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Westwood
WHG.US
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.
1.206 T
WHG.USMarket value -Rank by Market Cap -/-

Financial Score

23/12/2025 Update
B
Asset Management and Custody BanksIndustry
Industry Ranking21/120
Industry medianC
Industry averageC
Score Analysis
Peer Comparison
  • Criteria
    Rating
  • Profit ScoreB
    • ROE5.99%C
    • Profit Margin7.54%B
    • Gross Margin45.30%B
  • Growth ScoreB
    • Revenue YoY4.20%C
    • Net Profit YoY165.29%A
    • Total Assets YoY1.68%C
    • Net Assets YoY4.65%C
  • Cash ScoreB
    • Cash Flow Margin1326.94%B
    • OCF YoY4.20%C
  • Operating ScoreB
    • Turnover0.63B
  • Debt ScoreA
    • Gearing Ratio18.22%A

Valuation analysis

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Institutional View & Shareholder

Analyst Ratings

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    News
    View More

    Westwood Holdings Group Inc. Sells 65,795 Shares of Target Corporation $TGT

    Westwood Holdings Group Inc. reduced its stake in Target Corporation by 85.2% in Q2, selling 65,795 shares. Target's stock opened at $97.67, with a market cap of $44.22 billion. Analysts have adjusted Target's ratings, with Citigroup lowering its target price to $89.00. Target's Q3 earnings exceeded estimates, but revenue fell 1.6% year-over-year. The company increased its quarterly dividend to $1.14, yielding 4.7% annually.

    Market Beat·
    US
    TGT
    -2.87%
    US
    WHG
    -2.12%
    Market Beat·
    US
    TGT
    -2.87%
    US
    WHG
    -2.12%

    Westwood Holdings Group Inc. Sells 1,460 Shares of Tesla, Inc. $TSLA

    Westwood Holdings Group Inc. reduced its Tesla holdings by 24.1% in Q2, selling 1,460 shares. Tesla's stock opened at $475.31, with a market cap of $1.58 trillion. Analysts have mixed ratings, with a consensus price target of $399.33. Director Kimbal Musk sold 56,820 shares, impacting stock value.

    Market Beat·
    US
    WHG
    -2.12%
    US
    TSLA
    +1.56%
    Market Beat·
    US
    WHG
    -2.12%
    US
    TSLA
    +1.56%

    Westwood Holdings Group Launches Enhanced Income Opportunity ETF

    Westwood Holdings Group Inc. has launched the Westwood Enhanced Income Opportunity ETF (NYSE: YLDW), expanding its Enhanced Income Series™ ETFs. The new ETF utilizes a covered-call options strategy to enhance income, marking an expansion of Westwood's income-generating investment offerings. The ETF platform recently surpassed $200 million in assets under management.

    Reuters·
    US
    WHG
    -2.12%
    Reuters·
    US
    WHG
    -2.12%

    Westwood Holdings CEO Brian O. Casey Sells Common Shares

    Westwood Holdings Group Inc.'s CEO, Brian O. Casey, has sold common shares of the company. The transaction was reported through EDGAR by the U.S. Securities and Exchange Commission. This news brief was generated by Public Technologies using AI and is for informational purposes only, not financial advice.

    Reuters·
    US
    WHG
    -2.12%
    Reuters·
    US
    WHG
    -2.12%

    Westwood Holdings CEO Brian O. Casey Reports Sale of Common Shares

    Brian O. Casey, CEO of Westwood Holdings Group Inc., reported the sale of common shares. The original filing is available via EDGAR, the SEC's system. This AI-generated news is for informational purposes and not financial advice. Westwood Holdings is responsible for the content.

    Reuters·
    US
    WHG
    -2.12%
    Reuters·
    US
    WHG
    -2.12%
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