Westwood  Group Inc. logo

Westwood Group Inc.

WHG | NYSE
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$18.61
-$0.09 (-0.48%)
Sep 22, 2026, 10:32 AM ET · Market open

Company Profile

Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas.

Key Executives

Name Position
Brian O'Connor Casey Chief Executive Officer & Director
Fabian Gomez President & Chief Operating Officer
Murray Forbes MD, Chief Financial Officer & Treasurer
Corey Henegar Senior Vice President, Portfolio Manager & Senior Research Analyst
David Linton MD & Head of Distribution
Jonathan S. Dale Director & Head of Product Solutions
Kellie R. Stark Executive Vice President of Client Service & Marketing
Susan Montgomery Byrne Founder & Director Emerita
Todd L. Williams Senior Vice President & Director of Equity Research, Portfolio Manager and Research Analyst
William Ralph Hardcastle Jr. Managing Director of Strategic Planning & Program Management

Latest SEC Filings

Date Type Title
Aug 24, 2026 N-PX Filing
Aug 14, 2026 13F-HR Quarterly report filed by institutional managers, ...
Aug 12, 2026 SC 13D/A [Amend] Filing
Aug 12, 2026 SC 13G/A [Amend] Statement of acquisition of beneficial own...
Aug 07, 2026 4 Filing
Aug 06, 2026 10-Q Quarterly Report
Aug 06, 2026 8-K Current Report
Jul 07, 2026 4 Filing
Jul 01, 2026 4/A [Amend] Filing
Jul 01, 2026 4/A [Amend] Filing
View All SEC Filings
Westwood Group Inc.
Westwood  Group Inc. logo
Country United States
IPO Date Jun 12, 2002
Industry Asset Management
Sector Financial Services
Employees 148
CEO Brian O'Connor Casey

Contact Details

200 Crescent Court Dallas, Texas 75201 United States

Stock Details

Ticker Symbol WHG
Exchange NYSE
Fiscal Year January - December
Reporting Currency USD
CIK Code 0001165002
CUSIP Number 961765104
ISIN Number US9617651040
SIC Code 6282

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