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Westwood Holdings Group Inc Company Profile

NYSE: WHGFinanceInvestment ManagersUSD

18.92-0.2806 (-1.46%)

Market open · Delayed 15 min · as of Oct 9, 12:03 PM ET

Westwood Group at a glance

Westwood Holdings Group Inc (NYSE: WHG) is a Investment Managers company in the Finance sector headquartered in Dallas, TX. Westwood Group is led by Mr. Brian O'Connor Casey CFP and employs about 148 people. At a market capitalization of $183.7 million, it is considered a small-cap company.

Its SEC Central Index Key (CIK) is 0001165002, which identifies the company's filings on EDGAR.

Summary generated from market data by MetaCap's automated system. Methodology

What does Westwood Group do?

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.

Business description based on the company's public filings.

Company information

Legal name
Westwood Holdings Group Inc
Ticker
NYSE: WHG
Sector
Finance
Industry
Investment Managers
CEO
Mr. Brian O'Connor Casey CFP
Employees
148
Headquarters
200 Crescent Court, Dallas, TX, United States
Phone
214 756 6900
Market cap
$183.71M
SEC CIK
0001165002
Latest annual report
10-K · Mar 4, 2026

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