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Westwood Holdings Group Inc

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WHG:NYQ

Westwood Holdings Group Inc

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FinancialsInvestment Banking and Brokerage Services
  • Price (USD)16.56
  • Today's Change-0.21 / -1.25%
  • Shares traded8.04k
  • 1 Year change+30.50%
  • Beta0.9687
Data delayed at least 15 minutes, as of Jul 14 2025 21:00 BST.
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About the company

Westwood Holdings Group, Inc. manages investment assets and provides services for its clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C., Salient Advisors, L.P. and Broadmark Asset Management LLC. The Company’s segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals; sub-advisory; pooled investment vehicles, including collective investment trusts. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors for institutions and high-net-worth individuals. Its advisory business encompasses six distinct investment capabilities, including United States (U.S.) Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, Income Alternatives and Managed Investment Solutions.

  • Revenue in USD (TTM)95.24m
  • Net income in USD397.00k
  • Incorporated2001
  • Employees151.00
  • Location
    Westwood Holdings Group Inc200 Crescent Court, Suite 1200DALLAS 75201United StatesUSA
  • Phone+1 (214) 756-6900
  • Fax+1 (214) 756-6979
  • Websitehttps://westwoodgroup.com/
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Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Maywood Acquisition Corp-100.00bn-100.00bn151.07m0.00--1.45----------6.99----------------------------0.006--------------
Siebert Financial Corp92.36m18.26m151.54m146.008.231.627.651.640.45560.45562.312.310.1447--1.10632,630.102.860.54120.128.6696.3295.3519.797.98--77.210.6952--17.3214.4269.7732.64-10.72--
Nuveen New York Municipal Value Fund7.64m5.07m152.60m--30.130.8993--19.980.26820.26820.40448.990.0447--1.49--2.96--2.97--88.58--66.32----4.200.00--------------
Morgan Stanley Emerging Mkt Debt FundInc-100.00bn-100.00bn153.00m--------------------------------------------------------------
Virtus Stone Harbor Emrgng Mrkt Incm Fnd17.29m32.65m153.51m--4.501.06--8.881.121.120.59044.750.1196--3.45--22.582.3929.733.1677.1780.62188.7926.30----0.2627479.9459.54-0.4841134.4234.39---21.11
Invesco Trst fr Invstmt Grd Nw Yrk Mncpl-100.00bn-100.00bn153.83m--------------------------------------------------------------
Westwood Holdings Group Inc95.24m397.00k157.30m151.00561.811.3230.061.650.02990.029911.1412.720.6706--6.10630,735.100.36761.190.41451.35----0.54812.29----0.00160.085.502.41-76.73-17.82-37.87-26.93
Blackstone Long-Short Credit Income Fund-100.00bn-100.00bn158.22m--------------------------------------------------------------
RF Acquisition Corp II0.004.24m158.38m--33.941.36----0.31080.31080.007.780.00------6.98--7.02--------------0.00--------------
Brookfield Oaktree Holdings LLC513.54m191.59m159.33m1.22k14.171.920.51510.31031.561.564.3514.040.0673--13.74422,316.607.436.5714.489.91100.8175.27110.4978.89----0.229580.0212.94-3.4944.5417.05----
Putnam Master Intermediate Income Trust11.31m11.52m161.90m--14.030.9796--14.310.23950.23950.2353.430.0484--0.8422--4.930.15156.320.233298.6598.20101.835.70----0.001,379.0119.13-5.16716.7913.85---4.71
Credit Suisse Asset Management In FndInc17.98m14.98m162.79m6.0010.861.00--9.060.27340.27340.3282.970.0794--3.45--6.623.796.993.9676.4082.3683.3454.45----0.2594160.571.361.14-42.38-11.92--0.00
Solowin Holdings Ltd2.82m-8.54m163.14m33.00--5.87--57.87-0.5294-0.52940.17570.56060.2035--148.3785,424.24-61.63---120.45-------302.87-----64.540.0815---34.30---87.40------
Tortoise Sustainable Scl Impct Trm Fnd10.94m12.39m163.24m--13.180.8241--14.930.91830.91830.810714.680.048--5.79--5.441.965.461.9867.1666.78113.2843.09----0.1372290.981.816.91307.53----3.45
PIMCO California Municipal Income Fund-100.00bn-100.00bn163.43m--------------------------------------------------------------
Tavia Acquisition Corp0.001.09m163.43m--146.961.40----0.06990.06990.007.350.00------1.84--1.86--------------0.0043--------------
Data as of Jul 14 2025. Currency figures normalised to Westwood Holdings Group Inc's reporting currency: US Dollar USD

Institutional shareholders

35.10%Per cent of shares held by top holders
HolderShares% Held
Allspring Global Investments LLCas of 31 Mar 2025586.77k6.33%
GAMCO Asset Management, Inc.as of 31 Mar 2025453.18k4.89%
Renaissance Technologies LLCas of 31 Mar 2025406.66k4.39%
The Vanguard Group, Inc.as of 31 Mar 2025365.49k3.94%
North Star Investment Management Corp.as of 31 Mar 2025362.01k3.91%
DePrince, Race & Zollo, Inc.as of 31 Mar 2025277.42k2.99%
Dimensional Fund Advisors LPas of 31 Mar 2025243.89k2.63%
Russell Investment Management LLCas of 31 Mar 2025189.52k2.04%
Luther King Capital Management Corp.as of 31 Mar 2025185.00k2.00%
BlackRock Fund Advisorsas of 31 Mar 2025184.61k1.99%
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Data from 31 Mar 2025 - 31 Mar 2025Source: FactSet Research Systems Inc.
Data Provided by LSEG
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