$WHG
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.
Financial Services
Sector
Financial - Capital Markets
Industry
Brian O'Connor Casey
CEO
151
Employees
$16.61
Current Price
$165.02M
Market Cap
Insider Activity Statistics
Aggregated buying and selling activity by time period
| Period | Type | Insiders | Transactions | Value | Shares | Buy/Sell Ratio |
|---|---|---|---|---|---|---|
| 1 week | Buys | 0 | 0 | - | - | All Sells |
| Sells | 1 | 3 | $47,148.16 | 2,901 | ||
| 2 weeks | Buys | 0 | 0 | - | - | All Sells |
| Sells | 1 | 6 | $79,877.27 | 4,905 | ||
| 1 month | Buys | 0 | 0 | - | - | All Sells |
| Sells | 1 | 7 | $105,026.22 | 6,399 | ||
| 2 months | Buys | 0 | 0 | - | - | All Sells |
| Sells | 7 | 13 | $864,608.82 | 53,229 | ||
| 3 months | Buys | 0 | 0 | - | - | All Sells |
| Sells | 7 | 13 | $864,608.82 | 53,229 | ||
See activity going back 12 months โ create a free account | ||||||
Insider Transactions
Recent purchases and sales by company insiders
| Date | Insider | Type | Shares | Price | Value | Actions |
|---|---|---|---|---|---|---|
| Apr 9, 2026 | BYRNE SUSAN M Director Emerita | Sale | 401 | $16.31 | $6,539.47 | View Details |
| Apr 13, 2026 | BYRNE SUSAN M Director Emerita | Sale | 1,600 | $16.32 | $26,113.92 | View Details |
| Apr 10, 2026 | BYRNE SUSAN M Director Emerita | Sale | 900 | $16.11 | $14,494.77 | View Details |
| Apr 1, 2026 | BYRNE SUSAN M Director Emerita | Sale | 1,494 | $16.83 | $25,148.95 | View Details |
| Apr 2, 2026 | BYRNE SUSAN M Director Emerita | Sale | 600 | $16.21 | $9,727.02 | View Details |
| Apr 6, 2026 | BYRNE SUSAN M Director Emerita | Sale | 700 | $16.31 | $11,417.77 | View Details |
| Apr 8, 2026 | BYRNE SUSAN M Director Emerita | Sale | 704 | $16.45 | $11,584.32 | View Details |
| Feb 23, 2026 | Forbes Murray III Chief Financial Officer | Sale | 2,859 | $16.22 | $46,372.98 | View Details |
| Feb 23, 2026 | CASEY BRIAN O Director | Sale | 18,943 | $16.22 | $307,255.46 | View Details |
| Feb 23, 2026 | Linton David O Head of Distribution | Sale | 2,654 | $16.22 | $43,047.88 | View Details |
| Feb 23, 2026 | Gomez Fabian President | Sale | 6,223 | $16.22 | $100,937.06 | View Details |
| Feb 23, 2026 | Helfert Adrian CIO, Multi-Asset Inv. | Sale | 10,772 | $16.22 | $174,721.84 | View Details |
| Feb 23, 2026 | Lockridge Matthew Head, U.S. Value Inv. | Sale | 5,379 | $16.22 | $87,247.38 | View Details |
9 more transactions available โ create a free account to see 12 months of history | ||||||
Upcoming Earnings
Scheduled earnings reports
No upcoming earnings scheduled
Past Earnings
Historical earnings results
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