Westwood Group Inc.
WHG | NYSE
$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 |
Westwood Group Inc.
| 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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