Westwood (WHG) Stock Analysis

What Westwood does

Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own Westwood Funds. Additionally, this segment offers specialized investment sub-advisory expertise to external mutual funds, various pooled investment vehicles, and its internal Trust segment. The Trust segment is responsible for delivering comprehensive trust and custodial services. It also manages and participates in common trust funds that it sponsors, primarily catering to institutional clients and affluent individuals. Westwood Holdings Group, Inc. was founded in 1983 and is headquartered in Dallas, Texas.

Key metrics

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Frequently asked questions

What is the ticker symbol for Westwood?

Westwood trades under the ticker WHG on NYSE.

Which exchange is WHG listed on?

WHG is listed on NYSE.

What sector does Westwood operate in?

Westwood is classified in the Financial Services sector (Asset Management industry).

How can PortView help analyze WHG in a portfolio?

PortView shows WHG's weight in your portfolio, its contribution to return and risk, sector exposure, indirect exposure through ETFs you own, and correlation with your other holdings.