W
Westwood Holdings Group, Inc. (WHG)
19.22
+0.20 (1.05%)
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19.22
+0.20 (1.05%)
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.
| Name | Position |
|---|---|
| Mr. Brian O'Connor Casey CFP | CEO & Director |
| Mr. Corey Henegar CFA | Senior VP, Portfolio Manager & Senior Research Analyst |
| Mr. David Linton | MD & Head of Distribution |
| Mr. Fabian Gomez | President & COO |
| Mr. Jonathan S. Dale | Director & Head of Product Solutions |
| Mr. Murray Forbes III, CPA | MD, CFO & Treasurer |
| Date | Type | Document |
|---|---|---|
| 2026-08-06 | 8-K | whg-20260806.htm |
| 2026-05-05 | 8-K | whg-20260430.htm |
| 2026-04-30 | 8-K | whg-20260430.htm |
| 2026-04-30 | 10-Q | whg-20260331.htm |
| 2026-03-13 | DEF 14A | whg-20260313.htm |
| 2026-03-04 | 10-K | whg-20251231.htm |
| 2026-02-19 | S-8 | s-8february2026.htm |
| 2026-02-13 | 8-K | whg-20260213.htm |
| 2025-10-30 | 8-K | whg-20251030.htm |
| 2025-10-30 | 10-Q | whg-20250930.htm |
| Mr. Todd L. Williams C.F.A. | Senior VP & Director of Equity Research, Portfolio Manager and Research Analyst |
| Mr. William Ralph Hardcastle Jr., CFA | Managing Director of Strategic Planning & Program Management |
| Ms. Kellie R. Stark CFA, F.R.M. | Executive Vice President of Client Service & Marketing |
| Ms. Susan Montgomery Byrne | Founder & Director Emerita |