WHG - NYSE
Westwood Holdings Group, Inc.
$17.01
+3.6%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.
At a Glance
Live SnapshotWestwood Holdings Group, Inc. Management Team
Mr. Brian O'Connor Casey CFP
Chief Executive Officer & Director
Compensation
$1,522,619
Ms. Kellie R. Stark CFA, F.R.M.
Executive Vice President of Client Service & Marketing
Ms. Susan Montgomery Byrne
Founder & Vice Chairman of the Board
Compensation
$165,031
Mr. Kenneth R. Nostro
Head of Client Relations & Director
Mr. Jonathan S. Dale
Head of Product Solutions & Director
Mr. Fabian Gomez
President & Chief Operating Officer
Compensation
$824,873
Mr. Todd L. Williams C.F.A.
Senior Vice President & Director of Equity Research, Portfolio Manager and Research Analyst
Ms. Melissa W. McMillian
Senior Vice President & Private Wealth Advisor
Ms. Susan Wedelich J.D.
Senior Vice President & Private Wealth Advisor
Mr. Prashant Inamdar C.F.A.
Senior Vice President, Portfolio Manager & Senior Research Analyst
Westwood Holdings Group, Inc. Insider Positioning
During the last 12 months, insiders have sold $1.70M worth of WHG shares, with no buying activity reported.
3 Months
0
0.00
29.6K
482.49K
-482K
-$482K
3-6 Months
0
0.00
58.5K
952.90K
-953K
-$953K
6-9 Months
0
0.00
1.9K
30.86K
-31K
-$31K
9-12 Months
0
0.00
13.8K
230.00K
-230K
-$230K
Top Buyers
No buying activity
Top Sellers
Casey Brian O
Director, Officer: Ceo
$653K
Byrne Susan M
Other: Director Emerita
$482K
Gomez Fabian
Officer: President
$209K
Helfert Adrian
Officer: Cio, Multi-Asset Inv.
$175K
Lockridge Matthew
Officer: Head, U.S. Value Inv.
$87K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $1.70M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
SEC Filings
WHG - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
DEF 14A DEF 14A 2025 N/A | March 13, 2026 | December 31, 2025 | 2025 | |
DEF 14A DEF 14A 2024 N/A | March 12, 2025 | December 31, 2024 | 2024 | |
DEF 14A DEF 14A 2023 N/A | March 26, 2024 | December 31, 2023 | 2023 | |
DEF 14A DEF 14A 2022 N/A | March 17, 2023 | December 31, 2022 | 2022 | |
DEF 14A DEF 14A 2021 N/A | March 22, 2022 | December 31, 2021 | 2021 | |
DEF 14A DEF 14A 2020 N/A | March 05, 2021 | December 31, 2020 | 2020 | |
DEF 14A DEF 14A 2019 N/A | March 06, 2020 | December 31, 2019 | 2019 | |
DEF 14A DEF 14A 2018 N/A | March 19, 2019 | December 31, 2018 | 2018 | |
DEF 14A DEF 14A 2017 N/A | March 09, 2018 | December 31, 2017 | 2017 | |
DEF 14A DEF 14A 2016 N/A | March 20, 2017 | December 31, 2016 | 2016 |
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.