WESTWOOD HOLDINGS GROUP INC
Close on Oct 19, 2026
- Market cap
- $170.16M
- P/E (TTM)
- 23.7
- Dividend yield
- –
About Westwood Holdings
Investment Advice, SIC 6282
Westwood Holdings Group, Inc. is an investment management holding company that operates primarily through its advisory and trust subsidiaries. The firm provides investment advisory, trust, custodial, and portfolio management services. Its offerings encompass multiple investment capabilities, including value equity, multi-asset strategies, energy and real assets, tactical absolute return, income alternatives, and managed investment solutions. The company also oversees mutual funds under the Westwood Funds brand, exchange-traded funds, commingled funds, and private capital vehicles. Its client base includes corporate and public retirement plans, endowments, foundations, financial intermediaries, high-net-worth individuals, and families.
The company conducts its operations across several key regions in the United States. Its trust business is located within the Texas Triangle, covering Dallas-Fort Worth, Houston, San Antonio, and Austin, while its subsidiary Broadmark Asset Management operates from San Francisco. The text does not disclose a specific corporate headquarters city. The firm distributes its offerings through institutional, intermediary, and wealth management channels, maintaining a family of twelve mutual funds and multiple exchange-traded funds.
Summary of the business section of Westwood Holdings's latest annual report, written by StockData.
Company profile
Company
- Legal name
- WESTWOOD HOLDINGS GROUP INC
- Founded
- 1983
- Headquarters
- Dallas, TX
- Address
- 200 Crescent Court, Suite 1200 75201
- Phone
- (214) 756-6900
- Website
- westwoodgroup.com
- Employees
- 148, Dec 31, 2025
- Industry
- Investment Advice
- Incorporated in
- Delaware
- Fiscal year ends
- December 31
- Auditor
- BDO USA, P.C., Dallas, Texas
Stock & identifiers
- Ticker
- WHG
- Exchange
- NYSE
- Shares outstanding
- 10M, Oct 22, 2025
- Public float
- $98.48M, Jun 30, 2025
- Filer category
- Non-accelerated filer<br>Smaller reporting company
- SEC CIK
- 1165002
- CUSIP
- 961765104
- ISIN
- US9617651040
- EIN
- 75-2969997
Executives and directors
Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years
| Name | Position | Shares owned |
|---|---|---|
| Brian O. Casey | CEO, Director | 531,310 |
| David O. Linton | Head of Distribution | 29,415 |
| Fabian Gomez | President and COO | 122,573 |
| Murray Forbes III | Chief Financial Officer | 65,826 |
| Adrian Helfert | CIO, Multi-Asset Inv. | 162,751 |
| Matthew Lockridge | Head, U.S. Value Inv. | 77,900 |
| John Anthony Ehinger Jr | Head of Legal and Compliance | 18,252 |
| Matthew Mazzei | Controller | 2,569 |
| Janice Ryan | Director | 11,669 |
| J. Hale Hoak | Director | 835,770 |
| Randy A. Bowman | Director | 37,532 |
| Katherine Murray | Director | 11,470 |
| Ellen H. Masterson | Director | 52,614 |
| Geoffrey Norman | Director | 50,084 |
CEO pay and shareholder return
Pay versus performance table from the proxy statement
| Fiscal year | CEO total pay | CEO pay actually paid | Other executives (avg) | Value of $100 invested | Peer group |
|---|---|---|---|---|---|
| FY2025 Brian O. Casey | $2.63M | $2.93M | $1.24M | $177 | – |
| FY2024 Brian O. Casey | $2.10M | $2.33M | $959.55K | $144 | – |
| FY2023 Brian O. Casey | $2.07M | $2.14M | $866.07K | $119 | – |
| FY2022 Brian O. Casey | $1.36M | $1.27M | $764.11K | $69 | – |
“Actually paid” adjusts reported pay for changes in the value of equity awards. Shareholder return assumes $100 invested at the start of the measurement period, as disclosed by the company.
Employees
Headcount reported in annual reports
“At December 31, 2025, we had 148 full-time employees, all located in the U.S.”
Corporate history
Events identified from SEC filings
| Date | Event | Details |
|---|---|---|
| Nov 21, 2022 | Acquisition / sale | Completion of acquisition or disposition of assets (8-K Item 2.01) |
| May 11, 2022 | Delisting | Notice of delisting from exchange (Form 25) |
| May 2, 2022 | Auditor change | Change in certifying accountant (8-K Item 4.01) |
| Nov 2, 2021 | Listing notice | Notice of delisting or failure to satisfy a listing rule (8-K Item 3.01) |
| May 3, 2021 | Listing | Registration of securities on an exchange (Form 8-A) |
| Oct 8, 2015 | Auditor change | Change in certifying accountant (8-K Item 4.01) |
| Apr 1, 2015 | Acquisition / sale | Completion of acquisition or disposition of assets (8-K Item 2.01) |
| Nov 24, 2010 | Acquisition / sale | Completion of acquisition or disposition of assets (8-K Item 2.01) |
| Feb 27, 2006 | Auditor change | Change in certifying accountant (8-K Item 4.01) |
| Feb 8, 2002 | Spin-off | Registration as a new public company (Form 10), e.g. spin-off |