Company Overview
- Headquarters
- 200 Crescent Court, Suite 1200, Dallas, TX 75201
- Website
- westwoodgroup.com
- Phone
- (214) 756-6900
- Employees
- 155
- Founded in
- 1983
- Industry
- Investment Bank/Securities Brokerage
- Stock Symbol
- NYSE:WHG
- SIC Code
-
6722 - Management Investment Offices, Open-end
- Company Culture
-
IntegrityReliabilityResultsClient-first approachInnovationCommitment to transparency and best-in-class disclosure
Financials & Stats
Revenue
$50B
Competitive Advantages
Recent News & Media
Westwood Holdings Stock: Profitability Improving But Stock Not Cheap (NYSE:WHG)
- Jul 8, 2025
- seekingalpha.com
Westwood Holdings: Profitability Improving But Stock Not Cheap
- Jul 8, 2025
- seekingalpha.com
Double-Digit Yields: Westwood Energy ETFs Announce Enhanced Monthly Income Distribution Up to 13%
- Jul 7, 2025
- stocktitan.net
Westwood Holdings Group (NYSE:WHG) Share Price Crosses Above 200 Day Moving Average - Here's Why
- Jun 29, 2025
- marketbeat.com
Investing in Westwood Holdings Group (NYSE:WHG) a year ago would have delivered you a 38% gain
- Jun 27, 2025
- finance.yahoo.com
Westwood Holdings Group’s Enhanced Midstream Income ETF Surpasses $100 Million in Assets Under Management
- Jun 25, 2025
- nasdaq.com
Who is Westwood Holdings Group Inc
Westwood Holdings Group Inc. is a focused investment management boutique and wealth management firm based in Dallas, Texas. The company employs 155 individuals and generates annual revenue of $50 million. Westwood Holdings Group Inc. is publicly traded on the New York Stock Exchange under the symbol “WHG.” Westwood offers high-conviction equity and outcome-oriented solutions to a diverse clientele including institutional investors, private wealth clients, and financial intermediaries. Their investment expertise is concentrated in two primary areas: U.S. Value Equity and Multi-Asset. Clients can access these investment strategies through a variety of channels, such as separate accounts, mutual funds within the Westwood Funds® family, and pooled investment vehicles. A notable aspect of Westwood Holdings Group Inc. is its significant employee ownership, highlighting a commitment to shared success and aligning incentives with its stakeholders. Investors and prospective clients can visit Westwood's website at westwoodgroup.com for more detailed information about its offerings and to explore potential opportunities.
Westwood Holdings Group, Inc. is an investment management boutique and wealth management firm. Founded in 1983, the company provides a range of investment solutions. Westwood Holdings Group, Inc. is headquartered in Dallas, Texas, and also has offices in Chicago and Houston. The company is publicly traded on the New York Stock Exchange under the symbol 'WHG'. Westwood Holdings Group, Inc. offers investment solutions to institutional investors, private wealth clients, and financial intermediaries. The firm specializes in U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return, and Managed Investment Solutions. The company's services include wealth management. Westwood Holdings Group, Inc. has a team of professionals, including Brian O. Casey, who serves as Chief Executive Officer, and Fabian Gomez, who is the President and Chief Operating Officer. Other key personnel include Ricardo L. Cortez, CIMA, who is the Chief Executive Officer, Broadmark Asset Management, Portfolio Manager, and Sean Clark, CFA®, who is the Director, Institutional Sales, Head of Consultant Relations. Westwood Holdings Group, Inc. serves clients in the finance, investment management, wealth management, real estate, and energy industries. The company has over 30 years of experience in investment management. Westwood Holdings Group, Inc. offers a broad array of investment solutions and provides customized solutions for unique investment goals. The company utilizes an innovative fee structure known as Sensible Fees™. Westwood Holdings Group, Inc. is committed to integrity, reliability, and results. The company emphasizes a client-first approach and is dedicated to innovation. Westwood Holdings Group, Inc. is committed to transparency and best-in-class disclosure.
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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
50M | 7 | Boca Raton, FL | ||
50M | 12,349 | New York, NY | 1954 | |
50M | 206 | New York, NY | 2005 | |
50M | 381 | New York, NY | 1994 | |
50M | 29 | New York, NY |