Stammdaten
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.
Unternehmen & Branche
| Name | WESTWOOD HOLDINGS GROUP INC |
|---|---|
| Ticker | WHG |
| CIK | 0001165002 |
| Boerse | US |
| Sektor | Financial Services |
| Industrie | Financial - Capital Markets |
| SIC | 6282 · Investment Advice |
Wertpapier & Kennzahlen
| CUSIP | 00430HAB8 |
|---|---|
| ISIN | US00430HAB87 |
| Typ | Common Stock |
| Marktkapitalisierung | 159,1 Mio. USD |
| Beta | 0,76 |
| Dividendenrendite | 0,60 % |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2025-12-31 | 10-K | 97,762,000 | 7,077,000 | 0.79 | 162,298,000 | 125,615,000 |
| 2025-09-30 | 10-Q | 24,289,000 | 3,729,000 | 0.41 | 154,046,000 | 123,898,000 |
| 2025-06-30 | 10-Q | 23,120,000 | 1,031,000 | 0.12 | 146,279,000 | 122,358,000 |
| 2025-03-31 | 10-Q | 23,252,000 | 478,000 | 0.05 | 134,988,000 | 121,386,000 |
| 2024-12-31 | 10-K | 20,456,000 | -3,125,000 | -0.40 | 149,989,000 | 120,291,000 |
| 2024-09-30 | 10-Q | 23,719,000 | 159,000 | 0.01 | 151,501,000 | 120,384,000 |
| 2024-09-30 | 10-K | 15,406,000 | -1,175,000 | -0.15 | ||
| 2024-06-30 | 10-K | 15,603,000 | -378,000 | -0.05 | ||
| 2024-06-30 | 10-Q | 22,688,000 | -2,213,000 | -0.27 | 147,374,000 | 120,466,000 |
| 2024-03-31 | 10-Q | 22,732,000 | 2,166,000 | 0.27 | 149,042,000 | 123,755,000 |
| 2024-03-31 | 10-K | 17,216,000 | 50,000 | 0.01 | ||
| 2023-12-31 | 10-K | 19,391,000 | 2,813,000 | 0.36 | 155,167,000 | 120,401,000 |
| 2023-09-30 | 10-Q | 21,880,000 | 3,356,000 | 0.41 | 150,751,000 | 119,803,000 |
| 2023-09-30 | 10-K | 17,860,000 | 1,879,000 | 0.24 | ||
| 2023-06-30 | 10-K | 17,484,000 | 970,000 | 0.12 | ||
| 2023-06-30 | 10-Q | 21,945,000 | 2,895,000 | 0.36 | 142,105,000 | 120,466,000 |
| 2023-03-31 | 10-K | 18,319,000 | 4,101,000 | 0.52 | ||
| 2023-03-31 | 10-Q | 22,727,000 | 693,000 | 0.09 | 141,799,000 | 123,755,000 |
| 2022-12-31 | 10-K | 19,391,000 | 2,813,000 | 0.36 | 146,427,000 | 110,648,000 |
| 2022-09-30 | 10-K | 17,860,000 | 1,879,000 | 0.24 |
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 746,935 | 0 | 746,935 | 16,913,216 | Neu | +100,0% | |
| Allspring Global Investments Holdings, LLC | 606,812 | 0 | 606,812 | 10,698,096 | Neu | +100,0% | |
| BlackRock, Inc. | 512,735 | 0 | 512,735 | 8,824,161 | Neu | +100,0% | |
| VANGUARD GROUP INC | 398,354 | 0 | 398,354 | 6,855,673 | Neu | +100,0% | |
| RENAISSANCE TECHNOLOGIES LLC | 373,458 | 0 | 373,458 | 6,427,212 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 274,516 | 0 | 274,516 | 4,724,329 | Neu | +100,0% | |
| KING LUTHER CAPITAL MANAGEMENT CORP | 185,000 | 0 | 185,000 | 3,183,850 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 163,166 | 0 | 163,166 | 2,808,438 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 87,529 | 0 | 87,529 | 2,190,597 | Neu | +100,0% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 93,789 | 0 | 93,789 | 1,614,109 | Neu | +100,0% | |
| STATE STREET CORP | 86,726 | 0 | 86,726 | 1,504,795 | Neu | +100,0% | |
| GABELLI FUNDS LLC | 77,206 | 0 | 77,206 | 1,328,715 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 65,734 | 0 | 65,734 | 1,131,282 | Neu | +100,0% | |
| De Lisle Partners LLP | 58,920 | 0 | 58,920 | 1,020,740 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 54,838 | 0 | 54,838 | 943,761 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,353 | 0 | 35,353 | 758,364 | Neu | +100,0% | |
| LEVIN CAPITAL STRATEGIES, L.P. | 25,508 | 0 | 25,508 | 438,993 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 24,116 | 0 | 24,116 | 415,036 | Neu | +100,0% | |
| OLD MISSION CAPITAL LLC | 16,406 | 0 | 16,406 | 351,928 | Neu | +100,0% | |
