WHG

NYSE

Westwood Holdings Group Inc

SectorFinanceIndustryInvestment Managers

$16.11-0.56 (-3.33%)

News25/Ratings0

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.

News · 26 weeks49-56%

2025-10-262026-04-19

Mix3190d

Insider17(55%)
Dividends5(16%)
SEC Filings4(13%)
Earnings3(10%)
Other2(6%)

Latest news

25 items

2dINSIDER
SEC Form 4 filed by Byrne Susan M
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
7dINSIDER
SEC Form 4 filed by Byrne Susan M
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
7dPR
Westwood Holdings Group, Inc. to Host First Quarter 2026 Conference Call/Webcast
DALLAS, April 16, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its first quarter 2026 earnings after the close of the New York Stock Exchange on Thursday, April 30, 2026. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Central Time). To join the conference call, please register here: https://register-conf.media-server.com/register/BIdb34b349c6fa4805b8602ecfcfffcf2e. After registering, you will be provided with a dial-in number containing a personalized PIN. To view the webcast, please register here: https://edge.media-server.com/mmc/p/kxpx4oyr. Once registered, an email will be sent
10dINSIDER
SEC Form 4 filed by Byrne Susan M
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
15dINSIDER
SEC Form 4 filed by Byrne Susan M
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
15dPR
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)
DALLAS, April 08, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE:WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST), Westwood Salient Enhanced Energy Income ETF (NASDAQ:WEEI) and Westwood Enhanced Income Opportunity (NYSE:YLDW) as shown in the table below. Part of the Westwood Income Series ETFs, these deliver income from both dividends and options premiums to help provide monthly income distributions for investors. ETF TickerETFDistribution per ShareAnnualized Distribution Rate¹(NYSE:MDST)Westwood Salient Enhanced Midstream Income ETF0.2259.4%
24dPR
Westwood Real Estate Income Fund Celebrates 25-Year Anniversary
DALLAS, March 30, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE:WHG) today announced the 25th anniversary of the Westwood Real Estate Income Fund, marking a quarter-century of disciplined investing, durable income generation and successful active management of publicly-traded real estate securities. Since its inception in 2001, the Fund has navigated multiple real estate and economic cycles while maintaining a philosophy grounded in detailed fundamental analysis, valuation discipline, and rigorous risk management. Furthermore, the fund's distinctive focus on investing in preferred securities issued by REITs has enhanced its ability to consistently generate elevated yields compare
38dINSIDER
Head of Legal and Compliance Ehinger John Anthony Jr covered exercise/tax liability with 838 shares and was granted 5,549 shares, increasing direct ownership by 35% to 18,252 units (SEC Form 4)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
38dINSIDER
Amendment: CIO, Multi-Asset Inv. Helfert Adrian covered exercise/tax liability with 10,772 shares, decreasing direct ownership by 6% to 162,751 units (SEC Form 4)
4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
38dINSIDER
Amendment: Head, U.S. Value Inv. Lockridge Matthew covered exercise/tax liability with 5,379 shares, decreasing direct ownership by 6% to 77,900 units (SEC Form 4)
4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
38dINSIDER
Amendment: Head of Distribution Linton David O was granted 15,414 shares and covered exercise/tax liability with 2,654 shares, increasing direct ownership by 110% to 29,415 units (SEC Form 4)
4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
38dINSIDER
Amendment: Chief Financial Officer Forbes Murray Iii was granted 11,098 shares and covered exercise/tax liability with 2,859 shares, increasing direct ownership by 20% to 65,826 units (SEC Form 4)
4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
38dINSIDER
Amendment: CEO Casey Brian O covered exercise/tax liability with 18,943 shares and was granted 57,194 shares, increasing direct ownership by 12% to 530,610 units (SEC Form 4)
4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
38dINSIDER
Amendment: President and COO Gomez Fabian was granted 32,287 shares and covered exercise/tax liability with 6,223 shares, increasing direct ownership by 36% to 122,573 units (SEC Form 4)
4/A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
41dINSIDER
Chief Financial Officer Forbes Murray Iii was granted 11,098 shares and sold $46,373 worth of shares (2,859 units at $16.22), increasing direct ownership by 14% to 65,826 units (SEC Form 4)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
41dINSIDER
CEO Casey Brian O was granted 57,194 shares and sold $307,255 worth of shares (18,943 units at $16.22), increasing direct ownership by 8% to 530,610 units (SEC Form 4)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
41dINSIDER
Head of Distribution Linton David O was granted 15,414 shares and sold $43,048 worth of shares (2,654 units at $16.22), increasing direct ownership by 77% to 29,415 units (SEC Form 4)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
41dINSIDER
President Gomez Fabian was granted 32,287 shares and sold $100,937 worth of shares (6,223 units at $16.22), increasing direct ownership by 27% to 122,573 units (SEC Form 4)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
41dINSIDER
CIO, Multi-Asset Inv. Helfert Adrian sold $174,722 worth of shares (10,772 units at $16.22), decreasing direct ownership by 6% to 162,751 units (SEC Form 4)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
41dINSIDER
Head, U.S. Value Inv. Lockridge Matthew sold $87,247 worth of shares (5,379 units at $16.22), decreasing direct ownership by 6% to 77,900 units (SEC Form 4)
4 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Issuer)
41dSEC
SEC Form DEF 14A filed by Westwood Holdings Group Inc
DEF 14A - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
45dPR
Westwood Announces Monthly Income Distributions for Westwood Salient Enhanced Midstream Income ETF (MDST), Westwood Salient Enhanced Energy Income ETF (WEEI) and Westwood Enhanced Income Opportunity (YLDW)
DALLAS, March 09, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today announced monthly income distributions for Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST), Westwood Salient Enhanced Energy Income ETF (NASDAQ:WEEI) and Westwood Enhanced Income Opportunity (YLDW) as shown in the table below. Part of the Westwood Income Series ETFs, these deliver income from both dividends and options premiums to help provide monthly income distributions for investors. ETFTickerETFDistributionper ShareAnnualizedDistributionRate1(NYSE:MDST)Westwood Salient Enhanced Midstream Income ETF0.225 9.5% (NASDAQ:WEEI
50dSEC
SEC Form 10-K filed by Westwood Holdings Group Inc
10-K - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)
63dPR
Westwood Enhanced Income Series™ ETF Platform Surpasses $250 Million in Assets
DALLAS, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Westwood Holdings Group (NYSE:WHG), a leading boutique asset manager, today announced the Westwood Enhanced Income Series™ ETFs, a key component of Westwood's growing ETF platform, has surpassed $250 million in assets under management (AUM). Concurrently, the Westwood Salient Enhanced Midstream Income ETF (NYSE:MDST) which provides access to an actively managed portfolio of midstream and MLP energy infrastructure companies with an income-focused options overlay, has reached $200 million in assets. "Our Enhanced Income ETFs are helping to allowing investors to access some of the most effective income opportunities in a variety of asset classes and
63dSEC
SEC Form S-8 filed by Westwood Holdings Group Inc
S-8 - WESTWOOD HOLDINGS GROUP INC (0001165002) (Filer)