Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and ...
Westwood Holdings Group, Inc. (NYSE: WHG) is a focused investment management boutique and wealth management firm headquartered in Dallas, Texas, with offices in Houston, Toronto, and Boston. Founded in 1983, Westwood provides a broad array of investment solutions, including high-conviction equity and outcome-oriented strategies, to institutional investors, private wealth clients, and financial intermediaries. The company operates through two primary segments: Advisory and Trust. The Advisory segment offers investment guidance and portfolio management directly to corporate and public pension plans, endowments, foundations, and individuals, as well as sub-advisory services to external mutual funds and pooled vehicles. The Trust segment delivers trust and custodial services, and manages common trust funds for institutional and affluent clients. Westwood emphasizes protecting client capital and navigating challenging markets, with a investment team that has decades of experience. Financially, the company has shown solid performance with a market cap of approximately $181 million, a revenue per share of $11.77, and a net profit margin of 7.7% as of the latest TTM. It maintains a strong balance sheet with a current ratio of 135.5 and low debt, and pays a dividend yield of 3.1%. Employees and directors hold about 42% of the stock, aligning interests with shareholders. Key leaders include CEO Brian O. Casey, who has served since 2005, and founder Susan Byrne, whose vision continues to inspire. The company went public in 2002 and has evolved to meet changing market demands, including launching new products like WEEI in 2024. With a focus on active management and personalized trust services, Westwood aims to deliver long-term value to its clients and shareholders.
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Institutional Pension & Retirement PlansEndowments & FoundationsPrivate Wealth Clients (High Net Worth Individuals)Morgan Stanley Wealth ManagementNYSE:MSFinancial Intermediaries (Independent Advisors & Broker-Dealers)Westwood Mutual Fund ShareholdersWestwood ETF Shareholders