| MORGAN STANLEY | 19,609 | 0 | 19,609 | 337,476 | Neu | +100,0% | |
| LPL Financial LLC | 15,245 | 0 | 15,245 | 327,023 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18,344 | 0 | 18,344 | 315,700 | Neu | +100,0% | |
| Private Advisor Group, LLC | 14,370 | 0 | 14,370 | 308,254 | Neu | +100,0% | |
| Connor, Clark & Lunn Investment Management Ltd. | 13,757 | 0 | 13,757 | 236,758 | Neu | +100,0% | |
| BARCLAYS PLC | 12,396 | 0 | 12,396 | 213,335 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 11,543 | 0 | 11,543 | 198,655 | Neu | +100,0% | |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 10,500 | 0 | 10,500 | 180,705 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 10,032 | 0 | 10,032 | 172,654 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 8,602 | 0 | 8,602 | 148,040 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 5,765 | 0 | 5,765 | 99,210 | Neu | +100,0% | |
| UBS Group AG | 3,840 | 0 | 3,840 | 66,086 | Neu | +100,0% | |
| NEW YORK STATE COMMON RETIREMENT FUND | 3,600 | 0 | 3,600 | 61,956 | Neu | +100,0% | |
| BNP PARIBAS FINANCIAL MARKETS | 1,935 | 0 | 1,935 | 33,301 | Neu | +100,0% | |
| Police & Firemen's Retirement System of New Jersey | 1,901 | 0 | 1,901 | 32,716 | Neu | +100,0% | |
| Ameritas Investment Partners, Inc. | 761 | 0 | 761 | 13,097 | Neu | +100,0% | |
| Legal & General Group Plc | 675 | 0 | 675 | 11,617 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 671 | 0 | 671 | 11,561 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 649 | 0 | 649 | 11,000 | Neu | +100,0% | |
| Tower Research Capital LLC (TRC) | 604 | 0 | 604 | 10,395 | Neu | +100,0% | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 457 | 0 | 457 | 7,865 | Neu | +100,0% | |
| FMR LLC | 175 | 0 | 175 | 3,009 | Neu | +100,0% | |
| CITIGROUP INC | 170 | 0 | 170 | 2,925 | Neu | +100,0% | |
| Rockefeller Capital Management L.P. | 74 | 0 | 74 | 1,274 | Neu | +100,0% | |
| Farther Finance Advisors, LLC | 66 | 0 | 66 | 1,136 | Neu | +100,0% | |
| MAI Capital Management | 34 | 0 | 34 | 586 | Neu | +100,0% | |
| Arete Wealth Advisors, LLC | 20,220 | 0 | 20,220 | 348 | Neu | +100,0% | |
| SBI Securities Co., Ltd. | 20 | 0 | 20 | 344 | Neu | +100,0% | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 16,622 | 0 | 16,622 | 287 | Neu | +100,0% | |
| EverSource Wealth Advisors, LLC | 1 | 0 | 1 | 17 | Neu | +100,0% | |
| AMALGAMATED BANK | 234 | 0 | 234 | 4 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | BYRNE SUSAN M | Open Market Sale | -500 | 16.56 | -8,277.95 | -19,7% | ||
| 2026-04-28 | BYRNE SUSAN M | Open Market Sale | -660 | 16.97 | -11,202.31 | -26,6% | ||
| 2026-04-27 | BYRNE SUSAN M | Open Market Sale | -733 | 16.66 | -12,209.65 | -29,0% | ||
| 2026-04-24 | BYRNE SUSAN M | Open Market Sale | -700 | 16.14 | -11,296.67 | -26,8% | ||
| 2026-04-23 | BYRNE SUSAN M | Open Market Sale | -9 | 17.27 | -155.39 | -0,4% | ||
| 2026-04-22 | BYRNE SUSAN M | Open Market Sale | -294 | 15.85 | -4,661.31 | -11,1% | ||
| 2026-04-21 | BYRNE SUSAN M | Open Market Sale | -532 | 16.17 | -8,600.79 | -20,4% | ||
| 2026-04-20 | BYRNE SUSAN M | Open Market Sale | -500 | 16.64 | -8,318.05 | -19,8% | ||
| 2026-04-17 | BYRNE SUSAN M | Open Market Sale | -700 | 16.36 | -11,450.32 | -27,2% | ||
| 2026-04-16 | BYRNE SUSAN M | Open Market Sale | -500 | 16.14 | -8,069.10 | -19,2% | ||
| 2026-04-15 | BYRNE SUSAN M | Open Market Sale | -1,500 | 16.45 | -24,679.80 | -58,6% | ||
| 2026-04-14 | BYRNE SUSAN M | Open Market Sale | -301 | 16.48 | -4,960.87 | -11,8% | ||
| 2026-04-13 | BYRNE SUSAN M | Open Market Sale | -1,600 | 16.32 | -26,113.92 | -62,0% | ||
