18.70
+0.38%
Close of 9 Nov 2026, in USD
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About Westwood Holdings Group
From its filings with the US Securities and Exchange Commission
Westwood Holdings Group is based in Dallas, Texas and is incorporated in Delaware. Its shares trade on NYSE under the ticker WHG. The SEC classifies its business as investment advice. In the fiscal year to 31 December 2025, it reported revenue of $97.8m and net income of $7.1m. At that date it held total assets of $162.3m and shareholders' equity of $125.6m.
We devote considerable time and resources to both domestic and international compliance; however, we may fail to timely and properly identify regulatory requirements or modify our compliance procedures for changes in our regulatory environment, which may subject us to legal proceedings, domestic and foreign government investigations, penalties and fines.
Due to the substantial cost and time required to introduce new investment strategies or expand the market for current strategies, we may not be able to successfully introduce investment strategies in a timely manner, or at all.
We have incurred significant costs to develop new investment strategies, launch ETFs and other investment vehicles, and upgrade our business infrastructure. We expect to continue to incur significant costs related to such improvements.
The development of new investment strategies, whether through acquisition or internal development, requires a substantial amount of time and significant financial resources, including expenses related to compensation, sales and marketing, information technology, legal counsel and other professional services. Our ability to market and sell a new investment strategy depends on our financial resources, the investment performance of the specific strategy, the timing of the offering, the timing of regulatory approvals and our marketing strategies. Once an investment strategy is developed, we must effectively introduce the strategy to existing and prospective clients, as well as consultants.
Quoted from its 10-K, filed 4 Mar 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Financials
- Industry
- Capital Markets
- Listed since
- 13 Jun 2002
- Employees
- 148
- Website
- westwoodgroup.com ↗
- Head office
- 200 CRESCENT COURT, DALLAS, TX, 75201
- Incorporated in
- DE
- Classification
- Investment Advice
- Filer status
- Non-accelerated filer<br>Smaller reporting company
Leadership
Pay as last reported
- Mr. Randy BowmanIndependent Chairman of the Board, since 2021$180,000
- Mr. Fabian GomezPresident$1.2m
- Mr. Brian CaseyChief Executive Officer, Director, since 2001$2.1m
- Mr. Murray ForbesChief Financial Officer, Senior Vice President, Treasurer$602,556
- Mr. John EhingerHead of Legal and Chief Compliance Officer
- Mr. J. Hale HoakDirector
- Ms. Katherine MurrayDirector
- Ms. Jan RyanDirector
- Ms. Ellen MastersonIndependent Director$185,000
- Mr. Geoffrey NormanIndependent Director$185,000
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 62
- Environment
- 62
- Social
- 64
- Governance
- 61
- Women in the workforce
- 41%
- Carbon reduction policy
- No
- Human rights policy
- No
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Westwood Holdings Group Inc has several strengths that contribute to its success in the market:
Weaknesses
- Despite its strengths, Westwood Holdings Group Inc also faces certain weaknesses:
Opportunities
- Westwood Holdings Group Inc can seize various opportunities to drive growth and expansion:
Threats
- Westwood Holdings Group Inc faces certain threats that could impact its business negatively:
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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