrade / Downgrade
| Date | Firm | Action | From | To |
|---|
Profile
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.
Insider Holder
| Date | Name | Relation | Quantity | Description |
|---|---|---|---|---|
| 2024-02-22 | BENNETT LEAH R | Officer | 56.02K | Stock Award(Grant) |
| 2024-05-29 | BOWMAN RANDY A | Director | 26.06K | Stock Award(Grant) |
| 2024-02-22 | CASEY BRIAN O | Chief Executive Officer | 480.21K | Stock Award(Grant) |
| 2024-02-22 | FORBES MURRAY III | Chief Financial Officer | 49.76K | Stock Award(Grant) |
| 2024-05-19 | FRANK RICHARD M | Chairman of the Board | 82.23K | Stock Award(Grant) |
| 2024-02-22 | GOMEZ FABIAN | President | 84.14K | Stock Award(Grant) |
Institution Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2024-09-29 | Allspring Global Investments Holdings, LLC | 584.12K | 8.81M | 6.30% |
| 2024-09-29 | Deprince, Race & Zollo, Inc. | 457.26K | 6.90M | 4.93% |
| 2024-09-29 | Gamco Investors Inc | 446.70K | 6.74M | 4.82% |
| 2024-09-29 | Renaissance Technologies, LLC | 432.33K | 6.52M | 4.66% |
| 2024-09-29 | Vanguard Group Inc | 404.39K | 6.10M | 4.36% |
| 2024-09-29 | North Star Investment Management Corp | 358.98K | 5.42M | 3.87% |
Fund Ownership
| Report Date | Organization | Position | Value | Percentage |
|---|---|---|---|---|
| 2024-10-30 | Allspring Special Small Cap Value Fund | 477.18K | 7.20M | 5.15% |
| 2024-09-29 | Vanguard Total Stock Market Index Fund | 277.67K | 4.19M | 2.99% |
| 2024-08-30 | Northern Lights Fd Tr II-North Star Dividend Fd | 153.70K | 2.32M | 1.66% |
| 2024-07-30 | Russell Inv Co-U.S. Small Cap Equity Fund | 129.45K | 1.95M | 1.40% |
| 2024-09-29 | Vanguard Extended Market Index Fund | 113.26K | 1.71M | 1.22% |
| 2024-09-29 | Aegis Value, Inc. | 97.61K | 1.47M | 1.05% |
Dividend
| Dividend | Date |
|---|---|
| 0.15 | 2026-06-01 |
| 0.15 | 2026-03-03 |
| 0.15 | 2025-12-01 |
| 0.15 | 2025-09-02 |
| 0.15 | 2025-06-02 |
| 0.15 | 2025-03-03 |