| 2026-04-10 | BYRNE SUSAN M | Open Market Sale | -900 | 16.11 | -14,494.77 | -34,4% | ||
| 2026-04-09 | BYRNE SUSAN M | Open Market Sale | -401 | 16.31 | -6,539.47 | -15,5% | ||
| 2026-04-08 | BYRNE SUSAN M | Open Market Sale | -704 | 16.46 | -11,584.32 | -27,5% | ||
| 2026-04-06 | BYRNE SUSAN M | Open Market Sale | -700 | 16.31 | -11,417.77 | -27,1% | ||
| 2026-04-02 | BYRNE SUSAN M | Open Market Sale | -600 | 16.21 | -9,727.02 | -23,1% | ||
| 2026-04-01 | BYRNE SUSAN M | Open Market Sale | -1,494 | 16.83 | -25,148.95 | -59,7% | ||
| 2026-02-23 | Gomez Fabian | Officer, President | Open Market Sale | -6,223 | 16.22 | -100,937.06 | -239,7% | |
| 2026-02-23 | Lockridge Matthew | Officer, Head, U.S. Value Inv. | Open Market Sale | -5,379 | 16.22 | -87,247.38 | -207,2% | |
| 2026-02-23 | Helfert Adrian | Officer, CIO, Multi-Asset Inv. | Open Market Sale | -10,772 | 16.22 | -174,721.84 | -414,9% | |
| 2026-02-23 | CASEY BRIAN O | Director, Officer, CEO | Open Market Sale | -18,943 | 16.22 | -307,255.46 | -729,6% | |
| 2026-02-23 | Forbes Murray III | Officer, Chief Financial Officer | Open Market Sale | -2,859 | 16.22 | -46,372.98 | -110,1% | |
| 2025-12-10 | CASEY BRIAN O | Director, Officer, CEO | Open Market Sale | -8,341 | 16.55 | -138,038.55 | -327,8% | |
| 2025-12-09 | CASEY BRIAN O | Director, Officer, CEO | Open Market Sale | -1,764 | 16.41 | -28,940.71 | -68,7% | |
| 2025-12-08 | CASEY BRIAN O | Director, Officer, CEO | Open Market Sale | -1,602 | 16.45 | -26,345.85 | -62,6% | |
| 2025-12-05 | CASEY BRIAN O | Director, Officer, CEO | Open Market Sale | -1,351 | 16.44 | -22,209.63 | -52,7% | |
| 2025-11-28 | CASEY BRIAN O | Director, Officer, CEO | Open Market Sale | -99 | 17.00 | -1,683.00 | -4,0% | |
| 2025-11-26 | CASEY BRIAN O | Director, Officer, CEO | Open Market Sale | -40 | 17.00 | -680.00 | -1,6% | |
| 2025-11-10 | CASEY BRIAN O | Director, Officer, CEO | Open Market Sale | -370 | 17.00 | -6,290.00 | -14,9% | |
| 2025-08-29 | CASEY BRIAN O | Director, Officer, CEO | Open Market Sale | -6,750 | 18.00 | -121,500.00 | -288,5% | |
| 2025-06-05 | Gomez Fabian | Officer, President | Open Market Sale | -7,000 | 15.50 | -108,500.00 | -257,7% |
Top-Fondshalter
Hinweis: Keine aktuelleren Daten zu dieser Aktie verfuegbar. Stand der gezeigten 13F-Holdings: 31.12.2025. Letztes global veroeffentlichtes 13F-Quartal: 31.03.2026.
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | 746,935 | 16,913,216 | 22.57 |
| Allspring Global Investments Holdings, LLC | 606,812 | 10,698,096 | 14.28 |
| BlackRock, Inc. | 512,735 | 8,824,161 | 11.77 |
| VANGUARD GROUP INC | 398,354 | 6,855,673 | 9.15 |
| RENAISSANCE TECHNOLOGIES LLC | 373,458 | 6,427,212 | 8.58 |
| DIMENSIONAL FUND ADVISORS LP | 274,516 | 4,724,329 | 6.30 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 185,000 | 3,183,850 | 4.25 |
| GEODE CAPITAL MANAGEMENT, LLC | 163,166 | 2,808,438 | 3.75 |
| JANE STREET GROUP, LLC | 87,529 | 2,190,597 | 2.92 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 93,789 | 1,614,109 | 2.15 |
| STATE STREET CORP | 86,726 | 1,504,795 | 2.01 |
| GABELLI FUNDS LLC | 77,206 | 1,328,715 | 1.77 |
| NORTHERN TRUST CORP | 65,734 | 1,131,282 | 1.51 |
| De Lisle Partners LLP | 58,920 | 1,020,740 | 1.36 |
| BANK OF AMERICA CORP /DE/ | 54,838 | 943,761 | 1.26 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,353 | 758,364 | 1.01 |
| LEVIN CAPITAL STRATEGIES, L.P. | 25,508 | 438,993 | 0.59 |
| SEI INVESTMENTS CO | 24,116 | 415,036 | 0.55 |
| OLD MISSION CAPITAL LLC | 16,406 | 351,928 | 0.47 |
| MORGAN STANLEY | 19,609 | 337,476 | 0.45 |